Cso - Other

vor 2 Wochen

Vaduz, Schweiz EFG International Vollzeit

Position Tasks:

Support the clients and the CRO in the daily business activities
Active client contact in written and spoken German and English
Execution of client account openings, closures and updates (internet search, provide corroborative documents)
Preparation and followup of client visits (account documentation, check documents, account statements, etc.)
Execution and control of all client instructions (stock market transactions, payments, foreign currency trades, etc.)
Various administrative and organizational tasks (client reviews, missing /pending documents, delivery of holdmail, etc.)
Preparation of marketing material (presentations / pitchbooks / investment proposals / portfolio reviews)
Promote paperless accounts and ebanking usage
Comply with the Code of Conduct and all internal regulations (e.g. Cross Border, AML, Clear & Clean Desk Policy, Absence Management

Positions Skills:

Commercial apprenticeship in a Bank or similar bankingrelated education and further education in the financial sector
Minimum 3 years of previous experience in a private banking or intermediary environment
Good understanding of financial instruments (equities, bonds, structured products, derivatives)
Good knowledge of Compliance / AML topics
Good Windows office skills (excel, power point, outlook, etc.)
Ability to cope with pressure, deadlines and flexible working hours
Proficient in written and spoken German and English essential