EFG BANK
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EFG Bank AG , Geneve
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EFG Bank AG , Zurich
2 w
Senior Client Service Officer Private Banking Geneva
Main responsibilities
- Supporting Client Relationship Officers (CRO) in their daily Private Banking activities, by performing comprehensive and diverse administrative duties;
- Providing excellent service to clients (regular contacts with clients by phone, email, Webex, and visits);
- Preparation and control of documents for the account openings;
- Processing operations, e.g. fiduciary deposits, wire and securities transfers, loans, etc.;
- Procurement of financial market orders (equities, bonds, options, structured products, foreign exchange, precious metals, commodities);
- Supporting CRO team in actively identifying, managing and mitigating all risks arising from their performed activities;
- Responsible for driving the processes to ensure compliance, mitigation, and resolution for all EFG Risk Scorecard items;
- Performing ad hoc duties related to the CRO business, as assigned by the CRO Team Head;
- Management information system analysis and investigation;
- Enhancing financial growth through process simplification, risk mitigation, and innovation;
- Coordination of the CSO team.
Skills and experience
- University degree in Business Administration, Finance, Economics, Law or related field;
- Minimum 10 years of experience as a CSO, or other closely related job function, in a private banking environment;
- Excellent understanding of financial instruments (money market, fixed income, equities, equity options, foreign exchange, investment funds);
- Excellent Windows office skills (excel, outlook, etc.);
- Excellent knowledge of Risk, Cross-border, Compliance / AML topics;
- Able to cope with pressure and a demanding workload;
- Flexible and able to multitask;
- Accurate and detail oriented;
- Ambitious;
- Fluent English and French.