Client Service Officer Private Banking Geneva

vor 4 Wochen


Geneva, Schweiz EFG International Vollzeit

Main responsibilities

Supporting the Client Relationship Officer (CRO) in the daily business activities; Providing a top quality service to clients (regular contacts with clients by phone and/or visits); Preparation and control of documents for the account openings; Different processing operations (fiduciary, transfers, ; Procurement of stock market order (stocks, bonds, options, structured products); Diverse administrative duties.

Skills and experience

University degree in Business Administration, Finance, Law, Economics or related field; Minimum 5 years of experience as a CSO in a private banking environment; Good understanding of financial instruments (funds, tracker, structured products, derivatives such as options on securities and FX); Good Windows office skills (excel, outlook, ; Good knowledge of Compliance / AML topics; Able to cope with pressure and handle a heavy workload; Flexible and able to multitask; Accurate and detail oriented; Fluent English and French. Chinese would be a plus.

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