Business Development Officer

Key Responsibilities include:

• Identifying and meeting with prospective Asset Management clients to assess their risk profile and to educate them on investment options fitting their investment objectives and risk appetite.
• Following through with referrals as well as attending events and forums with a view to establishing contact, building relationships, and creating opportunities for opening new investment accounts.
• Meeting Asset Management sales targets
• Offering quality customer service
• Consistently engaging in prospecting activities to include satisfying contacts/call targets to meet monthly revenue targets.
• Maintaining open communication with clients using a variety of communication media to keep clients abreast of news of financial products, changes to legislation or investment adjustments in a timely manner.
• Keeping abreast of trends in markets, economies, and legislature.
• Sound knowledge and understanding of the Pensions Act and pension lines of business.

• A first degree in Economics, Finance, Accounts or Mathematics
• Jamaican Securities Course Certificate
• Certified Financial Analyst designation (recommended and would be an asset to the position).
• Minimum of three (3)-years’ experience in similar position within the financial services industry.
• Proven experience in research methods and applications.
• Excellent understanding of the Financial Institutions Act, Securities and other relevant Acts.
• Knowledge of local and regional regulations and guidelines.
• Proficiency with Microsoft Office applications, Spreadsheet applications and Power Point.
• Ability to analyse data in a concise and effective manner
• Good problem solving and organization skills
• Strong oral and written communication skills with emphasis on interpersonal skills.
• Ability to work on own initiative with minimal supervision.
• A strong team-player.
• Strong project management skills
• Ability to demonstrate tact, confidentiality and professionalism in the execution of duties.