Next-Gen Client Relationship Officer (CRO)

Job Description

• Entrepreneurial Thinking. Private Banking.
• We are building the next generation of relationship-driven, digitally savvy, ambitious, high-performing Priority/Premier Relationship Managers who are ready to transition into private banking.
• Your clients are at the heart of everything we do. Our CROs are an integral part of EFG’s growth and success story, and as a Next Generation CRO, you have a strong entrepreneurial mindset and a passion for growing alongside your clients.
• You will have full access to our industry-leading in-house Investment Solutions expertise and offerings, as well as our open platform architecture.
• With all the necessary capabilities to provide your clients with truly independent, impartial, and high-quality support and advice, we believe you will be able to meet and exceed your clients’ investment goals.
• At EFG, we believe in building long-term relationships based on trust. To achieve this, we seek CROs who think and act with trust in mind, are solution-oriented, and passionate—and who always put our clients’ interests first.

Main Duties and Responsibilities

• Focus on intergenerational wealth transfer and engaging the next generation of clients
• Digital asset advisory capabilities
• Provide regulated investment advice to clients and work with clients to help them meet their financial needs and goals.
• Proactively advise and consult with clients, explaining the types of financial services available, educating them about investment options and potential risks, and providing investment advice
• Acquire and develop profitable client relationships at the agreed levels across the Bank’s investment products, services, and offerings
• Stay informed about economic, political, and cultural developments in relevant client markets
• Cross-sell other EFGi products and services as appropriate

Role Requirements

• At least 3 years of experience in Priority/Premier Banking
• Good knowledge of compliance, AML, and cross-border regulations
• Strong entrepreneurial mindset
• Good knowledge of financial products
• Digitally savvy
• Have strong relationship-building skills