CSO - PB Model Middle East Geneva

Job description

The position as CSO - PB Model Middle East Geneva includes the following responsibilities:

• Supporting the CRO (Client Relationship Officer) in daily business activities and administrative tasks
• Active contact with customers, both verbally and in writing
• Providing high-quality service to customers (regular and prompt contact with customers by phone/email)
• Opening, closing, and updating customer accounts (internet research, provision of supporting documents)
• Preparation and follow-up of customer visits (account documentation, document review, account statements, etc.)
• Execution and monitoring of all customer instructions (stock market transactions, payments, foreign exchange transactions, options, swaps, NDFs, etc.)
• Various administrative and organizational tasks (customer checks, missing/delayed documents, delivery of mail, etc.)
• Preparation of marketing materials (presentations/pitch books/investment proposals/portfolio reviews)
• Promotion of paperless accounts and e-banking use
• Compliance with the Code of Conduct and all internal regulations (e.g., cross-border, AML, clear desk policy, absence management)

Requirements

The following requirements apply to this position:

• Commercial training at a bank or similar banking-related training, higher financial education
• At least 3 to 5 years of experience in a private bank
• Good understanding of financial instruments (stocks, bonds, structured products, derivatives); knowledge of murabaha and reverse murabaha deposits and/or other Shariah-compliant products is an advantage
• Good knowledge of compliance/AML issues
• Good Windows Office skills (Excel, PowerPoint, Outlook, etc.)
• Strong in account documentation in accordance with CDB requirements and knowledge of opening complex account structures
• Ability to handle pressure in a fast-paced environment and cope with a heavy workload
• Ability to work independently and set your own agenda
• Accurate and detail-oriented
• Team player with a solution-oriented attitude and a pragmatic approach
• Service-oriented approach with a hands-on approach to customer loyalty
• Actively anticipates customer needs and solves problems with urgency and ownership
• Proficient in spoken and written English. Arabic and French are an advantage.

Our values

Our values include:

• Responsibility: Ownership and continuous improvement
• Hands-on: Proactive delivery of high-quality results
• Passionate: Commitment and pursuit of excellence
• Solution-oriented: Focus on customer results and fair treatment
• Partnership-oriented: Cooperation and entrepreneurial spirit