Client Relationship Officer (CRO)

What we offer

We offer a wide range of benefits, including:

• 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—fully covered by EFG; no cost to the employee

Who you are

You are a motivated, exceptional financial services professional who is passionate about supporting key initiatives in a fast-paced environment. You have experience handling a rapid flow of inquiries and always strive to provide nearly outstanding support. You are a highly motivated, positive person who wants to continuously make remarkable contributions and make a difference.

What you will do

You will be responsible for the following tasks:

• Acquiring strategic high-net-worth clients for EFG Bank & Trust (Bahamas) Ltd and its custodians in their respective assigned regions
• 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 100% service level
• Ensuring sufficient funding to cover transaction activity on customer accounts
• Analysis of portfolio positions, investment maturities, dividend payments, interest income, and processing of corporate actions
• Maintaining the integrity of posted credit transactions, ensuring an accurate credit balance, and covering overdraft amounts
• Ongoing review of customer accounts and related investment activities to ensure compliance with the department’s requirements and the division’s general guidelines
• Communicating with customers to address their investment 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

What you need

You will need:

• Management of a portfolio of HNW and UHNW clients with total assets of over 25 million USD
• 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 markets, account management, and administration/operations
• At least 5–7 years of professional experience in private banking, brokerage, or a related field
• Strong interpersonal skills
• Strong commitment to compliance