Job Description

Career Opportunity

Are you ready to join our #EntrepreneurialThinking#PrivateBanking ever-growing team that continuously transforms talented employees into the finest wealth management professionals and efficient business leaders - empowering entrepreneurial minds to create value today and for the future? Then EFG is the place for you!

Who We Are

We are a leading Swiss private banking group with global reach and presence, shaping one of the most attractive growth markets in financial services. At EFG, we have created a new banking experience and an entrepreneurial business model centered around our clients and the independent and customized advice our Client Relationship Officers (CROs) offer them.

We are passionate about delivering expert advice to our clients, managing their assets, financial and family affairs, and creating solutions that enable them to reach their financial ambitions in highly competitive markets.

With over 25 years in business, today -as when we started- EFG is driven by one imperative goal: to create the best possible solutions for our clients. But success can only be built on serving our clients to the best of our ability, and it is this undertaking that motivates us all. At EFG, we believe that the human touch and talent make all the difference!

We are looking for passionate, impact players to join our success story while taking our company to new heights. Come join us and become immersed in our best-in-class, team-oriented type of culture -where every employee has the opportunity to learn, grow and thrive. This is our inspiration!

Who You Are

You are a motivated exceptional financial services professional who is passionate about supporting key initiatives in a fast-paced environment. You excel at handling a rapid flow of requests and always thrive to provide utmost excellent level of support. You are a hardworking, dedicated, and positive individual who continuously aims to make outstanding contributions and effect a difference from day 1.

What You’ll Do

• Prospecting of strategic HNW clients for EFG Bank & Trust (Bahamas) Ltd and its custodian centers within his/her respective assigned region.
• Management of client relationships focusing on investment advisory/execution and discretionary services.
• Processing of securities trading orders and cross-checking for investment suitability.
• Ensuring Scorecard is at a 100%
• Ensuring adequate funding to cover Client account transaction activity.
• Analyzing portfolio positions, investment maturities, dividend payments, coupon receipts and attending to corporate actions.
• Maintaining the integrity of booked credit transactions, ensuring proper Lending Value ratios, coverage of overdrafts etc.
• Continuously review client accounts and related investment and transaction activity to ensure alignment with the unit’s compliance requirements and division’s General Directives.
• Interacting with clients to service investment needs, detect complaints and escalate to Management as appropriate.
• Meet in person with Clients traveling to assigned region.
• Tracking of client portfolio investment performance.
• Preparing new business forecast reports and tracks current business pipeline progress.

What You’ll Need

• Managing a book of HNWI and UHNWI clients with total AUM > USD 250Mi.

• Bachelor’s degree in Business, Finance, Economics and/or related field (Master’s degree preferred).

• Registration at the Securities Commission of Bahamas, Canadian registration or similar registration required.

• Solid understanding of investment products, financial market fundamentals, account management and administration.

• Minimum of 5 – 7 years of work experience in Private Banking, Broker/Dealer or related field.

• High level of interpersonal skills.

• Strong Compliance conviction.

Life at EFG

At EFG, our sustainable success is based on our talents and how we partner with our clients and communities to create lasting value. Staying true to that mission, we fully live by our corporate values: being Accountable, Hands-on, Passionate, Solution-driven, and Partnership-oriented, these values represent the essence of our brand and encapsulate the DNA of our organization. In other words: They say who we are, what we do and how we do it.

We have a constant healthy respect for our EFG culture and community. We believe that all employees should have the opportunity to lead and appreciate that good ideas can come from anyone. From the top down, our leaders are actively involved in strategic oversight, running the business, and in the well-being and growth of all employees. We consider our people our number one asset and as such, we unceasingly aim for our employees to realize their full potential by continuously assessing and offering new personal and professional development opportunities.

Why You Should Join EFG

We have historically regarded the well-being of our employees at heart and on top of mind. In that vein, we continue to strive to offer benefits and programs that support the interests of our teams while continue to foster the culture that makes us an Employer of choice. Some of the benefits you can expect when you join EFG include:

• Medical/Vision/Dental coverage for employees and their eligible family members

• Short Term & Long-Term Disability, as well as Group Term Life insurance – fully covered by EFG; no expense to the employee

• Competitive first-level leave and other time-off policies

• Company Pension plan with employer match of 5% up to 7% of eligible compensation

• Company-sponsored training and professional development opportunities

• Employee Spotlight recognition

  If you’re ready for a career where you can exercise your passions while being surrounded by the finest wealth managers of their generation, who are relentlessly committed to service, and have a team-player mindset, apply today!