Client Service Officer Private Banking

  • Reference: JC-2862

  • Private Banking


  • Location

    Geneva - Switzerland

  • Workinghours


  • Date of publication

  • Deadline of publication

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General Description

Within the Private Banking Client Service Department in Geneva, we are looking for a Client Service Officer within the International Desk.

Main responsibilities

  • Providing a top quality service to clients (regular contact with overseas client relation officers);
  • Controling and processing transactions;
  • Documenting any action or activity in the banking system;
  • Preparing and controling of documents for the account opening;
  • Spreading information to all overseas client relation officers;
  • Complying with internal directives in regards with cross border activities;
  • Diverse administrative duties.

Skills and experience

  • Minimum 5 years of expericence 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);
  • 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 French and English, any other language is an advantage.

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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