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, investment management, and discretionary services.
• Execution of securities trading orders and assessment of suitability.
• Ensuring that the scorecard is met 100%.
• Ensuring sufficient funding to cover transaction activity in customer accounts.
• Analysis of portfolio positions, investment maturities, dividend payments, coupon payments, and processing of corporate actions.
• Maintaining the integrity of recorded customer transactions, ensuring accurate credit balances, covering overdrafts, etc.
• Continuously monitor customer accounts and related investment and transaction activities to ensure compliance with the department’s requirements and general policies.
• Communicating with customers to address their needs, identify complaints, and, if necessary, forward them to management.
• Face-to-face meetings with customers in the assigned region.
• Tracking the investment performance of client portfolios.
• Preparing forecasts for new business and tracking the progress of the current sales pipeline.

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, financial market fundamentals, and account management and administration.
• 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, vision, and dental coverage for employees and their eligible family members.
• Short-term and long-term disability benefits, as well as group benefits.