Next-Gen Client Relationship Officer (CRO)

Tasks

• Focus on intergenerational wealth transfer and serving the next generation of clients
• Consulting Services in the Field of Digital Assets
• Providing regulated investment advice to clients and working with clients to help them achieve their financial goals
• Monitoring economic, political, and cultural developments in the relevant markets in order to recommend suitable investments to clients
• Improving business development and delivering on the bank's value proposition to customers
• Cross-selling of other EFG products and services, as appropriate

Requirements

• At least 3–5 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
• Digital Proficiency
• Strong relationship-building skills