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Client Relationship Manager at Capital Union Bank|The Bahamas

Position:

Client Relationship Manager at Capital Union Bank

Location:

The Bahamas

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Last updated: 2024-09-09
Updated: 2024-09-09

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Work Experience 14 years

Client Relationship Manager at Capital Union Bank

Jul 2023 - Current

Client Service Officer (CSO) at EFG Bank & Trust (Bahamas) Ltd.

Jul 2017 - Dec 2022

Relationship Manager with the title of Assistant Treasurer – External Asset Managers Desk at BSI Overseas (Bahamas) Ltd.

Feb 2013 - Jul 2017

Private Banking Assistant/Account Officer – External Asset Managers Desk at BSI Overseas (Bahamas) Ltd.

Apr 2015 - Apr 2016

Private Banking Assistant – External Asset Managers Desk at BSI Overseas (Bahamas) Ltd.

Feb 2013 - Apr 2015

Business Development, Marketing and Customer Relations Representative at I.C.S. Bahamas

Dec 2012 - Feb 2013

Electronic Monitoring Centre (EMC) Operator at I.C.S. Bahamas

Nov 2012 - Dec 2012

Their professional focus is Anti Money Laundering, Asset Management, and Association of Chartered Certified Accountants (ACCA) across 3 core areas.

Education

Bachelor of Business Administration - BBA at European University

Bachelor of Arts - BA at Franklin University Switzerland

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