Experience

• 

  Cornèr Bank - Bahamas

  • Bahamas
  • Banking
  • 1 - 100 Employee

  • Assistant Vice President

    • Mar 2024 - Present

  • Junior Relationship Manager

    • Oct 2020 - Present

• 

  Julius Baer

  • Nassau, Bahamas

  • Associate Relationship Manager

    • Aug 2015 - Sep 2020
    • Nassau, Bahamas

    Assistant Relationship Manager

• 

  Private Investment Bank Ltd

  • Nassau, Bahamas

  • Compliance Assistant

    • Jul 2014 - Aug 2014
    • Nassau, Bahamas

    Various Tasks:Compliance Assistant- High Risk Transaction Reporting; ensuring the legitimacy of transactions in accordance with the CRIME ACT 2000 Part V. Required the proficient utilization of the Avoloq program.Audit of External Asset Managers’ (EAM) Files; reviewing and assessing EAM files and communicating material findings to key representatives. Handling of sensitive data such as Beneficiary and other entities with legal rights in regards to account access.

• 

  Pictet Wealth Management

  • Nassau, Bahamas

  • Summer Student

    • May 2013 - Jun 2013
    • Nassau, Bahamas

    Various Departments:Trading (Equities/Forex/Money Markets)- Processed and executed trade orders. For this position, I had to ensure that submitted data corresponded with the requested order for an accurate and complete transaction.Relationship/Portfolio Management- Required market research of specific commodities in regards to clients, and analysis and interpretation of such information. This was carried out to translate to HNWIs the correlation and performance between the client portfolios and the requested commodity.

• 

  Insurance

  • Nassau, Bahamas

  • Assistant to Branch Manager

    • May 2011 - Sep 2011
    • Nassau, Bahamas

    Required an understanding of Insurance theory and salesmanship.Acquired knowledge of basics of Insurance and underwritingAscertained Certificate to act as Insurance Intermediary

• 

  Commonwealth Bank Ltd. (Bahamas)

  • Nassau, Bahamas

  • Credit Account Clerk- Back Office

    • Jul 2010 - Sep 2010
    • Nassau, Bahamas

    Overseer of credit account files (Responsible & Accountable) in Credit card department; Managed valuable information in an efficient and professional manner.