Job offer
Account Officer - CSO - IAM Desk
A Client Support Officer (CSO) will work in the Private Banking division of EFG International in Luxembourg, executing client instructions and building relationships with clients and internal teams. The ideal candidate will have experience in compliance or first line of defense and be able to handle multiple review topics.
Job Description
We are looking for a proactive and experienced Client Support Officer (CSO) to join our Independent Asset Managers (IAM) desk in Luxembourg. The ideal candidate will have a strong background in compliance or First Line of Defense and will be skilled in managing numerous reviews topics and fostering BDC relationships. In this role, you will be a vital link between clients and our internal teams, ensuring the seamless execution of customer instructions while building strong relationships in a stimulating and dynamic work environment.
Key Responsibilities
- Perform account reviews: The candidate will be primarily responsible for conducting comprehensive reviews of client accounts, ensuring accuracy, completeness, and compliance with internal and regulatory standards.
- Receive, prepare, and initiate the execution of customer instructions in compliance with internal procedures (authorizations, establishment of internal forms, collecting internal signatures if required, transmitting instructions to the relevant department).
- Manage investment instructions received from clients.
- Collect customer instructions in case of corporate action events.
- Follow up on the accuracy and completeness of customer files.
- Follow up on pending issues and escalate to the Customer Relationship Officer (CRO) if necessary.
- Act as the contact person on behalf of the team for all the bank whenever needed (troubleshooting, requests, etc.).
- Serve as alternative contact person to the Client Relationship Officers for customers (phone answering, meetings, etc.).
- Perform research work upon CRO's request.
- Prepare any documentary support on behalf of the CRO.
- Assist the CRO in any other delegated tasks.
Skills and Experience
- Experience: Minimum of 5 years in a similar role within private banking, financial services, compliance, or First Line of Defense.
- Knowledge: Strong understanding of private banking processes, financial products, and regulatory requirements (KYC, AML, FATCA, CRS).
- Languages: Excellent proficiency in English is mandatory; proficiency in French is ideal. Additional languages such as Russian, Italian, Greek, or German would be a significant advantage.
- Technical Skills: Proficient in standard IT systems; ability to quickly learn new software.
Personal Attributes
- Service-oriented and client-focused mindset.
- Strong learner with a collaborative spirit.
- High level of confidentiality and discretion.
- Proactive and self-motivated.
- Detail-oriented, accurate, and reliable.
- Open-minded and eager to learn new skills.
Our Values
- Accountability: Taking ownership for tasks and challenges, as well as seeking continuous improvement.
- Hands-on: Being practical 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.
Job details
