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Assistant Trust Officer, Barbados

To assist with the day to day operational support of the unit’s service and sales functions by providing unit and client administration services, regulatory and reconciliation functions and other administrative duties as required.

PRIMARY RESPONSIBILITIES:

  • Assist the client service team as required in the day to day administration of Trusts and Managed Companies
  • To respond promptly to client requests with the highest standards and confidentiality at all times
  • Liaise with PCAT regarding the preparation of Trust and Managed Company minutes and other documents as required
  • To carry out such other duties as may be required from time to time of an Assistant Trust Officer

 

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Relationship Manager, Bermuda

HSBC Bank Bermuda Limited is seeking to recruit an experienced relationship manager and business development specialist in the Domestic arena. The incumbent will be experienced in developing and growing our capability to provide innovative financial solutions to our small and medium size local clients.

Major responsibilities
• Optimise the current and potential future value of the existing client base, grow the department’s client portfolio and network of Key Business Introducers with the view to enhancing financial growth for the bank and fostering long-term, profitable relationships, predominantly aimed at existing and new small and medium size local clients
• Continually improve the standards of customer driven behaviour, assisting in the development of a robust service and sales culture through customer contact management and the achievement of daily contact standards to achieve cross sales while operating a balanced approach to risk management
• Continually reassess the operational risk inherent in the business, taking account of changing economic or market conditions, legal and regulatory requirements, operating procedures and practices, management restructuring, and the impact of new technology
• Implement the Group Compliance Policy by containing compliance risk in conjunction with the relevant Compliance Department

Personal Banker, Jamaica

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The successful candidate will primarily be responsible for proactively undertaking sales activities to grow the Bank’s deposit base and credit portfolio. He/She will engage customers and prospects in a courteous and efficient manner to ensure delivery of a high standard of professional service in keeping with the Bank’s Service Standards.

Core Functions of the Position
Primary duties include, but are not limited to, the following:-
• Solicit and prospect for new banking relationships and credit customers.
• Facilitate theloan application process ensuring that proper due diligence is observed. Prepare credit approval requests execute competent security procedures to avoid risk.
• Maintain adequate knowledge of all banking products. Offer solutions to clients seeking advice on issues relating to financing new or existing business.
• Develop relationships with current and potential customers with a view to securing new business for the Bank.

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Knowledge Management/Public Education Specialist, Barbados

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Reporting to the Project Manager (PM), CDRRF, the objectives of the KM/PE Specialist will be to:
1. Guide the design of appropriate KM/PE strategies for the CDRRF and for the CDRR-funded sub-projects.
2. Coordinate the implementation and delivery of the KM/PE outputs and outcomes of the CDRRF and approved sub-projects.
3. Document the success or otherwise of CDRR-supported interventions, providing evidence of impact and demonstrating good value for money as well as for strategically disseminating best practices and lessons learnt.
4. Develop programmes for dissemination of information and public education.

KEY RESPONSIBILITIES
The KM/PE Specialist will:
1. Support the design and targeted delivery of the CDRR KM/PE strategy in collaboration with the PM and Monitoring and Evaluation (M&E) Specialist.Facilitate the development of CDRR sub-project KM/PE strategies.
2. Coordinate the collection of existing and/or new data, as necessary, to give effect to agreed KM/PE strategy for the CDRR-funded project as well as for approved sub-projects.

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Customer Service Representative, Jamaica

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To provide prompt and efficient service to our customers and assist in maintaining good customer relations at all times.

The successful candidate will have the ability to interact effectively in addressing customers’ needs.

Duties & Responsibilities:
• Prepare and issue duplicate passbooks and passcards.
• Processletter transactions e.g. bearer bringing in letters from account holders to effect withdrawal.
• Investigate funds deposited to the Society through foreign banks as well as salary deductions
• Deal with customers bringing in legal documents (e.g. death certificates, letters of administration, declaration of next of kin, change of name by deed pole, etc.) associated with withdrawals.
• Hypothecate savings accounts and give information on Share Loans.

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Senior Associate – Asset Management, Bermuda

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You will work closely with experienced Managers, Directors and Partners on client audits. Using a controls-based audit approach, you will be involved in a broad variety of audit engagements from the planning phase through to execution and completion. You will be responsible for identifying and evaluating financial statements misstatements and potential deficiencies in internal controls. Your wide variety of experiences will result in you gaining valuable management skills early in your career. In addition your responsibilities will include:
• Coaching, advising and directing team members
• Monitoring engagement economics
• Updating existing knowledge of the asset management industry through research and attendance at specific industry training courses
• Leading an audit team. Assisting in setting the audit approach to the engagement which makes effective use of team members’ skills
• Liaising with clients to obtain relevant information in order to resolve any queries and to identify issues requiring further clarification
• Identifying the key business and audit risks of a client and investigation of audit issues to arrive at a solution or a proposal

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Associate Director (Banking), Bahamas

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Your opportunity: Associate Director, Business Implementation
• Drive client proposals from point of contract to proposals, negotiation of structure and documentation, and the onboarding of new fiduciary structures including the collection of assets
• Be proficient in communicating and negotiating amongst prospects, legal counsel, senior leadership and fiduciary associates
• Provide technical direction to wealth structures on asset holding vehicles such as Private Trust, Foundations, Insurance, Family Limited Partnerships, Private Companies relating to the onboarding of new business
• Foster a culture committed to service excellence with a high standard of quality administration
• Be part of a team of experts that identifies and continuously add value to relationships involving high net worth individuals, the family enterprise groups controlled by them, purposes, faith and philanthropic organizations
• Deepen relationships serviced by Scotia trust’s Bahamas fiduciary service center and their connectivity with the Scotia bank group


http://www.caribbeanjobsonline.com/candidate/vacDetails2.asp?vacID=6674

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