Client Relationship Officer (CRO)

Tasks

• Prospecting for strategic high-net-worth clients for EFG Bank & Trust (Bahamas) Ltd and its custodians within the respective region.
• Management of client relationships with a focus on investment advice/execution and discretionary services.
• Execution of securities trading orders and assessment of suitability.
• Ensuring a service level of at least 100%.
• Ensuring sufficient funding to cover transactions in customer accounts.
• Analysis of portfolio positions, investment maturities, dividend payments, interest income, and processing of corporate actions.
• Maintaining the integrity of recorded credit transactions, ensuring appropriate credit ratings, covering overdrafts, etc.
• Continuously monitor customer accounts and related investment and transaction activities to ensure compliance with the department’s compliance requirements and general policies.
• Communicate with teams to address facility needs, identify complaints, and, if necessary, forward them to management.
• In-person meetings with customers (travel to the assigned region).
• Tracking the investment performance of client portfolios.
• Preparing forecasts for new business and tracking the progress of current business activities.

Requirements

• Management of a portfolio of HNW and UHNW clients with total assets exceeding $25 million.
• Degree in business administration, finance, economics, or a related field (master’s degree preferred).
• Registration with the Securities Commission of The Bahamas, Canadian registration, or similar registration is required.
• A solid understanding of investment products, the fundamentals of financial markets, account management, and administrative expertise.
• At least 5–7 years of professional experience in private banking, brokerage, or a related field.
• Strong interpersonal skills.
• A strong commitment to compliance.

We offer

• Medical, health, and dental care for employees and their eligible family members.
• Short-term and long-term disability insurance, as well as group term life insurance—fully covered by EFG; no cost to the employee.