Job Description

Since inception in 1997, RF Group has been committed to helping clients create and manage wealth. We are your local private bank connecting Barbadians with the best in local and international investments.

The Trader assists in driving sales and provides administrative support in the component of Capital Markets for RF Merchant Bank & Trust (Barbados) Limited.

Main Duties and Responsibilities:

• Meet with walk in clients to assess their investment needs.
• Provide clients with information regarding investments in order to make informed decisions.
• Accept instructions from clients for the sale and purchase of investments and trade on the local exchange
• Process Margin Loans in accordance with guidelines
• Assist with the preparation of margin loan reports
• Monthly analysis of margin loans and the monitoring and following up of delinquent account
• Preparation of Monthly Account reconciliations –BCSD to client portfolios
• Promote and distribute various investment products of the Company
• Solicits new account holders and attains established sales targets
• Assist with preparation and distribution of local and regional trade and international confirmations to clients
• Follow up on the preparation of BCSD Trade Settlements and client payments
• Preparation and posting of all trade and settlement related transactions
• Liaise with Analyst to ensure the preparation and dissemination of company specific research (buy sell hold recommendation) as well as trading reports and trading ideas to clients
• Maintain knowledge and stay abreast of developments in the local and regional markets.
• Ensure BSE billings are paid monthly, including contingency payments.
• Assist with the preparation and review of portfolio statements for Investment management clients
• Any other related duties that may be assigned

Requirements/ Qualifications:

• Bachelor’s Degree in Economics, Accounting, Finance or related field
• Canadian Securities Course (CSC) is a strong asset
• 2-3 years’ experience in investment banking
• Ability to manage multiple priorities/excellent organizational skills
• Ability to work with minimum supervision
• Strong interpersonal, problem solving and customer service skills
• Demonstrated written and verbal communication
• Microsoft Office proficiency

Competitive compensation package will commensurate with relevant experience and qualification. RF Merchant Bank & Trust (Barbados) Limited appreciates your interest. However, only those applications shortlisted will be contacted. Internal Candidates are given preferential consideration for all vacant positions.