Build Wealth. Build Relationships. Build Your Earnings.

We are a licensed boutique securities dealer and investment firm in Jamaica, delivering personalized wealth management and investment advisory services to high-net-worth individuals, institutions, and retail clients.

We are seeking an ambitious, results-driven Sales Agent who understands capital markets, thrives on relationship-building, and wants uncapped earning potential in a performance-based environment.

This is not a passive sales role. This is a growth role for a financial professional who wants to build a strong client portfolio, expand Assets Under Management (AUM), and operate within a regulated, high-integrity environment governed by FSC and BOJ standards.

What You Will Be Responsible For

1. Revenue Growth & Client Acquisition

• Proactively source and convert new investment clients
• Build and manage a robust pipeline exceeding $25M+ JMD in qualified prospects
• Open 5–8 new client accounts monthly
• Achieve ≥90% of quarterly revenue targets
• Grow AUM by 12–15% year-over-year
• Maintain a ≥25% sales conversion rate

2. Wealth Advisory & Relationship Management

• Conduct financial needs assessments and recommend suitable products:
• Equities
• Bonds
• Mutual funds
• Structured investment products
• Perform portfolio reviews and educate clients on market trends
• Maintain ≥85% client retention
• Achieve a client satisfaction score of ≥8/10
• Cross-sell and upsell to maintain a 1.5 product ratio per client

3. Regulatory Excellence & Compliance

• Execute all onboarding in strict adherence to FSC, AML, and KYC standards
• Maintain 100% documentation accuracy
• Operate with zero regulatory violations or compliance breaches
• Complete 20+ hours of continuing education annually

Who Thrives in This Role?

This role is ideal for someone who:

• Has 2–3+ years of sales experience in securities, banking, investments, or financial services
• Has a proven track record of exceeding revenue targets
• Understands high-net-worth client dynamics
• Holds (or can obtain within 90 days) an FSC Securities Dealer Representative license
• Has strong knowledge of capital markets and financial planning
• Is entrepreneurial, disciplined, and performance-driven
• Values ethics and regulatory compliance as non-negotiable standards

What We Offer

• Competitive base salary
• Uncapped commission structure
• Mobile phone allowance
• Travel reimbursement
• Paid vacation, sick leave, and statutory holidays
• Exposure to sophisticated investment products and high-value clientele

This is an opportunity to build a serious book of business within a respected boutique investment firm.

If you are performance-oriented, relationship-driven, and confident in capital markets, we want to hear from you.