Client Service Officer LatAm Switzerland

☞ EFG Bank

View: 112

Update day: 03-04-2024

Location: Zürich Zürich ZH

Category: Finance / Bank / Stock Sales

Industry: Banking

Position: Entry level

Job type: Full-time

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Job content

Job Description

Main responsibilities
  • Supporting Client Relationship Officers (CRO) in the daily business activities;
  • Providing a top quality service to clients (regular contacts with clients by phone and/or visits);
  • Preparation and control of documents for the account openings;
  • Different processing operations (fiduciary, transfers, etc.);
  • Procurement of stock market order (stocks, bonds, options, structured products);
  • Diverse administrative duties.
Skills And Experience
  • University degree in Business Administration, Finance, Law, Economics or related field;
  • Minimum 5 years of experience as a CSO in a private banking environment;
  • Good understanding of financial instruments (funds, tracker, structured products, derivatives such as options on securities and FX);
  • Good Windows office skills (excel, outlook, etc.);
  • Good knowledge of Compliance / AML topics;
  • Able to cope with pressure and handle a heavy workload;
  • Flexible and able to multitask;
  • Accurate and detail oriented;
  • Fluent English. Spanish would be an advantage.
About Us

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.
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Deadline: 18-05-2024

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