Client Relationship Officer (CRO)

What we offer

We offer a career opportunity at a company known for its entrepreneurial spirit and expertise in private banking. Our corporate culture is characterized by an open and team-oriented atmosphere, where every employee has the opportunity to learn, grow, and thrive.

Who you are

You are a motivated and experienced financial services professional who is passionate about supporting key initiatives in a fast-paced environment. You are a hard worker, a dedicated and positive person who is constantly striving to make outstanding contributions and make a difference.

What you'll be doing

Your responsibilities will include:

• Prospecting for strategic high-net-worth clients for EFG Bank & Trust (Bahamas) Ltd and its custody centers in your respective region.
• Customer relationship management with a focus on investment advice and investment and cash management services.
• Processing of securities trading orders and assessment of suitability.
• Ensure that the scorecard is at 100%.
• Ensuring sufficient funding to cover customer account transactions.
• Analysis of portfolio positions, investment maturities, dividend payments, coupon receipts, and processing of corporate actions.
• Maintaining the integrity of recorded customer transactions, ensuring proper creditworthiness, and covering overdrafts.
• Continuously review client accounts and related investment transaction activities to ensure that they comply with the department’s compliance requirements and the division’s general policies.
• Interact with customers to address their investment needs, identify complaints, and escalate them to management when necessary.
• Face-to-face meetings with customers in your region.
• Tracking the investment performance of client portfolios.
• Preparing forecasts for new business and tracking the progress of the current sales pipeline.

What you'll need

You will need:

• An asset management mandate for HNW and UHNW clients with total assets exceeding $25 million.
• A bachelor's degree in business administration, finance, economics, or a related field (a master's degree is 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.

Why you should join us

We offer a variety of benefits, including:

• Medical, vision, and dental care for employees and their eligible family members.
• Short-term and long-term disability insurance, as well as group life insurance—fully funded by us.