Client Relationship Officer

About the role

Sagicor Investments Jamaica Limited is seeking a Client Relationship Officer to support its Wealth & Corporate Relationship Management team in Kingston. The role involves executing client transactions, ensuring compliance with KYC and regulatory requirements, and delivering high‑quality service to existing clients.

Key responsibilities

• Act on Wealth Manager instructions, prepare account‑opening documentation and monitor transactions through to completion.
• Generate daily maturity reports, follow up on standing orders, coupon payments and withdrawal requests.
• Monitor settlement accounts for bonds, stock brokerage and Sigma Funds to ensure daily clearing.
• Respond promptly to client enquiries in line with service standards and provide administrative support to Wealth Managers.

Required profile

• Bachelor’s degree in a relevant discipline from a recognized tertiary institution.
• At least three years of experience in a similar client‑facing financial role.
• Strong customer‑service orientation, effective communication and ability to work both independently and collaboratively.
• Knowledge of financial instruments, regulatory environment, KYC, FATCA and client‑onboarding processes.

Required skills

• Proficiency with Microsoft Word.
• Proficiency with Microsoft Excel.