WEALTH MANAGEMENT & FINANCIAL SERVICES OFFICER

  • Employment Type: Full Time
  • Posting Date: January 10, 2022
  • Expiry Date: January 24, 2022
  • Experience:
  • Education: Bachelor’s Degree in Accounting, Finance or Economics or Accounting or Professional Accounting Accreditation – Intermediate Level

 

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]

 

 

[class^="wpforms-"]
[class^="wpforms-"]