Job offer
Next-Gen Client Relationship Officer (CRO)
EFG Bank is seeking a Next-Gen Client Relationship Officer in Singapore with at least three years of experience in priority banking and an entrepreneurial mindset. The role involves acquiring and managing clients, providing advice on digital assets, and facilitating the sale of investment products within the private banking business.
Tasks and responsibilities
- Focus on intergenerational wealth transfer and the next generation
- Expertise in providing advice on digital assets
- Acquisition and development of established, profitable customer relationships
- Providing regulated investment advice to clients, collaborating on the analysis of client options and potential risks, and recommending investment products
- Cross-selling other EFG products and services, where appropriate
- Monitoring economic, political, and cultural developments in the relevant context
- Independent and impartial, high-quality support and advice to meet and exceed customer expectations
Requirements
- At least 3 years of experience in Priority/Premier Banking
- Strong knowledge of financial products
- Strong knowledge of compliance, anti-money laundering (AML), and cross-border requirements
- Completion of CACS Papers 1 and 2
- Strong entrepreneurial mindset
- Tech-savvy
- Strong relationship-building skills
- A Passion for Growing Alongside Our Customers into the Future
- Customer-focused, passionate, and responsible
We offer
- Opportunity for career advancement in private banking
- Working in an entrepreneurial Client Relationship Officer (CRO) model
- Access to expertise and services, as well as an open platform architecture
- Sharing in the Growth and Success of EFG Bank
- Building Long-Term Customer Relationships
Job details
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