Job offer
Next-Gen Client Relationship Officer (CRO)
EFG Bank is seeking a Next-Gen Client Relationship Officer (CRO) with at least 3 years of experience in Priority/Premier Banking to build long-term relationships with clients and support their financial goals. The CRO should possess a strong entrepreneurial mindset and a solid understanding of financial products and compliance issues.
Job description
As a Next-Gen Client Relationship Officer (CRO), you will be part of our team focused on the next generation of relationship-oriented, digitally savvy, ambitious, and high-performing Priority/Premier Relationship Managers who are ready to transition into private banking.Main Duties and Responsibilities
- Focus on intergenerational wealth transfer and next-generation client engagement
- Digital Asset Advisory Capability
- 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 EFG products and services, where appropriate
Requirements
- At least 3 years of experience in priority/premier banking
- Strong knowledge of compliance, AML issues, and cross-border regulations
- Strong knowledge of financial products
- Strong entrepreneurial spirit
- Completed CACS Papers 1 and 2
- Tech-savvy
- Strong relationship-building skills
Job details
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