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Job Title Client Relationship Officer
Our Reference J21785
Employment Term Permanent
Location Bermuda
Industry Financial Services
Discipline
On behalf of our Client, we are seeking a Client Relationship Officer to join their team. The candidate must be a seasoned financial professional with at least 10 years of sales and marketing experience in providing wealth management services to high net worth clients including families, trusts, and companies. Must demonstrate a solid knowledge of investments, banking and trust services. The ability to bring, service and grow his / her own client book is extremely important.

Skills & Experience:

• Self starter comfortable working entrepreneurially within a global private bank / asset management environment
• Ability to work well with a team of regional investment specialists to deliver first class wealth management solutions on a discretionary, advisory and/or execution only basis
• Ability to work within a strong risk and compliance framework
• Proficiency in MS Office IT applications (Word, Excel, PowerPoint, Outlook)

To apply please send your résumé to bdajobs@expertise.bm or apply online.

All enquiries will be dealt with in strict confidence.


     
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