Job offer
Client Relationship Officer (CRO)
As a Client Relationship Officer (CRO) at EFG Bank, you will be responsible for servicing private clients and helping them achieve their financial goals by providing independent and unbiased advice. You will be a key part of EFG's growth success and will be responsible for acquiring and developing profitable client relationships.
Job description
Client Relationship Officer (CRO)Tasks
- Providing regulated investment advice to clients and working with clients to meet their financial needs and objectives
- Proactive advice and consultation with clients, explanation of available financial services, education on investment opportunities and potential risks, and recommendation of investments
- Capture and develop profitable client relationships and acquire new assets for the Bank to grow and improve the business and deliver the Bank's value proposition to clients and prospects
- Monitoring economic, political and cultural developments in relevant customer markets
- Cross-selling of other EFGI products and services where appropriate
- Ensuring the proper execution of client instructions by the Client Services Officers (CSOs) in accordance with internal procedures
Requirements
- At least 10 years of experience as a private banker
- Good knowledge of compliance, AML issues and cross-border regulations
- Good knowledge of financial products
- Strong entrepreneurial mindset
- Completed CACS paper 1 and 2
We offer
- A dynamic and stimulating working environment
Job details
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