CORE FUNCTION:

This job is responsible for supporting the Executive Manager, Wealth Management and Financial Services in achieving the Department’s objectives in accordance with the Bank’s strategic vision, mission, and values.

DUTIES & RESPONSIBILITIES:

• Promote a customer-centric culture
• Facilitate resolution of customer queries and complaints within the Bank’s standards.
• Interview prospective clients, ensuring:
  • full disclosure and understanding of customer needs
  • transactions are consistent with customers’ investment objectives and risk profile
• Prepare periodic reports on the performance of the brokerage operations to assist in decision making
• Ensure accurate and efficient processing of trading activities, auctions, customer requests and transactions within regulatory, policy requirements and best practice standards.
• Develop and prepare investment articles, market reviews, performance analysis, newsletters, and other literature in support of the Department’s sales and education objectives.
• Implement strategies and coordinate an effective business development approach to increase client database in the local, regional and international markets.
• Conduct presentations, marketing initiatives and courtesy visits to encourage market development, achieve sales targets and solidify relationships
• Timely preparation of regulatory and reconciliation reports.
• Conduct sales, marketing, and administration of the foreign exchange trading service
• Perform administration and management of:
  • custodial trust services
  • paying agent arrangements
  • other financial solutions under the charge of the Unit
• Ensure compliance with regulatory requirements as stipulated ECSE, ECSRC and ECCSD rules, regulations and guidelines.
• Acquire and maintain current knowledge of the Bank’s policies, procedures, products, and services particularly as it relates to Wealth Management operations, Know Your Customer, and AML/CFT; and ensuring continuous compliance.
• Keep up to date with market conditions and developments.
• Undertake other duties that are consistent in achieving the objectives of the position and assigned by the principal.
• Any other duties assigned from time-to-time.

REQUIRED KNOWLEDGE, SKILLS & ABILITIES:

• Selling and presentation skills
• Negotiation skills
• Financial Analysis skills
• Organizational and time management skills
• Problem solving and analytical skills
• Numeracy skills
• Interpersonal skills
• Communication skills
•  Risk management skills
• Computer Skills – including ECSE trading platform

QUALIFICATIONS & TRAINING

• Bachelor’s Degree in Accounting, Finance or Economics or Accounting or Professional Accounting Accreditation – Intermediate Level
• Eastern Caribbean Securities Market (ECSM) Certification

DEADLINE FOR EXPRESSIONS OF INTEREST: Applications must be addressed to the Senior Manager, Human Resources on or before Monday January 24, 2022, via email: [email protected]