Assistant - CSO - Other

Job Description

We are seeking a proactive Client Services Officer (CSO) for a 12-month permanent position (maternity cover) to champion client engagement and help fulfill our mission of empowering entrepreneurial minds to create lasting value. In this role, you will be a key liaison between clients and our internal teams to ensure seamless execution of client briefs while building strong relationships in a stimulating and dynamic work environment.

Key Responsibilities

• The CSO supports the Client Relationship Officers (CROs) with:
  • Bank and client-related administration, e.g:
    • Transfers and payments
    • Foreign exchange
    • Monitoring and determination of bank deposits
    • Processing of purchases and sales of securities
  • Interaction with customers and accompaniment to the Customer Relationship Officer (CRO), if required
  • Internal stakeholders, such as operations, compliance and offshore entities, as required for the completion of annual reviews and onboarding documents
  • Where authorized by the Fitness & Propriety Certificate, promoting, recommending and arranging banking and investment products and services
  • Preparation and documentary support on behalf of the CRO to ensure timely completion of periodic reviews and onboarding submissions
  • Carrying out research work at the request of the CRO
  • Act as a contact person for the team for other departments of the bank when necessary (troubleshooting, requests, etc.)
  • Compliance with the Code of Conduct and all internal regulations (e.g. Cross Border, AML, Clear Desk Policy, absence management)

Skills and Experience

• Experience: demonstrable experience in a similar role in private banking or financial services
• Knowledge: in-depth understanding of private banking processes, financial products and regulatory requirements (KYC, AML, FATCA, CRS)
• Technical skills: familiar with standard IT systems; ability to learn new software quickly

Personal Attributes

• Customer-oriented and client-focused mindset
• Strong team player with a collaborative spirit
• High level of confidentiality and discretion
• Proactive and self-motivated
• Detail-oriented, precise and reliable
• Open and willing to learn new skills

Our Values

• Accountability: Taking responsibility for tasks and challenges as well as continuous improvement
• Hands-on: proactive to deliver high-quality results quickly
• Passionate: committed and striving to achieve excellence
• Solution-oriented: Focus on customer results and fair treatment of customers with a risk-aware mindset
• Partnership: promoting cooperation and teamwork, together with an entrepreneurial spirit

Our Benefits

• A highly competitive, non-contributory pension commitment (with the option to make further contributions via salary sacrifice)
• Increased annual vacation entitlements
• Private health insurance
• Reimbursement of membership fees
• Life insurance
• Income protection
• Electric vehicle leasing
• Travel advances
• A wide range of other benefits and opportunities for employees, such as wellness apps, mortgage brokerage, insurance discounts, access to discount portals and much more