Job Information
Wealth Advisor – Fairview
Company Information
Job Information
Company
Sagicor Jamaica
Website
https://www.sagicor.com/
Contact Name
Contact Email
sagicorjobs@careerjamaica.com
Job Type
Full-time
Department
Sagicor Investments Jamaica Ltd.
Category
Banking/Finance
Posted
18-04-2024
Job Status
Start Publishing
18-04-2024
Stop Publishing
27-04-2024
[MontegoBay,Jamaica ]
Description
"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 – Fairview team in the capacity of: Wealth Advisor – Fairview
Location: St. James
As A Wealth Advisor, you will:
- Responsible for all client liaison and the delivery of exceptional client service.
- Develop new and grow long-term client relationships.
- Support the Company's overall strategic sales and marketing plan by focusing on targeted markets and desired groups and achieve set goals and targets for growth of client base and portfolio value.
- Develop strategies to target new clients including presentations, cold calling, networking, visits or through an introductory basis established by the Marketing Department or any other means.
- Ensure client 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.
- Resolve client issues and escalate as necessary.
- Initiate relevant documentation for opening accounts and on-boarding new clients in accordance with the company’s guidelines.
- Participate in various client events and marketing promotions in the Region.
- Conduct presentations to prospective clients and groups.
- Be responsible for retention and growth of existing client relationships and deepen those relationships through cross-selling and up-selling.
- Adhere to operational policies and procedures with regards to carrying out client transactions. Monitor and ensure clearance of clients’ settlement accounts within stipulated time frames.
- Perform any other duties assigned from time to time.
What do you need?
- A minimum of a Bachelor’s Degree in Business Administration, Management Studies, Marketing or a relevant discipline from a recognized tertiary institution.
- At least 3 years’ working experience in a similar position.
- Completion of the Jamaica Securities Course.
- Sound understanding of financial sector instruments and the regulatory environment.
- Strong selling, negotiating, customer service and inter-personal skills.
- Excellent public speaking and communication 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.
- Sound knowledge of computer software packages including word processing and spreadsheet applications.
If this role is of interest to you, kindly submit an application via Sagicor's career portal no later than April 26, 2024
While we appreciate all applications, only shortlisted candidates will be contacted.
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