Assistant - CSO - Other

EFG International is a global private banking group, offering private banking and asset management services. We serve clients in over 40 locations worldwide. EFG International offers a stimulating and dynamic work environment and strives to be an employer of choice. 

EFG is committed to providing an equitable and inclusive working environment that is founded on the principle of mutual respect. Joining our team means experiencing a supportive environment, where your contributions are valued and recognised. We strongly believe that the diversity of our teams gives us a competitive advantage by fostering better decision-making and greater innovation.

Our Purpose and Mission

Empowering entrepreneurial minds to create value – today and for the future.

We are a private bank, offering personalised solutions on a global scale to private and institutional clients. Our sustainable success is based on our talents and on how we partner with our clients and communities to create lasting value.

Job Description

We are looking for a proactive Client Services Officer (CSO) who is passionate about client engagement and eager to contribute to our mission of empowering entrepreneurial minds to create lasting value. In this role supporting the UK Team, you will be a vital link between clients and our internal teams, ensuring the seamless execution of customer instructions while building strong relationships in a stimulating and dynamic work environment.

Key Responsibilities:

The CSO will assist the Client Relationship Officers (CROs) with:

• Taking responsibility for the end to end client onboarding and periodic review processes on behalf of the CRO, liaising with clients and internal teams to ensure timely completion.
• Banking and client-related administration such as: transfers and payments, foreign exchange, monitoring and fixing of bank deposits and processing of purchases and securities sales. 
• Assuming responsibility for primary point of contact with clients; following-up on pending issues and escalating to the CRO if necessary
• Internal stakeholder management such as Operations, Compliance and offshore entities as required for the completion of annual reviews and onboarding documents. 
• Promoting, recommending and arranging banking and investment products and services once relevant qualifications have been attained.
• Preparing any documental support on behalf of the CRO to ensure timely completion of periodic reviews and onboarding submissions.
• Completing and process credit applications and reviews as well as managing new loans from approval through to drawdown. 
• Performing research work upon CRO’s request
• Acting as the contact person on behalf of the team for the internal stakeholders within the bank whenever needed (troubleshooting, requests, etc.)
• Complying with the Code of Conduct and all internal regulations (e.g. Cross Border, AML, Clear Desk Policy, Absence Management).

Skills and experience

• Experience: 3-5 years of demonstrable experience in a similar role within private banking or financial services.
• Knowledge: Strong understanding of private banking processes, financial products, and regulatory requirements (KYC, AML, FATCA, CRS)
• Technical Skills: Proficient in standard IT systems; ability to quickly learn new software.
• Qualifications: IAD Level 4 preferred

Personal Attributes: 

• Service-oriented and client-focused mindset
• Strong team player with a collaborative spirit
• High level of confidentiality and discretion
• Proactive and self-motivated
• Detail-oriented, accurate, and reliable
• Open-minded and eager to learn new skills

Our Values

• Accountability: Taking ownership for tasks and challenges, as well as seeking continuous improvement
• Hands-on: Being proactive to rapidly deliver high-quality results
• Passionate: Being committed and striving for excellence
• Solution-driven: Focusing on client outcomes and treating clients fairly with a risk-aware mindset
• Partnership-oriented: Promoting collaboration and teamwork. Working together with an entrepreneurial spirit.

Our Benefits

At EFG, we tailor our benefits based on the needs of our employees and have purposely created an extensive benefits package that looks to support/enhance employee wellbeing in as many as aspects of life as possible. Below is a high-level summary of the fantastic benefits that we offer to our employees at EFG;

• A highly competitive non-contributory pension contribution (with the option to contribute further via salary sacrifice)
• Enhanced annual leave entitlement
• Private Medical Cover
• Cash back membership
• Life Insurance
• Income protection
• Electric Vehicle leasing
• Travel loans
• A wide range of other benefits and opportunities for employees to take advantage of, such as Wellness Apps, Mortgage Brokering services, Insurance discounts, access to discount portals and much more.