Ranakaye Morgan
Independence City
Summary
Seasoned financial advisor with nearly a decade of experience helping clients achieve their financial goals and secure a solid future. Proven success in guiding clients through investment solutions including retirement planning, education savings, and personal financial milestones. Known for a customer-focused, innovative, and vibrant approach, with expertise in navigating both local and international market conditions. Specializes in the curation and management of personalized investment portfolios with a strong focus on strategic solutions for wealth creation and maximization.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Client Relationship Officer (Financial Partnership Officer)
Jamaica Money Market Brokers Limited (JMMB)
Kingston
05.2019 - Current
- Develop and manage relationships with accumulators and high-net-worth clients, ensuring personalized service and strategic investment planning.
- Collaborate with internal departments including portfolio management and research to deliver tailored financial solutions.
- Guide clients through complex financial decisions including retirement planning, asset diversification, and wealth accumulation.
Client Support Officer
Jamaica Money Market Brokers Limited (JMMB)
Kingston
01.2016 - 05.2019
- Provided high-quality support services to clients, maintaining a client-first approach in all interactions.
- Handled inquiries related to account management, transactions, and investment options.
- Developed a solid foundation in client servicing and financial product knowledge.
Part-Time Client Support Officer
Jamaica Money Market Brokers Limited.
Kingston
05.2015 - 01.2016
- Supported client service operations on a part-time basis while gaining exposure to the financial services industry.
- Assisted with daily tasks, including customer inquiries and data management.
Education
Bachelor of Science - Marketing
University of The Commonwealth Caribbean
Kingston, Jamaica06.2021
Skills
- Relationship Building
- Customer Service Excellence
- Portfolio Management
- Financial Planning & Analysis
- Communication & Presentation
- Time Management & Multitasking
- Critical Thinking & Problem Solving
- Adaptability & Team Leadership
Certification
Securities Course, Jamaica Stock Exchange e-Campus, 04/01/17, 05/01/17
Volunteer Experience
Volunteer, 03/01/14, 03/01/20, Lot 48 Winding Trail, Independence City, St. Catherine
Languages
English, Fluent
Timeline
Client Relationship Officer (Financial Partnership Officer)
Jamaica Money Market Brokers Limited (JMMB)
05.2019 - Current
Client Support Officer
Jamaica Money Market Brokers Limited (JMMB)
01.2016 - 05.2019
Part-Time Client Support Officer
Jamaica Money Market Brokers Limited.
05.2015 - 01.2016
Bachelor of Science - Marketing
University of The Commonwealth Caribbean
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