Dominic Johnson
Kingston
Summary
A visionary who is resourceful, analytical, goal-oriented, and a flexible collaborator who thrives in a fast-paced environment.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Financial Partnership Officer
JMMB Investments
10.2023 - Current
- Analyzed market trends and economic data to make informed recommendations for clients'' portfolios.
- Assisted clients with retirement planning, ensuring a secure financial future through strategic asset allocation and consistent saving habits.
- Developed strong relationships with clients, resulting in increased trust and long-term business growth.
- Conducted thorough due diligence on potential investments, minimizing exposure to unsuitable opportunities for clients.
- Negotiated favorable terms for clients when executing trades or purchasing investment products, maximizing returns on invested capital.
Senior Investment Advisor
Mayberry Investments Limited
11.2019 - 10.2023
- Advise potential investors of the company’s products and services, recommend investment options and strategies, and negotiate terms
- Build and maintain a profitable client base through active prospecting and relationship management, while ensuring constant and timely communication at all times
- Ensure that clients' data is always up to date, and that any necessary updates are made in accordance with the company’s KYC policies and procedures
Wealth Advisor (Cross Training)
Sagicor Investments Limited
02.2019 - 11.2019
- Manage all client requests
- Initiated relevant documentation for opening accounts in accordance with the company’s guidelines
- Adressed customer needs and concerns in a timely manner ensuring customer satisfaction
- Updated and maintain new and existing client data in the Management System
- Advised potential investors of the company’s products and services, recommend investment options and strategies, and negotiate terms
Customer Service Representative/Client Care Officer
Sagicor Bank Jamaica
05.2018 - 02.2019
- Ensure that all mandatory checks are completed to achieve Know Your Customers (KYC) and POCA requirements
- Assisted clients with information and directions to correct queues
- Delivered returned cheques, call clients and follow up; prepare uncollected cheques to be dispatched in a timely manner
- Achieved assigned cross sell and referral targets by opportunity spotting and educating clients about appropriate products and services to satisfy needs
- Delivered quality customer service by greeting and responding to clients promptly and courteously and completing transactions
Education
Bachelor of Business Administration - Marketing Major
University of Technology
05.2017
Skills
- Understanding of Corporate Finance
- Customer Service
- Problem Solving
- Communicational and Interpersonal Skills
- Microsoft Office Suite
- Team-Oriented
- Excellent Written and Oral skills
- Detail-Oriented
- Organizational Skills
- Time Management
Certification
- Jamaican Securities Certificate (07/2018 -09/2018)
- Certificate in Supervisory Management (05/2018 -08/2018)
Timeline
Financial Partnership Officer
JMMB Investments
10.2023 - Current
Senior Investment Advisor
Mayberry Investments Limited
11.2019 - 10.2023
Wealth Advisor (Cross Training)
Sagicor Investments Limited
02.2019 - 11.2019
Customer Service Representative/Client Care Officer
Sagicor Bank Jamaica
05.2018 - 02.2019
Bachelor of Business Administration - Marketing Major
University of Technology
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