Client Support Officer

CSO Zurich

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

We are looking for a Client Support Officer for our Middle East team in Zurich, who will have direct client interaction and be responsible for account management and the execution of financial transactions, ensuring compliance with internal regulations while maintaining high service standards.

Position Tasks:

• Supporting the CRO (Client Relationship Officer) in the daily business activities;
• Active client contact verbally and in writing;
• Provide a top-quality service to clients (regular and prompt contact with clients by phone/email);
• Execution of client account openings, closures and updates (internet search, providing corroborative documents);
• Preparation and follow-up of client visits (account documentation, checking documents, account statements, etc.);
• Execution and control of all client instructions (stock market transactions, payments, foreign currency trades, options, SWAP’s, NDF 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);
• Promoting paperless accounts and e-banking usage;
• Complying with the Code of Conduct and all internal regulations (e.g. Cross Border, AML, Clear Desk Policy, Absence Management).

Position Skills:

• Commercial apprenticeship in a Bank or similar banking-related education, higher financial education completed or ongoing;
• Minimum 3 to 5 years of previous experience in a Bank;
• Good understanding of financial instruments (equities, bonds, structured products, derivatives);
• Good knowledge of Compliance / AML topics;
• Good Windows Office skills (excel, power point, outlook, etc.);
• Ability to cope with pressure and handle a heavy workload;
• Accurate and detail oriented;
• Team player with a solution driven mindset and a pragmatic approach
• Proficient in spoken and written English. German a plus.

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.