Nicola Dunn

· Manages the JMMB portion of the investment portfolio of individuals in the Company’s primary Client target segment of designated High Net Worth (HNW) Clients, in order to maximise their wealth, guided by an intimate knowledge of JMMB Group of Companies products and services, keen market alertness and other Financial Planning and Advisory best practices, as well as the law.

· Provides Financial Planning services to designated and potential High Net Worth (HNW) and other Clients to assist in meeting their respective financial goals, as well as to retain and deepen wallet share at JMMB and its subsidiaries.

· Documents the Client’s Financial Plan (CFP) and take steps to commence and facilitate the required programme of action.

· Serve as one of the persons to prospect for new business among potential HNW Clients, to help meet the JMMB Group of Companies’ objectives for revenue and market-share, while observing the limits for risk exposure and business integrity.

· Promotes the JMMB’s philosophy of the Vision of Love and its unique culture.

· Is engaged in the transformation process for the continuous improvement of the JMMB and its associated companies.

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• Promoted and sold JMMB's products and services to help the Company achieve its revenue and profit objectives, adhering to risk exposure limits.
• Conducted client interviews to evaluate concerns and offer tailored financial advice for achieving investment objectives.
• Built and fostered client relationships to enhance customer satisfaction.
• Designed and executed innovative plans to ensure customer loyalty while driving business expansion.
• Advised customers on technical aspects of products and services.

• Responsible for delivering on, a superior client experience and team sales plan by assisting clients with their full range of financial needs including day to day banking, for both business and personal clients, writing simple and complex personal credit such as car loans and credit cards, financing their home through mortgages and home equity financing and investing for the future
• Focuses on anchoring new and existing clients through effective contact strategies tailored to clients circumstances while exercising good judgment when making decisions balancing risk and client experience.

• Market and increase the awareness of RBTT Securities Jamaica Limited trading book to existing and prospective clients profitably within established criteria and targets
• Use a sales approach to market investment solutions to clients based on an assessment of the clients financial and risk profile.

• Monitor and advice clients about the financial market for portfolio maintenance and company performance
• Liaise with clients, deals with correspondence and queries with superior customer service to meet marketing targets
• Retain and grow existing customer base and communicates with prospect and referral sources through presentation and networking
• Supervise a staff of three persons to process client transactions, operate foreign exchange and cashiering activities
• Process monthly branch reports and assess clients credit risk for loan applications and hypothecations.

• Involved in the auditing and preparation of financial statements and overall office management.

• Maintained end of day balances and ensured accountability while opening new accounts to guarantee customer satisfaction.
• Acquired new clients while promoting products and services offered by the bank and conducted research
• Implemented effective supervisory and personnel management techniques by overseeing tellers