Job DescriptionGeneral Info Department : Private Banking Work time Percentage : 100% Location : Zurich Our CompanyEFG International is a global private banking group, offering private banking and asset management services. We serve clients in over 40 locations worldwide. EFG International offers a stimulating and dynamic work environment and strives to be an employer of choice. EFG is committed to providing an equitable and inclusive working environment that is founded on the principle of mutual respect. Joining our team means experiencing a supportive environment, where your contributions are valued and recognised.
We strongly believe that the diversity of our teams gives us a competitive advantage by fostering better decision-making and greater innovation. Our Purpose and MissionEmpowering entrepreneurial minds to create value – today and for the future. We are a private bank, offering personalised solutions on a global scale to private and institutional clients. Our sustainable success is based on our talents and on how we partner with our clients and communities to create lasting value.
Job DescriptionWe are looking for a proactive Client Services Officer (CSO) who is passionate about client engagement and eager to contribute to our mission of empowering entrepreneurial minds to create lasting value. In this role, you will be a vital link between clients and our internal teams, ensuring the seamless execution of customer instructions while building strong relationships in a stimulating and dynamic work environment.
Key Responsibilities Receive, prepare and initiate the execution of customer’s instructions complying with internal procedures (authorizations, establishment of internal forms, collecting of internal signatures if required, transmitting the instructions to the relevant department) Manage investment instructions received by the Clients Collect customer’s instructions in case of corporate action events Follow-up on the accuracy and the completeness of the customers files Follow-up on pending issues and escalate to the Customer Relationship Officer (CRO) if necessary Be the contact person on behalf of the team for the other departments of the bank whenever needed (troubleshooting, requests, etc.
) Be the alternative contact person to the Client Relationship Officer for customers (phone answering, meetings, etc. ) Perform research work upon CRO’s request Prepare any documental support on behalf of the CRO Assist the CRO in any other delegated tasks Monitor Credit on a daily or monthly basis (limit excess review, collateral excess review, overdrafts, risk concentration, significant loss, etc. ) Monitor Operation quality on a daily basis (deposit renewal, pending orders, MiFID profile, negative cash balance check, etc.
)Monitor Risk on a yearly basis (dormant accounts, hold mail account, small balance accounts, claims escalation and follow up on a case by case basis, etc. )Complying with the Code of Conduct and all internal regulations (e. g. Cross Border, AML, Clear Desk Policy, Absence Management). Skills And ExperienceExperience: Minimum of 5 years in a similar role within private banking or financial services. Knowledge: Strong understanding of private banking processes, financial products, and regulatory requirements (KYC, AML, FATCA, CRS). Languages: Excellent proficiency in English and French; additional languages are a plus. Technical Skills:
Proficient in standard IT systems; ability to quickly learn new software. Personal AttributesService-oriented and client-focused mindsetStrong team player with a collaborative spiritHigh level of confidentiality and discretionProactive and self-motivatedDetail-oriented, accurate, and reliableOpen-minded and eager to learn new skillsOur Values Accountability : Taking ownership for tasks and challenges, as well as seeking continuous improvement Hands-on : Being proactive to rapidly deliver high-quality results Passionate : Being committed and striving for excellence Solution-driven : Focusing on client outcomes and treating clients fairly with a risk-aware mindset Partnership-oriented : Promoting collaboration and teamwork. Working together with an entrepreneurial spirit.
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