Client Relationship Officer – Fairview

While we appreciate all applicants, only applications received via Sagicor's career portal https://career4.successfactors.com/career?company=sagicorfinP2 will be considered.

"Looking for a diverse and rewarding career? If you're looking to grow your career within a stable and growing financial services company, then Sagicor may be right for you!"

Sagicor Investments Jamaica Limited is seeking a suitable candidate to join our Investment Client Services - West team in the capacity of:

Client Relationship Officer – Fairview

Process client’s requests and support the designated sales and investment advisors in the delivery of exceptional client service by ensuring that client requests and transactions are carried out in an efficient and courteous manner.

Build on relationships with existing clients in keeping with the strategic direction of the company.

Location: St. James

As a Client Relationship Officer, you will:

• Act on instructions received from clients including requests submitted by Wealth Advisors (WA) for client transactions and monitor transactions through to proper completion.
• Initiate relevant documentation for opening accounts in accordance with the company’s guidelines, while ensuring full adherence to Know-Your-Clients (KYC) onboarding requirements and compliance policies and procedures.
• Generate and print maturity reports daily and follow through with Wealth Advisors to ensure standing orders, coupon payments and withdrawal requests are processed in a timely manner.
• Monitor settlement accounts including bond, stockbrokerage and Sigma Funds to ensure that no client transactions are outstanding.
• Respond to client enquiries and service requests in a timely manner.
• Perform other job-related duties assigned from time to time.

What do you need?

• Bachelor’s Degree in Business Administration or in a relevant discipline from a recognized tertiary institution.
• Minimum of three (3) years’ working experience in a similar position.
• Acquisition of the Jamaican Securities Certificate.
• Sound understanding of financial sector instruments and the regulatory environment.
• Sound knowledge of computer software packages including word processing and spreadsheet applications.
• Strong client service skills.
• Effective communication & listening skills.
• Ability to work independently as well as in a team environment.
• Ability to understand and deal with clients’ individual needs and requirements.
• High level of professionalism and ethical standards.
• High level of enthusiasm.

If this role is of interest to you, kindly submit an application via Sagicor's career portal no later than May 30, 2025.

While we appreciate all applications, only shortlisted candidates will be contacted.