Job offer
Client Relationship Officer (CRO)
As a Client Relationship Officer (CRO) at EFG Bank, you will be responsible for servicing clients and providing independent and unbiased investment advice. You will have a strong entrepreneurial mindset and be responsible for the growth and success of the business.
Job description
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, explanation of investment opportunities and potential risks and recommendation of investments
- Acquiring and developing profitable client relationships and acquiring new assets for the Bank, with the aim of growing and improving the business and delivering the Bank's value proposition to clients and potential clients
- 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 spirit
- Completed CACS paper 1 and 2
We offer
- A dynamic and stimulating working environment
Job details
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