Wealth Manager - Cayman Islands

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 Limited is seeking a suitable candidate to join Wealth Management team in the capacity of:

Wealth Manager - Cayman Islands (Grade 4)

Provide portfolio management and advisory services to High Net Worth (HNW) and large corporate clientele, achieve set goals and targets for growth of client base and portfolio value.

Location: Grand Cayman

As a Wealth Manager, you will:

• Identify investment opportunities, evaluate and analyze the risk and returns and ensure a minimum rate of return in accordance with agreements for discretionary portfolio management.
• Prepare portfolio reports and analysis and conduct periodic reviews with clients.
• Develop & implement strategies to target new HNW clients including presentations, cold calling, networking, visits or through an introductory basis established by the Marketing Department or any other means.
• Initiate relevant documentation for opening accounts and on-boarding new clients in accordance with the company’s guidelines.
• Conduct presentations to prospective clients and groups.
• Ensure customer service is delivered at the highest standards in adherence with guidelines set.
• Advise potential investors of the company’s products and services, negotiate portfolio strategies and investment terms.
• Manage resolution of client issues and escalate as necessary.
• Participate in various client events and marketing promotions.
• Adhere to operational policies and procedures with regards to carrying out client transactions. Monitor and ensure clearance of client’s settlement accounts within stipulated time frames.
• Perform any other job-related duties assigned from time to time.

What do you need?

• A minimum of a Bachelor’s degree in a relevant discipline from a recognized tertiary institution.
• At least three years’ experience in a similar position.
• Certificate and/or additional training in Sales and Portfolio Management.
• Sound understanding of financial sector instruments and the regulatory environment.
• Sound knowledge of computer software packages such as word processing and spreadsheet applications.
• Sound understanding of credit.
• Strong selling & negotiating skills.
• Strong customer service skills.
• Excellent public speaking and communication skills.
• Ability to work independently as well as in a team environment.
• Ability to understand and deal with HNW customers’ individual needs and requirements.
• High level of professionalism and ethical standards.
• Strong inter-personal skills.
• High level of enthusiasm.

If this role is of interest to you, kindly submit an application via Sagicor's career portal no later than September 19, 2025.

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