Cso - Pb Model

Vor 6 Tagen

Basel, Schweiz EFG International Vollzeit

Provide administrative support and assistance in daily client relation matters to the assigned Client Relationship Officers within the Middle East team Switzerland, located either in Zurich or Geneva.

**Main responsibilities**
- Supporting the CRO in the daily business activities;
- Active client contact in English verbally and in writing;
- Execution of client account openings, closures and updates (internet search, providing corroborative documents);
- Preparation and follow-up of client visits (account documentation, checking 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);
- Promoting paperless accounts and e-banking usage;
- Complying with the Code of Conduct and all internal regulations (e.g. Cross Border, AML, Clear & Clean Desk Policy, Absence Management).

**Skills and experience**
- University degree or commercial apprenticeship in a Bank or similar banking-related education;
- Minimum 5 years of previous experience in a private banking 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 and handle a heavy workload;
- Accurate and detail oriented;
- Team player with a solution driven mindset and a pragmatic approach;
- Proficient in spoken and written English. German, French or Arabic are a plus.

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