Client Support Officer IAM

Vor 4 Tagen

Zürich, Zürich, Schweiz EFG International Vollzeit CHF 80'000 - CHF 120'000 pro Jahr

Our Company
JOB DESCRIPTION
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 looking for a Client Service Officer to join our IAM Client Relationship Officers in managing the client books of independent Financial Intermediaries and Indepenent Asset Managers.

Main Responsibilities

  • Support IAM Client Relationship Managers (CROs) in the daily business activities
  • Provide a top quality service to clients (regular and prompt contact with clients through personal client meetings, phone / email)
  • Execution of client account openings, closures and updates (internet search, provide corroborative documents)
  • Preparation and follow-up 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 e-banking usage
  • Comply with the Code of Conduct and all internal regulations (e. g. Cross Border, AML, Clear & Clean Desk Policy, Absence Management)

Skills And Experience

  • Minimum 5 years of previous experience in a financial services firm. Experience with independent asset managers or multi family offices is an advantage
  • Language skills: German and English necessary, additional languages an advantage
  • Ability to cope with pressure, deadlines and flexible working hours
  • Good understanding of financial instruments (equities, bonds, investment funds structured products, derivatives) required

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.

  • IAM Engineer

    vor 2 Wochen

    Zürich, Zürich, Schweiz Optimus Search Vollzeit CHF 90'000 - CHF 120'000 pro Jahr

    Job Title:IAM EngineerLocation:Zurich, SwitzerlandJob Type:Full-timeLanguage Requirement:Fluent German & EnglishAbout the Role:We are looking for a skilledIdentity and Access Management (IAM) Engineerto join our team in Zurich.Key Responsibilities:Design and implement IAM solutions aligned with enterprise architecture and security policies.Configure and...

  • Senior IAM Engineer

    Vor 6 Tagen

    Zürich, Zürich, Schweiz ELCA Vollzeit CHF 120'000 - CHF 180'000 pro Jahr

    DescriptionELCA Security is a subsidiary of the ELCA Group. With more than 15 years of expertise, several key solution partners and hundreds of completed cybersecurity projects, ELCA Security's mission is to serve any company or public organisation in terms of anticipation (strategic security consulting), protection (secure architecture and encryption),...

  • Business-Analyst:in IAM

    vor 2 Wochen

    Zürich, Zürich, Schweiz Itech Consult Vollzeit CHF 80'000 - CHF 120'000 pro Jahr

    Project : For our client in the financial sector, we are seeking a Senior Business Analyst specializing in Identity & Access Management (IAM). The project involves the further development and optimization of the login process for the digital customer interface, including authentication processes and security architectures. This role is ideal for experienced...

  • Client Relationship Officer

    Vor 2 Tagen

    Zürich, Zürich, Schweiz Pictet Group Vollzeit CHF 60'000 - CHF 90'000 pro Jahr

    Your teamPictet Asset Services provides custody, fund services and trading solutions for external asset managers, fund managers and institutional clients. We manage every aspect of the asset servicing value chain and our range of bespoke solutions include value-adding analytics, trading strategy support and digital front-end interfaces designed to provide an...

  • Client Support Spezialist:in

    Vor 2 Tagen

    Zürich, Zürich, Schweiz Coopers Group AG Vollzeit CHF 60'000 - CHF 120'000 pro Jahr

    Client Support Spezialist:in (2nd Level) (m/w/d) IT / Telecom / Internet Ihre Aufgaben: 2nd Level Support für Windows Client-Systeme, E-Mail, Drucker, M365 Apps und Microsoft Teams Support und Engineering im Windows Client- und User Environment Management Betreuung und Administration von Remotedesktopdiensten (RDS), SCCM, GPO und Windows Server Entwicklung...

  • Technical Support

    Vor 4 Tagen

    Zürich, Zürich, Schweiz Oliver Bernard Vollzeit CHF 50'000 - CHF 80'000 pro Jahr

    Technical Support - Zurich - 12 Month ContractOur client is a fast-growing ecommerce and retail firm with a global reach.In their Zurich office they're looking for an IT Support professional to join them - To deliver high-quality technical support for end users, resolving hardware and software issues and assist with IAM and new user activities.This is an...

  • IAM Consultant Security Solutions

    Vor 4 Tagen

    Zürich, Zürich, Schweiz AdNovum Vollzeit CHF 120'000 - CHF 180'000 pro Jahr

    100%ZurichWhat you're going to doIn an era where technological advancements and cybersecurity threats evolve hand in hand, our digital identity team develops and integrates innovative and resilient security solutions. As part of our integration and consulting services, you will implement established and state-of-the-art digital identity solutions in our...

  • Client Support

    Vor 2 Tagen

    Zürich, Zürich, Schweiz Crypto Finance AG Vollzeit CHF 80'000 - CHF 120'000 pro Jahr

    Crypto Finance Group, part of Deutsche Börse Group, provides professional digital asset solutions to institutional clients. The Group comprises Crypto Finance AG, regulated by FINMA in Switzerland, offering trading, custody, and wallet services, as well as Crypto Finance (Deutschland) GmbH, regulated by BaFin in Germany, offering trading and custody...

  • Client Support

    Vor 2 Tagen

    Zürich, Zürich, Schweiz Crypto Finance Group Vollzeit CHF 60'000 - CHF 80'000 pro Jahr

    Crypto Finance Group, part of Deutsche Börse Group, provides professional digital asset solutions to institutional clients. The Group comprises Crypto Finance AG, regulated by FINMA in Switzerland, offering trading, custody, and wallet services, as well as Crypto Finance (Deutschland) GmbH, regulated by BaFin in Germany, offering trading and custody...

  • Technical Support

    Vor 4 Tagen

    Zürich, Zürich, Schweiz Oliver Bernard Vollzeit CHF 45'000 - CHF 120'000 pro Jahr

    Technical Support - 12 Month Contract - 400CHFOur client is a fast-growing ecommerce and retail firm with a global reach.In their Zurich office they're looking for an IT Support professional to join them - To deliver high-quality technical support for end users, resolving hardware and software issues and assist with IAM and new user activities.This is an...