Job offer
Next-Gen Client Relationship Officer (CRO)
The job posting seeks a Next-Gen Client Relationship Officer (CRO) for the private bank EFG in Singapore, someone with a strong entrepreneurial mindset and the ability to build long-term relationships with clients. The CRO will advise and support clients in achieving their financial goals and strengthen their business relationships with the bank.
Job description
As a Next-Gen Client Relationship Officer (CRO), you will be part of our team dedicated to meeting our clients’ needs. Our CROs are an integral part of our success story, and our clients are at the heart of everything we do.Main Duties and Responsibilities
- Focus on intergenerational wealth transfer and next-generation customer retention
- Digital Asset Advisory Capabilities
- Providing regulated investment advice to clients and working with them to meet their financial needs and goals
- Proactively advising and consulting with clients, explaining the financial services available, providing information about investment options and potential risks, and recommending investments
- Building and developing deep, profitable client relationships and acquiring new assets for the bank, with the goal of growing and improving the business and delivering value to clients and prospects
- Stay up to date on economic, political, and cultural developments in relevant customer markets
- Cross-selling of other products and services offered by the bank, when appropriate
Requirements
- At least 3 years of experience in Priority/Premier Banking
- Strong knowledge of compliance, AML, and cross-border regulations
- Strong knowledge of financial products
- Strong entrepreneurial spirit
- Completed CACS Papers 1 and 2
- Tech-savvy
- Strong relationship-building skills
We offer
A challenging and dynamic work environment.Job details
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