Next-Gen Client Relationship Officer (CRO)

Job description

Next-Gen Client Relationship Officer (CRO) in Hong Kong. We are building the next generation of relationship-driven, digitally savvy, ambitious, and high-performing Priority/Premier Relationship Managers who are ready to transition into private banking.

Tasks and responsibilities

As a next-generation CRO, you have a strong entrepreneurial mindset and a passion for growing alongside your clients. You’ll have full access to our top in-house investment solutions experts and offerings, as well as our open platform architecture. With all the necessary skills to provide your clients with independent, unbiased, high-quality support and advice, we are confident that you will be able to meet and exceed your clients’ investment goals. Key duties and responsibilities include:

• Focus on intergenerational wealth transfer and next-generation customer loyalty
• Digital Wealth Management Capacity
• 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
• Acquiring and developing profitable customer relationships at agreed-upon levels and attracting new customers for the bank, with the goal of expanding and improving the business and delivering value to customers and prospective clients
• Stay up to date on economic, political, and cultural developments in relevant customer markets
• Cross-selling other EFGI products and services, as appropriate

Requirements

The requirements for this position include:

• 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 mindset
• Tech-savvy
• Strong relationship-building skills

We offer

We offer a stimulating and dynamic work environment. Our CROs are an integral part of our growth and success, and our clients are at the heart of everything we do. We believe in building long-term relationships based on trust. To achieve this, we need CROs who act in accordance with our shared values—hands-on, solution-oriented, collaborative, passionate, and responsible—and who always put our clients’ interests first.