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Wealth Manager - West

Sagicor Investments Jamaica Limited is looking for the ideal candidate to fill the position of: Wealth Manager - West

Interested? Get the details here how to apply.

Req Id 49684

Qualified applicants are invited to submit their applications via Sagicor career portal by Tuesday April 30, 2019.

By clicking here http://bit.ly/2g1xhK9 to the Sagicor website then click on CLICK TO SEE ALL VACANCIES​ then on SEARCH and select the position from the list for more information and to apply.

The successful candidate will 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

Key Duties and Responsibilities:

  • Advise HNW clients & manage portfolios on a non-discretionary and discretionary basis. 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
  • Grow and deepen client relationships through cross-selling and up-selling
  • 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
  • Ensure customer service is delivered at the highest standards in adherence with guidelines set
  • Primarily responsible for all client liaison with the Group. Be point person for all investing, banking, credit and insurance needs and liaise with resources from the various areas as needed
  • 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
  • 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  

 

Prerequisites:

  • A minimum of a Bachelor’s degree in a relevant discipline from a recognized tertiary level institution
  • Master’s Degree preferred 
  • At least five (5) years of experience in the financial services industry
  • Jamaican Securities Certificate
  • Strong selling & negotiating skills
  • Strong Customer Service skills
  • Sound understanding of financial sector instrument and the regulatory environment
  • 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
  • Strong interpersonal skills
  • High level of professionalism and ethical standards
  • High level of enthusiasm
  • A valid Driver's License and access to a reliable motor vehicle

Quick overview

  • Management
  • Jamaica, Kingston
  • Sagicor Financial Corporation
  • Full Time
  • Permanent
  • Bachelor's Degree
  • At least Five (5) years
  • Early Career
  • Relevant area
  • Banking & Financial Services
  • Direct Employer

Interested? Get the details here how to apply.

Req Id 49684

Qualified applicants are invited to submit their applications via Sagicor career portal by Tuesday April 30, 2019.

By clicking here http://bit.ly/2g1xhK9 to the Sagicor website then click on CLICK TO SEE ALL VACANCIES​ then on SEARCH and select the position from the list for more information and to apply.

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