Client Relationship Officer

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 Cayman Islands Limited is seeking a suitable candidate to join our Wealth & Corporate Relationship Management team in the capacity of:

Client Relationship Officer

Support the designated wealth managers within the unit in the delivery of exceptional customer service.

Ensure 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: George Town

As a Client Relationship Officer, you will:

• Act on instructions received from the Wealth Manager for client transactions and monitor transactions through to proper completion.
• Initiate relevant documentation for opening accounts in accordance with the company’s guidelines. Ensure full adherence to KYC onboarding requirements and compliance policies and procedures.
• Generate and print relevant reports daily and monitor to ensure standing orders, coupon payments and withdrawal requests are processed in a timely manner.
• Adhere to operational policies and procedures with regards to carrying out client transactions.
• Post all relevant entries to IT systems for client transactions. Monitor and ensure clearance of client’s settlement accounts within stipulated time frames to ensure that no client transactions are outstanding.
• Respond to customer enquiries and service requests in a timely manner.
• Ensure customer service is delivered at the highest standards in adherence with guidelines set.
• Perform other job-related duties assigned from time to time.

What do you need?

• Bachelor’s Degree in a relevant discipline from a recognised tertiary institution.
• Three years’ experience in a similar position.
• Sound knowledge of computer software packages including spreadsheet and word processing applications.
• Sound understanding of financial sector instruments and the regulatory environment.
• Strong customer service skills
• Effective communication & listening skills
• Ability to work independently as well as in a team environment
• Ability to understand and deal with customers’ 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 April 24, 2026.

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