Jordanna Wring
Nassau,Bahamas
Summary
Experienced Relationship Manager specializing in high-net-worth client services, with a proven track record in delivering personalized financial solutions, ensuring regulatory compliance, and fostering lasting relationships. Skilled in managing complex transactions, mitigating risk, and driving client satisfaction.
Overview
16
16
years of professional experience
Work History
Assistant Vice President - Wealth Management
CBH Bahamas Ltd.
Nassau, Bahamas
12.2024 - Current
- Manage and administer a portfolio of high-net-worth international clients, overseeing banking relationships, trusts, and corporate structures while ensuring adherence to client mandates and regulatory requirements
- Act as the primary liaison between clients, legal and accounting firms, financial advisors, and other key stakeholders to facilitate seamless wealth management operations
- Input, review, and process market instructions, including trade orders, fiduciary deposit schedules, SWIFT payments, interbank transfers, and other financial transactions with precision and efficiency
- Ensure compliance with KYC/AML regulations by reviewing, setting up, and monitoring new and existing client relationships, as well as following up on outstanding due diligence documentation
- Coordinate client meetings, preparing documentation, recording discussions, and ensuring all necessary follow-ups are completed to maintain service excellence
- Draft and oversee the execution of critical client documentation, ensuring accuracy and regulatory compliance
- Monitor and manage client credit lines, loans, and guarantees, ensuring proper documentation and adherence to internal risk policies
- Drive client satisfaction and retention through proactive relationship management, ensuring timely responses to inquiries and seamless service delivery
- Assist with the preparation and collection of annual fees, ensuring accurate billing and reconciliation
- Collaborate with senior management on operational improvements, regulatory compliance, and the overall enhancement of wealth management services
Relationship Manager - Private Banking
Deltec Bank and Trust (Bahamas) Ltd./ Ansbacher Bahamas Ltd.
Nassau, Bahamas
01.2014 - 11.2024
- Provided top-tier client service, ensuring accuracy, efficiency, and adherence to banking policies, regulatory requirements, and AML/CFT compliance
- Facilitated the onboarding process for new clients, ensuring the completion of application documents, due diligence procedures, and compliance with KYC regulations
- Executed client instructions, including market orders, payments, and transaction processing, while ensuring timely and precise execution within banking cut-off times
- Maintained and servicing a portfolio of private banking clients, acting as a liaison between clients and internal departments to ensure seamless account management
- Monitored client liquidity positions, reviewed overdraft reports, and ensured adherence to credit policies while proactively securing investment instructions for large cash balances
- Conducted periodic risk reviews of client accounts, ensuring proper documentation, compliance with regulatory standards, and timely resolution of deficiencies
- Identified and mitigated operational, reputational, and legal risks by applying internal policies and escalating potential concerns to senior management
- Processed and monitored high-value financial transactions, ensuring compliance with AML regulations, FATCA, CRS, and other global regulatory frameworks
- Assisted in business development efforts by identifying cross-selling opportunities, preparing for client meetings, and fostering long-term client relationships
- Ensured strict adherence to all regulatory requirements for banking and investment products, staying informed on evolving industry regulations and compliance standards
- Led a team of four, offering guidance and mentorship to junior staff, fostering professional growth and enhancing team performance
- Formerly Assistant Relationship Manager
Operations Administrator - Operations
Syz & Co. Bank and Trust (Bahamas) Ltd.
Nassau, Bahamas
01.2009 - 01.2014
- Managed administrative functions to support securities operations, ensuring smooth execution and compliance
- Processed trading and forex trade confirmations and settlements, maintaining accuracy and timeliness
- Handled accounting booking processes, including operating expenses, depreciation, and other financial transactions
- Completed Internal Revenue Service reporting and documentation, ensuring compliance with regulatory requirements
- Prepared and submitted timely International Banking Statistics to the Central Bank of the Bahamas
- Conducted daily reconciliation of securities and cash balances, ensuring accuracy and resolving discrepancies
- Managed monthly reconciliation of petty cash, ensuring consistency and accountability
- Coordinated corporate actions, ensuring proper execution and communication of relevant changes
- Completed specialized training in Geneva, Switzerland, enhancing expertise in international financial operations
Education
Master of Business Administration - Finance
Nova Southeastern University
Davie, Fort Lauderdale, USA, Florida11-2011
Bachelor of Science - Finance
Florida Memorial University
Miami Gardens, Miami, USA, Florida12-2008
Accounting
College of The Bahamas
Nassau, Bahamas Skills
- Communication
- Customer Relationship Management
- Sales & Cross-Selling
- Financial Knowledge
- Problem-Solving
- Negotiation
- Attention to Detail
- Time Management
- Analytical Thinking
- Conflict Resolution
- Team Collaboration
- Technical Proficiency (Banking Software & CRM
Timeline
Assistant Vice President - Wealth Management
CBH Bahamas Ltd.
12.2024 - Current
Relationship Manager - Private Banking
Deltec Bank and Trust (Bahamas) Ltd./ Ansbacher Bahamas Ltd.
01.2014 - 11.2024
Operations Administrator - Operations
Syz & Co. Bank and Trust (Bahamas) Ltd.
01.2009 - 01.2014
Master of Business Administration - Finance
Nova Southeastern University
Bachelor of Science - Finance
Florida Memorial University
Accounting
College of The Bahamas
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