Stellenangebot
Next-Gen Client Relationship Officer (CRO)
EFG Bank sucht in Hong Kong einen Next-Gen Client Relationship Officer mit mindestens drei Jahren Erfahrung im Priority/Premier Banking, der durch ein unternehmerisches Mindset und digitale Kompetenz neue Kundenbeziehungen im Private Banking aufbaut. Die Rolle umfasst die Beratung von Kunden zu Anlagestrategien, den Fokus auf den intergenerationellen Vermögensübergang sowie die Akquise profitabler Kundenbeziehungen.
Job Description
- Entrepreneurial Thinking. Private Banking.
- We are building the next wave of relationship-driven, digitally fluent, ambitious, high-performing Priority / Premier Relationship Managers ready to transition into Private Banking.
- Your clients are at the centre 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 passion to grow with your clients.
- You will have full access to our best-in-class 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 and impartial high-quality support and advice, we believe you will be able to meet and exceed your clients’ investing goals.
- At EFG, we believe in building long-term relationships that are founded on trust. To achieve this, we require CROs who think and act on trust, are solution-oriented, and passionate – who always place clients’ interests first.
Main Duties & Responsibilities
- Focus on intergenerational wealth transfer and next generation client engagement
- Digital asset advisory capability
- Provide regulated investment advice to clients and work with clients to 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 agreed levels of profitable client relationships across the Bank’s investment products, services and offerings
- Keep up with economic, political and cultural developments in relevant client markets
- Close-sell other EFGi products and services as appropriate
Role Requirement
- Minimum 3 years of experience in Priority/Premier Banking
- Good knowledge of Compliance, AML, topics, Cross Border regulations
- Strong entrepreneurial mindset
- Good knowledge of financial products
- Digitally savvy
- Possess strong relationship-building skills
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