Client Relationship Officer (CRO)

Tasks

• Prospecting for strategic high-net-worth clients for EFG Bank & Trust (Bahamas) Ltd and its custody centers 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.
• Ensure that the scorecard is at 100%.
• Ensuring sufficient funding to cover transaction activity in customer accounts.
• Analysis of portfolio positions, investment maturities, dividend payments, coupon receipts, and processing of corporate actions.
• Maintaining the integrity of posted credit transactions, ensuring accurate credit balances, covering overdrafts, etc.
• Continuously review client accounts and related investment activities to ensure compliance with the department’s requirements and 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 investment performance of client portfolios.
• Preparing forecasts for new business and tracking the progress of current business.

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 term life insurance.