Client Relationship Officer (CRO)

What we offer

We offer a wide range of benefits, including:

• Medical, health, and dental care for employees and their eligible family members
• Short-term and long-term disability benefits, as well as group life insurance

Who you are

You are a motivated, exceptional professor in the field of financial services who is passionate about supporting key initiatives in a fast-paced environment. You have experience handling a high volume of inquiries and are always committed to providing outstanding support.

What you will do

Your responsibilities include:

• 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
• Processing of securities trading orders and assessment of suitability
• Ensuring that the scorecard is at 100%
• Ensuring adequate funding to cover customer account activity
• Analysis of portfolio positions, investment maturities, dividend payments, coupon receipts, and processing of corporate actions
• Maintaining the integrity of posted customer transactions, ensuring accurate credit balances, and covering overdrafts
• Continuously monitor customer accounts and related investment and transaction activity to ensure compliance with the unit’s compliance requirements and the department’s general guidelines
• Interact with customers to address their investment needs, identify complaints, and escalate them to management when necessary
• Face-to-face meetings with customers in the assigned region
• Tracking the performance of client portfolios
• Preparing forecasts for new business and tracking the progress of the current sales pipeline

What you need

You will need:

• Management of a portfolio of HNW and UHNW clients with total assets exceeding $25 million
• Bachelor's 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
• Solid understanding of investment products, financial market fundamentals, and account management
• At least 5–7 years of professional experience in private banking, brokerage, or a related field
• Strong interpersonal skills
• Strong commitment to compliance