EFG International
The role involves prospecting and managing relationships with high‑net‑worth clients for EFG Bank & Trust in the Bahamas, providing investment advisory, executing securities trades, and ensuring compliance and portfolio performance. The professional will oversee client funding, credit transactions, and business forecasting while delivering high‑quality service and support.
EFG International is a swiss private bank offering private banking, asset management, and other financial services at 40 locations worldwide.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for EFG International.