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WEALTH ADVISOR

Cumax Wealth Management Limited (a subsidiary of the Jamaica Co-operative Credit Union League Limited) is seeking to recruit an experienced Wealth Advisor with a passion for helping clients achieve their financial goals and who possesses an unwavering commitment to excellence, to join its Wealth Management team.

Summary of Duties and Responsibilities:-

The incumbent is responsible for contributing to the profitable growth of the company’s overall financial and non-financial objectives. S/he will carry through the cycle of financial sales prospecting, processing and maintenance services of clients in achieving their financial objectives, and employing effective methods in order to develop and maintain relationship with
clients.

Minimum Qualifications and Experience:-

  • B.Sc. in Business Administration/Management Studies/Accounting or equivalent
  • Licensed by the Financial Services Commission as a Dealer Rep or suitable candidate for licensing
  • Three (3) years’ experience within a financial institution providing investment advice to clients and managing client relationships

Knowledge, Skills, Competences and Personal Attributes:-

  • Sound knowledge of financial sales prospecting, solicitation, interviewing and business development techniques.
  • Sound knowledge of investment portfolio construction and management.
  • Knowledge of financial and client management software.
  • Working knowledge of financial sector instruments, laws, regulations, ethics and professional jargon.
  • Ability to work on own initiative.
  • Well organized, and able to meet deadlines even with competing priorities.
  • Excellent written and oral communication skills including ability to conduct persuasive presentations.
  • Good networking and interpersonal skills.
  • Proven track record of success with sale of financial products.
  • Consistently meeting sales targets.

Special Conditions Associated with the Job:-

  • May be required to work beyond normal working hours
  • Island-wide travelling is required to visit clients, make presentations, attend company events such as trade shows and industry and other related functions
  • Must be the holder of a valid driver’s licence and the owner of a reliable motor vehicle
    A commitment to our core principles of fairness, integrity, transparency, cooperation, accountability and respect

Please submit résumé and cover letter to: hr@jccul.com by July 16, 2025

We thank all applicants for their interest. Only shortlisted candidates will be contacted.

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