Senior Manager – Wealth Management & Operations (Sagicor)

Our client, Sagicor Investments Trinidad & Tobago Limited (SITTL) is seeking to fill the position of Senior Manager – Wealth Management & Operations.

JOB SUMMARY

The incumbent will manage the team of Wealth Advisors to achieve new business budgets while identifying business activities that can support innovation in new products and services. Responsibilities include maintaining relationships with clients, generating new business, increasing productivity, improving service, ensuring sustainability, and meeting SITTL’s business and revenue objectives. 

Additionally, the role also involves developing strategies to improve and grow clients’ asset under management and maintaining efficient operating processes in all lines of business to ensure good customer service.

 DUTIES & RESPONSIBILITIES

• Managing the collection and processing of required forms for client account processing and service.
• Ensuring visibility footprint of SITTL through collaboration with Marketing team to support service and product lines:
  • Printed media
  • Social media
  • Sagicor Website
  • Listening media
• Overseeing administration to ensure teams adhere to AML & CFT company guidelines and regulatory requirements
• Ensuring standard operational procedure documents are reviewed and updated to reflect to efficient processes.
• Manages the administration and investment functions of the wealth management business;
• Develops Investment Policies and diverse investment management structure for wealth management clients;
• Provides fully non-discretionary investment management for client base;
• Manages investment strategies and activities of the wealth management business consistent with the agreed investment policies and guidelines of the client;
• Recommends financial products, such as stocks, bonds, mutual funds, or insurance;
• Oversees the research and evaluation of investment vehicles and make decisions aimed at aligning the investment selections with the client’s/investment portfolio goals;
• Analyses financial information obtained from clients to determine strategies for meeting clients' financial objectives;
• Meets client’s financial goals for portfolio performance;
• Reviews clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment;
• Proactively manages investment broker and counterparty relationships;
• Assists with meeting the firm’s financial goals for assigned portfolio performance;
• Remains up-to-date with investing practices and regulations;
• Plans, organizes and directs the work of a staff of professionals;
• Contacts clients periodically to determine any changes in their financial status.
• Continuously monitoring and reviewing changes in the external environment (economic, financial markets, insurance industry etc.);
• Keeping abreast of changes in insurance regulations, accounting practices, government/tax regulations and other applicable factors;
• Developing an intimate knowledge of key industries/sectors as required.

QUALIFICATIONS AND EXPERIENCE

• At least five (5) years’ experience in investment or wealth management or related industry
• At least five (5) years’ experience in a Managerial Position. 
• Master’s Degree or equivalent in a relevant discipline
• CFA would be an asset
• Certificate/additional training in sales

We wish to thank all applicants for their interest, however, only those favourably considered will be contacted.