Client Relationship Officer – Sav-La-Mar
Job 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 (Dominica Drive) Team In The Capacity Of
Client Relationship Officer – Dominica Drive
Provide support to the designated Sales and Wealth Advisors within the unit in the delivery of exceptional client service by ensuring that clients’ requests and transactions are carried out in an efficient and courteous manner.
Build on relationships with existing clients in keeping with the strategic direction of the company.
Location: Kingston
As a Client Relationship Officer, You Will
- Act on instructions received from clients including requests submitted by Wealth Advisors (WA) for client transactions and monitor transactions through to proper completion.
- Initiate relevant documentation for opening accounts in accordance with the company’s guidelines, while ensuring full adherence to Know-Your-Clients (KYC) onboarding requirements and compliance policies and procedures.
- Generate and print maturity reports daily and follow through with Wealth Advisors to ensure standing orders, coupon payments and withdrawal requests are processed in a timely manner.
- Monitor settlement accounts including bond, stockbrokerage and sigma funds to ensure that no client transactions are outstanding.
- Respond to client enquiries and service requests in a timely manner.
- Perform other job-related duties assigned from time to time.
What do you need?
- Bachelor’s degree Business Administration or in a relevant discipline from a recognized tertiary institution.
- Minimum of three (3) years’ experience in a similar position.
- Sound understanding of financial sector instruments and the regulatory environment.
- Strong customer service skills.
- Effective communication & listening 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.
- High level of enthusiasm.
If this role is of interest to you, kindly submit an application via Sagicor’s career portal no later than March 7, 2025.
While we appreciate all applications, only shortlisted candidates will be contacted.