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CLIENT RELATIONSHIP OFFICER – Investment Banking

Title CLIENT RELATIONSHIP OFFICER - Investment Banking
Categories Banking & Financial Services
Salary US$45,000-60,000
Location Grand Cayman
Job Information

CLIENT RELATIONSHIP OFFICER - Investment Banking

Core Functions:

  • Effectively handle customer requests, receive and enter orders, identify and resolve problems in order to meet the needs of our high net worth customers in a courteous and professional manner.
  • Proactively provide a consistent and reliable customer service experience and promote the retention of high net worth customer base.
  • Track unresolved issues to completion through the appropriate departments and systems.
  • Increase the Company’s market share in the private banking and wealth management industry through referrals, as well as through external prospecting, selling and cross-selling the company’s products and services, and strengthening the relationship between the company and its high net worth customers and prospects.
  • Manage accounts for high net worth customers.
  • Assist wealth advisors with preparing investment policy statements.
  • Ensure daily reconciliation of trades processed.
  • Complete research reports when requested.
  • Generate targeted levels of revenues by growing and managing customer portfolios.

Minimum Qualifications and Experience:

  • First Degree in Finance, Economics, Business Administration or related area
  • Three (3) years related experience in a similar role in an investment company or private bank.

Specialized Knowledge & Training Requirement

  • Techniques for selling financial products & services.
  • Knowledge of the Company’s products and services and industry jargons.
  • Thorough knowledge of the company’s operating systems, procedures and policies.
  • Excellent PC skills, including Word, Excel and PowerPoint
  • Familiarity with Bloomberg and trading platforms
  • Superior customer experience skills with advanced interpersonal & diplomacy skills

The salary range is USD45,000 to USD60,000

Job Type permanent
Apply to Email gill@baraud.com