FHC Investments Limited, a subsidiary of First Heritage Co-operative Credit Union Limited, is seeking a driven and highly motivated Investment and Pension Advisor. The ideal candidate is a fearless, results-oriented individual seeking career advancement.

Job Summary:

The Investment and Pension Advisor will be required to:

• Increase the Company’s market share and visibility in the wealth management and pension industry through external prospecting, selling, and cross-selling the company’s products and services.
• Strengthen the relationship between the company, its customers, and prospects,  By servicing existing clients’ investment and pension accounts.
• Prepare investment proposals and conduct periodic portfolio reviews to ensure the client’s objectives are being met.
• Conduct market reads, identify and execute deals mainly in the Capital markets.
• Manage accounts/portfolios of specific corporate and or medium to high-net-worth clients.
• Generate targeted levels of revenues by growing and managing customer portfolios.
• Provide clients/ prospects with wealth management solutions and pension advice to meet their financial objectives.
• Provide sales, administrative, and operational support within the FHCCU branches for Investment and Pension clients.
• Support the marketing and prospecting efforts of the company.
• Prepare progress reports on the investment and pension products.
• Attend marketing events and trade shows.

Minimum Qualifications and Experience

• First Degree in Business Administration or equivalent, with one (1) year experience in a similar position.

• Diploma in Marketing/Sales Management or equivalent, with three (3) years’ experience in a similar capacity.
• Jamaican Securities Course Accreditation.
• Must be eligible to be licensed under the Financial Services Commission (FSC).

Required Skills and Specialised Techniques

• Excellent human relations skills.
• Strong sales and marketing skills
• Good oral communication skills.
• Flexibility to work on weekends when necessary.
• Must own a reliable motor vehicle.

Interested candidates should submit their applications for the attention of the Manager-Human Resource Development, hrd@fhccu.com by May 9, 2025.

We thank all applicants for their submission of interest and advise that only short-listed applicants will be contacted.