Client Service Officer Private Banking

vor 3 Wochen


Zürich, Schweiz TN Switzerland Vollzeit

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Client:

EFG International

Location:Job Category:

Customer Service

Job Reference:

cebfd2b149d8

Job Views:

4

Posted:

03.03.2025

Expiry Date:

17.04.2025

Job Description:

Position Tasks:

  • Support the CROs in the daily business activities.
  • Active direct client contact in written and spoken German and English.
  • Provide a top quality service to clients (regular and prompt contact with clients by phone, email, and visits).
  • Execution of client account openings/closures and KYC reviews (internet search, provide corroborative documents).
  • Preparation and follow-up of client visits (account documentation, check documents, account statements).
  • Execution and control of all client instructions (stock market transactions, payments, foreign currency trades, fiduciary deposits).
  • Various administrative and organizational tasks (client reviews, missing/pending documents).
  • Preparation of marketing material (presentations, pitchbooks, investment proposals, portfolio reviews).
  • Ability to adapt to changing environments and the respective usage of new platforms/systems internal and external and explain them to clients (e-banking, Let’s sign, IDme).
  • Comply with the Code of Conduct and all internal regulations (Cross Border, AML, Clean Desk Policy, Absence Management, etc.).

Position Skills:

  • University degree or Commercial apprenticeship in a Bank or similar banking-related education.
  • Minimum 2 years of previous experience in a private banking environment.
  • Good understanding of financial instruments (equities, bonds, structured products, derivatives).
  • Good Windows Office skills (Excel, PowerPoint, Outlook).
  • Ability to cope with pressure, deadlines, and flexible working hours.
  • Proficient in written and spoken English essential.
  • Spoken languages such as Italian and/or Spanish would be a plus.
  • Team player.
  • Solution-driven mindset with a pragmatic approach.
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