Senior Advisor BO Forex

About the job

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.

Job Description:

We’re hiring a senior FX Specialist in Zurich to develop and deliver a strong FX advisory capability for our private banking clients. 

This is a newly created role, focused on building relationships with CROs (Client Relationship Officers) and engaging clients with relevant and timely FX solutions.

If you are expert and experienced in FX markets, with extensive proficiency in all FX tools,  comfortable working independently, and motivated by the chance to shape something from the ground up — this could be the right next step in your career.

Roles responsibilities:

• As subject matter expert the resource will engage directly with private banking clients and work alongside CROs to deliver tailored FX advice and solutions. 


• Manage highly divergent audience at an high level of complexity 


• Complement the efforts of CROs by bringing extensive market expertise and product knowledge to client conversations.


• Offer tailored solutions across the full range of FX products, aligned with client objectives, risk profiles, and prevailing market conditions.


• Take ownership of the full trade lifecycle: you will anticipate business needs and offer unique solutions - from opportunity identification to post-trade support.


• Monitor macroeconomic and market developments and translate insights into actionable advice.


• Be the key enablers in expanding FX advisory within the Switzerland booking center and strengthening internal awareness of the offering.


• Being accountable for delivery of tactical business targets that are financially measurable and discipline‑level impact as a norm . 

Why EFG, Why This Role?

• New role, clear focus: the resource will have space to define and develop this function , with the backing of a strong platform.


• High visibility: work directly with CROs and senior leaders across the business. You will be the subject matter expert managing diverse and senior stakeholders internally and externally to convey complex information.


• Environment: Agile, international, and client-focused, without unnecessary layers.

Skills and Experience:

• 15 years of experience in FX advisory in a private banking or wealth management environment.


• Deep knowledge of FX markets and macroeconomic trends.


• Comfortable interacting with clients and CROs in a thoughtful, clear, and solution-oriented way.


• Independent and autonomous in seeking opportunities and acts on them.


• Strong attention to detail, especially around execution and follow-up.


• Fluency in English required; German or French or Italian language is considered as a plus.