Client Service Officer Private Banking

☞ Make A Healthy Change

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Update day: 26-03-2024

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Category: Legal / Contracts

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Main responsibilities

  • Supporting the Client Relationship Officer (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;
  • 2-3 years of experience in private banking;
  • Basic understanding of financial instruments (funds, tracker, structured products, derivatives such as options on securities and FX);
  • Able to cope with pressure and handle a heavy workload;
  • Flexible, multitask;
  • Accurate and detail oriented;
  • Proactive and solution driven;
  • Fluent French and English. Arabic would be a plus.

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: 10-05-2024

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