Job Description
CAREER OPPORTUNITIES AT FIRST CAPITAL
About Us
First Capital is a member of the JXG (Janasakhthi Group) focused on delivering performance first through its operations as primary dealer, stockbroker, corporate advisory, debt structuring and wealth management. Rated A+ (Stable) by Lanka Rating Agency Limited, First Capital is a full-service investment institution in Sri Lanka. The Company has over four decades of expertise in providing capital market solutions.
Join us for a rewarding career with endless opportunities for career development and personal growth.
RELATIONSHIP ASSOCIATE (MATARA)
Job Responsibilities
- Manage and maintain relationships with existing and prospective clients, ensuring consistent and professional engagement.
- Achieve assigned sales, AUM growth, revenue and business development objectives.
- Identify potential client needs and recommend appropriate investment products and services in line with approved guidelines.
- Support client acquisition, referral generation, follow-ups, presentations, networking and business development initiatives.
- Manage account opening, onboarding, documentation and customer information requirements accurately and efficiently.
- Support investor awareness programs, client engagement initiatives, client events and marketing activations to promote financial literacy and investor participation.
- Maintain accurate and up-to-date customer records, sales pipelines and relationship management data.
- Assist in managing existing client relationships, reactivating dormant clients and identifying opportunities to grow client participation and AUM.
- Conduct regular client meetings, corporate visits, networking activities and business development initiatives to generate new business opportunities and support AUM growth.
- Actively prospect, acquire and onboard new clients through referrals, networking, digital leads, and business development activities.
- Adhere to all compliance and regulatory requirements.
Person Specifications
- Diploma, degree or professional qualification in Finance, Business Management, Marketing, Economics or a related field will be an advantage.
- 2-4 years of experience in sales, relationship management, banking, financial services, insurance or another customer-facing role would be preferred.
- Strong communication and interpersonal skills.
- Basic understanding of investments, financial markets or capital market products will be an advantage.
- Ability to work independently while maintaining strong teamwork and collaboration.
- Results-oriented with a passion for client acquisition, relationship building and business development.
- Existing professional, business or community networks within the Southern Province would be an added advantage.
To Apply, please send your CV to: [email protected] on or before the 08th of November 2026.
