Join our high-performing Geneva team at EFG International, a global private banking group dedicated to offering exceptional private banking and asset management services. We 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:

• Client Instruction Management: Receive, prepare, and execute customer instructions in compliance with internal procedures, including authorization processes and form management.
• Alternative Contact for CRO: Serve as an alternative contact for the Chief Relationship Officer (CRO), assisting with phone inquiries, meetings, and communication.
• Transaction Processing: Input transactions into our systems as required and ensure accuracy.
• Corporate Action Events: Collect and process customer instructions related to corporate action events efficiently.
• Research and Documentation: Conduct research as requested by the CRO and prepare necessary documentation.
• File Management: Ensure the accuracy and completeness of customer files, regularly updating information as needed.
• Interdepartmental Liaison: Act as the team’s point of contact for other departments, addressing troubleshooting requests and facilitating communication.
• Client Onboarding: Assist with onboarding new clients, ensuring compliance with AML, KYC, FATCA, and CRS regulations for account openings.
• Corporate Structure Analysis: Analyze and understand company structures to better assist clients.
• Team Monitoring: Monitor team deadlines and assist in follow-ups on pending issues to ensure timely resolution.
• Additional Support: Provide assistance to the CRO with any other delegated tasks as necessary.

Position is Based in Geneva

Skills and Experience:

• Experience: 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). Good understanding of financial instruments (funds, tracker, structured products, derivatives such as options on securities and FX);
• 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 Attributes:
  • Service-oriented and client-focused mindset
  • Strong team player with a collaborative spirit
  • High level of confidentiality and discretion
  • Proactive and self-motivated
  • Detail-oriented, accurate, and reliable
  • Open-minded and eager to learn new skills

Our company

EFG 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 Mission:

Empowering entrepreneurial minds to create value – today and for the future. We are a private bank, offering personalized 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.

Our Values:

• Accountability: Taking ownership of tasks and challenges while 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.

EFG Bank is the Swiss private banking subsidiary of EFG International. Headquartered in Zurich, it has an international network spanning Europe, Asia Pacific, Middle East and Latin America, and manages assets for private clients all over the world. The bank’s services comprise asset management and investment counselling, investment funds, securities brokerage, estate planning and a full array of banking services. EFG Bank offers a stimulating and dynamic work environment.