Client Services Officer

Our Company

EFG International is a global private banking group, offering private banking and asset management services. We serve clients in over 40 locations worldwide. EFG International offers a stimulating and dynamic work environment and strives to be an employer of choice.

EFG is committed to providing an equitable and inclusive working environment that is founded on the principle of mutual respect. Joining our team means experiencing a supportive environment, where your contributions are valued and recognised. We strongly believe that the diversity of our teams gives us a competitive advantage by fostering better decision-making and greater innovation.

Our Purpose and Mission

Empowering entrepreneurial minds to create value – today and for the future.

We are a private bank, offering personalised solutions on a global scale to private and institutional clients. Our sustainable success is based on our talents and on how we partner with our clients and communities to create lasting value.

Role

We are seeking a motivated Client Services Officer to join our expanding team in Geneva, with a special focus on onboarding and supporting clients from the Middle East and Eastern Europe. This is an excellent opportunity for someone who thrives in a fast-paced, international environment and is eager to work with a diverse client base. Russian and Turkish language skills are highly valued for this position.

Position Tasks:

• Support Client Relationship Officers (CROs): Assist in daily business activities, ensuring smooth client interactions and high service standards.
• Client Interaction: Maintain regular, proactive contact with clients via phone and email, providing timely and top-quality service.
• Account Management: Manage the full lifecycle of client accounts (openings, updates, closures), including due diligence and documentation checks.
• Transaction Execution: Process and control various client instructions (stock market transactions, payments, FX trades, derivatives, etc.) in compliance with internal regulations.
• Client Onboarding: Play an active role in onboarding new clients, particularly from the Middle East and Eastern Europe markets, ensuring a seamless and welcoming experience.
• Documentation & Compliance: Prepare and review client documentation, conduct internet searches, and ensure compliance with AML and internal policies.
• Administrative Support: Handle client reviews, monitor pending documents, and manage various organizational tasks.
• Marketing Support: Prepare presentations, pitchbooks, investment proposals, and portfolio reviews to support client engagement.
• Promote Digital Solutions: Encourage clients to adopt paperless accounts and e-banking platforms.
• Uphold Standards: Adhere to the Code of Conduct and all internal guidelines (Cross Border, AML, Clear Desk Policy, Absence Management).

Position Skills:

• Education: Commercial banking apprenticeship or similar banking-related education. Higher financial education completed or in progress is an advantage.
• Experience: Minimum 5 years' experience in a banking environment, ideally within client services or account management.
• Financial Knowledge: Solid understanding of financial instruments (equities, bonds, structured products, derivatives).
• Compliance: Good knowledge of Compliance and AML topics.
• Technical Skills: Proficient in Microsoft Office (Excel, PowerPoint, Outlook).
• Languages: Fluency in English (spoken and written) is required. Proficiency in Russian and/or Turkish is highly desirable;
• Personal Qualities:
• Comfortable working under pressure and managing a heavy workload
• Meticulous, accurate, and detail-oriented
• Strong team player with a pragmatic, solution-driven mindset
• Proactive, adaptable, and able to thrive in a fast-paced, multicultural environment

Our Values

• Accountability : Taking ownership for tasks and challenges, as well as seeking continuous improvement
• Hands-on : Being proactive to rapidly deliver high-quality results
• Passionate : Being committed and striving for excellence
• Solution-driven : Focusing on client outcomes and treating clients fairly with a risk-aware mindset
• Partnership-oriented : Promoting collaboration and teamwork. Working together with an entrepreneurial spirit.

Please ensure to attach a cover letter to your CV when filling the application.