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Relationship Manager

Kingston and St. Andrew / St. Catherine
Not disclosed
Not disclosed
Updated 20/04/2026

MAYBERRY INVESTMENTS LIMITED

“Transforming lives positively through lasting relationships”

Relationship Manager

Position Summary:
The Relationship Manager (RM) is responsible for managing and growing a designated portfolio of individual and corporate clients across the full client lifecycle, with a strong focus on supporting Asset Management solutions. The role delivers structured, suitability-aligned investment guidance, supports portfolio construction and ongoing management of managed funds, discretionary portfolios, and pension solutions, and drives long-term client outcomes. The RM is accountable for portfolio growth, client retention, managed product utilization, documentation integrity, regulatory compliance, and client experience, while working collaboratively across internal teams to deliver holistic, multi-product and asset-managed solutions.

Key Responsibilities:

Own and manage the full client lifecycle, including digital onboarding, portfolio construction, periodic reviews, rebalancing, compliance refresh, referral activation, and ongoing Asset Management engagement
Grow and retain assigned portfolios by driving Assets Under Management (AUM), relationship depth, and managed product penetration through structured, non-transactional engagement
Conduct risk profiling and suitability assessments, ensuring all investment and Asset Management recommendations are fully documented and aligned with client objectives
Deliver portfolio-level investment guidance, performance reviews, and client education in collaboration with Asset Management teams, based on asset allocation, liquidity needs, and market conditions; escalate complex structuring as required
Maintain high standards of onboarding quality, CRM accuracy, and advisory documentation integrity, including KYC, AML, suitability, and beneficial ownership records
Monitor portfolio health, investment performance, and client risks, proactively managing issues and documenting remediation actions
Ensure full compliance with regulatory, risk, and governance standards, maintaining zero onboarding deficiencies and regulatory breaches
Collaborate with internal teams across Asset Management, Investment Banking, Markets & Trading, Operations, Risk, and Compliance to deliver integrated client and portfolio solutions

Knowledge, Qualifications, Knowledge, Experience & Competencies

Bachelor’s degree in Finance, Economics, Business, Accounting, or a related discipline
Jamaican Securities Course Certification
Minimum of three (3) years’ experience in wealth advisory, asset management support, investment services, or financial services
Strong understanding of Asset Management products, managed funds, discretionary portfolios, pensions, and portfolio construction principles
Sound knowledge of regulatory requirements, including KYC, AML, suitability, and risk governance
Proficiency in Microsoft Office applications, including Word, Excel, PowerPoint, and spreadsheet tools
Experience using CRM systems for portfolio and client lifecycle management
Strong portfolio advisory and analytical decision-making capability
Client retention and relationship stewardship discipline
Data-driven, structured approach to client and portfolio management
Excellent written and verbal communication skills
High standards of professionalism, confidentiality, and ethical conduct
Strong organizational skills with the ability to manage multiple priorities effectively

Deadline: January 16, 2026

“We thank all applicants; however, only short-listed candidates will be contacted”

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