Senior Advisor BO Forex

Job Description

We are seeking a Senior FX Specialist in Zurich to develop and provide strong FX advisory capabilities for our private banking clients.

Tasks

* As a subject matter expert, the resource will work directly with private banking clients and provide customized FX advice and solutions with CROs (Client Relationship Officers). * Management of a highly diverse target group at a high level of complexity * Complementing the efforts of CROs with comprehensive market experience and product knowledge in client conversations. * Offering customized solutions across the entire spectrum of FX products, tailored to client objectives, risk profiles, and current market conditions. * Taking responsibility for the entire trading cycle: You will anticipate business needs and offer unique solutions—from opportunity identification to post-trade support. * Monitor macroeconomic and market developments and translate insights into actionable advice. * Play a key role in expanding FX advisory services within the Swiss booking center and strengthening internal awareness of the offering. * Responsible for delivering tactical business objectives that are financially measurable and have cross-disciplinary impact.

Why EFG, why this role?

* New role, clear focus: The resource will have the space to define and develop this function, with the support of a strong platform. * High visibility: Direct collaboration with CROs and senior executives across the company. You will be the subject matter expert who works with diverse and senior internal stakeholders, both internally and externally, to communicate complex information. * Environment: Agile, international, and customer-focused, without unnecessary layers.

Requirements

* 15 years of experience in FX consulting in a private banking or asset management environment. * Deep knowledge of FX markets and macroeconomic trends. * Comfortable interacting with clients and CROs in a thoughtful, clear, and solution-oriented manner. * Independent and autonomous in identifying opportunities and executing on them. * Strong attention to detail, particularly in execution and follow-up. * Fluency in English required; knowledge of German, French, or Italian is a plus.