Client Service Officer Private Banking

  • Reference: N_CSO Private Banking_2581

  • Private Banking

Overview

  • Location

    Geneva - Switzerland

  • Workinghours

    Permanent, 100%

  • Human Resources contact

    Danijela Mirkovic

  • Human Resources contact

    Danijela.MIRKOVIC@efgbank.com

  • Date of publication

  • Deadline of publication

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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

  • Minimum 4 - 5 years of previous relevant experience as a CSO in a private banking environment;
  • Very good understanding of financial instruments (funds, tracker, structured products, derivatives such as options on securities and FX);
  • At ease with corporate structures;
  • Aware of changing and demanding compliance environment;
  • Able to cope with pressure and handle a heavy workload;
  • Flexible, multitask;
  • Accurate and detail oriented;
  • Fluent French and English.

Our company

EFG Bank is the Swiss private banking subsidiary of EFG International. Headquartered in Zurich, it has an international network spanning Europe, Asia Pacific 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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