BUSINESS UNIT: GUARDIAN LIFE OF THE CARIBBEAN LIMITED
LOCATION: WESTMOORINGS
JOB TITLE: ACCOUNTANT
REPORTS TO: MANAGER- FINANCE
FINANCE


JOB OBJECTIVE:
The Accountant assists with the coordination of the timely and efficient preparation of the monthly management accounts, reporting templates, annual financial statements, annual budget and statutory returns

MAJOR RESPONSIBILITIES:
Prepare the monthly management accounts. Prepare and review the templates for submission to the holding company. Prepare the annual financial statements in accordance with IFRS. Oversee the interim and year end audits. Prepare board reports. Prepare and review taxes and handles all tax queries. Research IFRS requirements for accounting issues Review quarterly and annual CBTT returns Prepare the annual budgets and required forecasts Prepare Compliance reports on a monthly basis. Review fraud reports and makes recommendations for appropriate action Assist with the external audit by reviewing and delivering audit schedules to auditors and handling queries as needed QUALIFICATIONS:
ACCA qualified

EXPERIENCE:
5 years accounting experience, of which at least three (3) years should be post qualification.

KEY COMPETENCIES:
Work Ethic Quality Growth Serving People Emotional Intelligence Initiative Team Orientation Problem Solving/Analytical Skills Decision Making & Risk Taking Job Knowledge/Skills
PERSONALITY:
The Accountant must be driven, organized with excellent time management skills, comfortable working with minimal supervision, flexible and articulate. He /She must possess unquestioned integrity and act in a professional manner at all times.


CONTACT via Email: Christa Gayadeen

BUSINESS UNIT: GUARDIAN LIFE OF THE CARIBBEAN LIMITED
LOCATION: CHAGUANAS
JOB TITLE: TRAINING OFFICER
REPORTS TO: MANAGERS- SALES TRAINING AND DEVELOPMENT
SALES TRAINING AND DEVELOPMENT


JOB OBJECTIVE:
The Training Officer efficiently manages, develops, designs, implements and delivers training programs with the support of the Managers - Staff and Sales Training in the achievement of the strategic objectives of the department and the company.

MAJOR RESPONSIBILITIES:
Assess training needs with the Manager/s to design, develop and implement training programs in accordance with the training plan. Responsible for the delivery of training programs in accordance with the training plan and as guided by the Manager/s. Responsible for adjusting training materials/training programs in accordance with any process, products or service changes by GLOC. Attend and participate in meetings pertaining to any operational changes in the training plan in the absence of the Manager/s. Responsible for providing the Manager/s with monthly reports on participant feedback on the training programs delivered. Responsible for developing, and maintaining training materials for the training department as guided by the Manager/s. These materials will be used as reference manuals/ training guides for the organization QUALIFICATIONS:
First Degree in Business or a related field from a recognized tertiary level educational institution Train-the-Trainer Certification LOMA 280, 290, ACS 100 and all related parts.

EXPERIENCE:
At least three (3) years experience in a training environment, two of which must be in the insurance industry. Advanced Microsoft Excel including experience in the use of Pivot tables, Charts, Audit Trails and database functions.

KEY COMPETENCIES:
Work Ethic Growth Quality Serving People Planning/Organizing/Flexibility Initiative Team Orientation Interpersonal/Communication Skills Continuous Improvement Job Knowledge/Skills
PERSONALITY:
The Training Officer should have the ability to manage several tasks while meeting deadlines. The incumbent must be highly motivated with strong work ethics, possess excellent interpersonal and communication skills, must have excellent people skills and be able to work under pressure He/She must have excellent customer service skills and be able to deal with difficult people whilst maintaining mutual respect.


CONTACT via Email: Christa Gayadeen

BUSINESS UNIT: GUARDIAN GENERAL INSURANCE LIMITED
LOCATION: MARAVAL ROAD
JOB TITLE: SENIOR MANAGER- MARKETING, SALES AND RELATIONSHIP MANAGEMENT
REPORTS TO: THE CEO- GUARDIAN GENERAL INSURANCE LIMITED


JOB OBJECTIVE:
The Senior Manager is required to maximize profits through Sales and Marketing Strategies that match customer requirements, promoting company products and services, building key customer relationships and identifying business opportunities.

MAJOR RESPONSIBILITIES:
Formulate and execute approved marketing strategies. Identify business opportunities and client prospects for targeted market segments, evaluating their position in the industry and obtaining approvals to pursue acquisition. Identify product improvements/enhancements and new products by remaining current on industry trends Collaborate with the line Managers in preparing budgets and formulate methods for monitoring performance against established targets. Direct market research on market segments and perform analysis for strategic action and execution of plans. Direct the workflow of advertising and Communications campaigns, Manage strategic relationships and support, cultivate and grow new relationships with our customers Network and establish links, keeping abreast of prospects for business, seizing sales opportunities energetically and solicit business to build the portfolio in keeping with the company's objectives and capacity QUALIFICATIONS:
First Degree in Marketing and Communication, Business Administration or any related discipline from a recognized tertiary level educational institution. Postgraduate qualification in a related field. IABC (International Association of Business Communicators) Certified.

EXPERIENCE:
5-7 years proven experience in a similar role At least 5 years experience managing people Sound understanding of Market research techniques, data and statistical analysis. Demonstrated skills, knowledge and experience in the design and execution of marketing, communications and public relations activities. Working Knowledge of General Insurance and its products would be an asset

KEY COMPETENCIES:
Work Ethic Quality Customer Service Orientation Developing Others Achievement Orientation Leadership & Communication Strategic Orientation Change Leadership Implementation Decision Making/Risk Taking Emotional Intelligence
PERSONALITY:
The Senior Manager must be a strategic thinker and possess strong business acumen. He/ She must be articulate, methodical, and be willing to take calculated risk. He/ She must have the ability to encourage and empower others to embrace change. The incumbent must be customer focused and display high levels of emotional intelligence. The position requires an individual who is confident, self- driven and has a passion for innovation.


CONTACT via Email: Christa Gayadeen

BUSINESS UNIT: GUARDIAN ASSET MANAGEMENT
LOCATION: WESTMOORINGS
JOB TITLE: INVESTMENT ASSISTANT
REPORTS TO: TEAM LEADER- INVESTMENTS
GAM INVESTMENTS


JOB OBJECTIVE:
The Investment Assistant - Mortgages &/ Investment Administration supports the Manager by performing all operational duties and tasks required in the provision of asset management services to clients as identified in their service level agreements with the Company.

MAJOR RESPONSIBILITIES:
Administer the local and overseas investment portfolios for the Guardian Life of the Caribbean Limited including monitoring all bank accounts daily, preparing net asset value (NAV) calculations and preparing all audit reports Prepare all pricing sheets and price analysis sheets for upload onto the investment software. Prepare investment, regulatory, summary and other analytical reports Review and reconciles all ledger accounts QUALIFICATIONS:
At least two (2) years experience in a Financial Services Environment.

EXPERIENCE:
5 CXC/CSEC Passes including Mathematics and English Language and Accounts. 2 A Level/ CAPE Passes. CAT or ACCA level 1 or pursuing same

KEY COMPETENCIES:
Work Ethic Growth Quality Serving People Problem Solving/Analytical Skills Planning/Organzing/Flexibility Interpersonal/Communication Skills Initiative Job Knowledge/Skills Team Orientation
PERSONALITY:
The Investment Assistant must be organized, methodical, articulate, and self-confident. The individual must possess the ability to effectively manage time and meet deadlines in a fast paced dynamic environment. He/She must be self-driven and must be able to deliver high quality work with minimum supervision while displaying strong work ethics. The ideal candidate must welcome new challenges and be able to adapt to a changing environment.


CONTACT via Email: Christa Gayadeen

BUSINESS UNIT: GUARDIAN ASSET MANAGEMENT
LOCATION: WESTMOORINGS
JOB TITLE: WEALTH MANAGER
REPORTS TO: VP- SALES
GAM SALES


JOB OBJECTIVE:
The Wealth Manager acquires, maintains, enhances and develops a high net worth client base for the companys various investment products and services (Private Wealth & Mutual Funds). The position is also responsible for delivery of GAMs portfolio recommendations based on identified client objectives, risk tolerance & time horizons of the client.

MAJOR RESPONSIBILITIES:
Generate business through acquisition of new high net worth clients. Increase the assets under management of existing clients through sale of additional products. Offer clients on-going, pro-active and personalized advice and investment recommendations through a thorough understanding of GAMs asset allocation. Build a strong and long-term relationship with clients. Consult with clients on risk tolerance, investment strategies, options, products and services that are suitable for their needs. Track and translates investment performance and makes recommendations. Follow up, ensuring that all client enquiries and requests are handled promptly and accurately. Keep clients abreast of GAMs new product offerings, policies and procedures. Keep abreast of competitor and market information. Conduct client education seminars/presentations. QUALIFICATIONS:
A First degree from a recognized tertiary educational institution. A Postgraduate qualification in Business or Finance

EXPERIENCE:
At least three (3) years experience with a proven track record of successfully managing and developing financial customers. At least three (3) years experience working in a similar position, as a broker or as a private banker in a comparable segment. Three to five (3 - 5) years sales experience in a similar capacity. Specialized training in the Marketing of financial products. Significant knowledge of financial management, investment products and services. Keen understanding of the risk, return and liquidity implications of various portfolio strategies.

KEY COMPETENCIES:
Work Ethic Quality Growth Serving People Planning/Organizing/Flexibility Interpersonal/Communication Skills Problem Solving/Analytical Skills Decision Making/Risk Taking Initiative Job Knowledge/Skills
PERSONALITY:
The Wealth Manager must be extremely professional, articulate, knowledgeable, self-motivated, confident and driven to succeed in a competitive environment. Must demonstrate integrity and trustworthiness, be well organized with the ability to manage time effectively, have superior listening skills and excellent communication and presentation skills. While able to function independently, he/she must be comfortable working as part of a team when required


CONTACT via Email: Christa Gayadeen

BUSINESS UNIT:
LOCATION: WESTMOORINGS
JOB TITLE: BUSINESS INTELLIGENCE ANALYST
REPORTS TO: FINANCE ACTUARY
OFFICE OF GROUP CEO


JOB OBJECTIVE:
To support the Finance Actuary in actuarial and business intelligence functions including data analytics, dashboard and report building, database querying and VBA programming.

MAJOR RESPONSIBILITIES:
Query AS400 database. Manipulate and analyze Oracle Reports. Build dashboards with Microsoft BI (or similar software) Build and maintain a wide range of Microsoft Excel spreadsheets and models. Work with various data sources and database software QUALIFICATIONS:
First Degree from a recognized tertiary educational institution in Mathematics, Statistics, Economics, Actuarial Science or other related field. LOMA 280, 290 307 and 361 CT1 Financial Mathematics or willingness to pursue same

EXPERIENCE:
Advanced Microsoft Excel including experience in the use of Pivot tables, Charts, Audit Trails and database functions. Basic programing experience (existing or will be trained); VBA or R. At least one (1) year experience in a data-management position.

KEY COMPETENCIES:
Work Ethic Growth Quality Serving People Planning/Organizing/Flexibility Interpersonal/Communication Skills Problem Solving/Analytical Initiative Job Knowledge/Skills Creativity
PERSONALITY:
The Business Intelligence Analyst should be self-sufficient, organized, adaptable to unforeseen situations and able to effectively manage time and resources. He / She must possess unquestioned integrity and be able to work with confidential information. The incumbent must be willing to take on new challenges and be comfortable working on new group projects, He/She must also be able to efficiently perform in a fast-paced environment


CONTACT via Email: Christa Gayadeen

BUSINESS UNIT: GUARDIAN ASSET MANAGEMENT
LOCATION: WESTMOORINGS
JOB TITLE: INVESTMENT ADVISOR
REPORTS TO: MANAGER- SALES


JOB OBJECTIVE:
The Investment Advisor acquires, develops and maintains an affluent client base for the company, utilizing its suite of Mutual Funds as well as upselling its Private Wealth offering where possible. He/She offers basic financial and investment advice, demonstrated by a thorough understanding of the companys products and services.

MAJOR RESPONSIBILITIES:
Generate business through acquisition of new clients Increase assets under management of existing clients through sale of additional products Daily Sales activities - prospecting, client meetings etc., update Pipeline Keep abreast of competitor and market information Keep clients abreast of GAMISLs new product offerings Assist clients with selection of investment options. Keep clients abreast of their investment performance Facilitate yearly portfolio allocation sessions with clients Conduct client education seminars Assist the Manager - Sales with defining, segmenting and targeting of GAMISLs Market Generate referrals, develop Centers of Influence (COIs) Ensuring that clients information is regularly updated to meet Compliance guidelines QUALIFICATIONS:
A First Degree from a recognized tertiary educational institution preferably in Finance or finance related

EXPERIENCE:
At least two (2) years working experience in the financial services environment. At least two (2) years sales experience in a similar capacity with a proven track record of developing financial customers.

KEY COMPETENCIES:
Integrity Growth Quality Serving People Planning/Organizing/Flexibility Interpersonal and Communication Skills Problem Solving/Analytical Skills Decision Making/Risk Taking Initiative Job Knowledge/Skills
PERSONALITY:
The Investment Advisor (IA) will be extremely professional, articulate, knowledgeable, self-motivated, confident and driven to succeed in a competitive environment. He/She must demonstrate integrity and trustworthiness, have superior listening skills, have a forward thinking approach and be able to function independently. The IA must also be comfortable working as part of a team when required to do so.


CONTACT via Email: Christa Gayadeen