Next-Gen Client Relationship Officer (CRO)

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.

Tasks and responsibilities

As a Next Generation CRO, your responsibilities include the following:

• 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
• Proactive advice and consultation with clients, explaining available financial services, providing information about investment options and potential risks, and recommending investments
• Building and developing deep, profitable customer relationships and acquiring new assets for the bank, with the goal of growing and improving the business and delivering value to customers 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

For this position, you need:

• 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

We offer

We offer a challenging and dynamic work environment.