Wealth Planning Group Business Developer

About the job

Wealth Planning Group Business Developer

Job Description

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

Business support to the Global Head of Wealth Planning to the realisation of Wealth Planning’s growth ambitions in Assets under Management, Net New Assets (NNA) and Revenue targets, while driving execution and tracking of key strategic initiatives.

Main Responsibilities

• Enhance daily collaboration with Client Relationship Officers and serve as a central competence hub
• Coordinate priority Wealth Planning initiatives, including the enhancement of core offerings and development of new solutions
• Enhance structured reporting frameworks to monitor execution progress, measure impact, and support management steering and reporting for the Global head of Wealth Planning
• Support development of targeted Wealth Planning content defined by Global Head of Wealth Planning and client engagement tools to elevate market positioning (e.g. client events, white papers, thematic campaigns)
• Support Global Head of Wealth Planning on ad hoc projects/cost management processes etc/ MTP

Skills and experience

• University degree in Business Administration or Finance related discipline;
• Minimum 5 years of experience and a demonstrated track record of business management, project management and or strategy consulting.
• Methodical thinker with a proven ability to demonstrate exceptional analytical rigor
• Strong organisational skills, structured approach, strict adherence to legal, regulatory and compliance requirements.
• Practical experience in creating client-ready proposals and presentations using the suite of Microsoft applications.
• Languages: excellent command of English is required; German, French or Italian would be an advantage.

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.