top

Jason Julien Data

Profile

Name:
Jason Julien
Position:
Director
Mailing Address:
C/o First Citizens Bank Limited, 9 Queen's Park East, Port of Spain, Trinidad
Telephone No:
18686243178
Created:
2024-04-10 16:11:07
Modified:
2024-04-16 13:40:36

Jason Julien Past Jobs

Employers Name:
First Citizens Bank Limited
Date:
Brief Responsibilities Desccription:

The GDCEO is responsible for the administration of all aspects of the Bank’s revenue generation operations including its programmes, products and services as well as all aspects of the Bank’s fiduciary, financial and operating performance in support of the strategic objectives of the Bank.

Responsible for performing all duties and functions with due care, attention, confidentiality, and integrity, consistent with the Group’s policies and procedures, health and safety standards and business continuity responsibilities.

Conceptualizes business strategy and models in collaboration with the other members of Executive Management to advance the performance of the Group

Develops the strategic framework for the Group as part of the Group’s executive team to ensure commitment and a clear, shared and consistent understanding of how the strategic priorities can be achieved

Assists in developing an engaged Executive and Senior Management team that can drive the Groups strategic and business priorities

Leads the delivery of corporate change programmes to ensure that the objectives are understood and change is effectively embedded

Manages the following lines of business: Corporate Banking, Retail & Commercial Banking, Electronic Business, Investment Services, Assert Management, Brokerage & Advisory, Barbados Banking Operations, Trustee Services and Costa Rica Banking Operations, over USD7 Billion in assets under management

Provides recommendations for the formulation of the strategic direction and targets of the Bank.

Provide advice on matters concerning development of and changes in business development, lending policies, investment strategy, asset management, investment risk and pricing thereof, performance benchmarks, loan/investment limits and other operating parameters.

Builds an effective network of internal and external relationships, such as community and industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience.

 Assists in leading in the development and preparation of short-term and long-range plans and budgets based upon broad organization goals and objectives and recommends their adoption to executive management

Jason Julien Education

Qualification :

Stonier Graduate School of Banking – Wharton Business School and American Bankers Association – (Year 3)

Start Date:
End Date:
School:
Qualification :

Certificate of Financial Advisors (Distincition) (valedictorian)

Start Date:
End Date:
2018-
School:
Institute of Business and Finance
Qualification :

MBA (Distinction)

Start Date:
End Date:
2006-
School:
Edinburgh Business School - Heriot Watt University
Qualification :

CFA Charterholder (successfully completed all 3 levels on the first attempt)

Start Date:
End Date:
2001-
School:
CFA Institute
Qualification :

BSc. (Hons.) Management Studies:

Full acacemic scholarship

Valedictorian

Start Date:
End Date:
1997-
School:
University of the West Indies - St. Augustine Campus