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Key Responsibilities
Client Instruction Handling and Servicing
- Receive, verify and prepare client instructions in line with internal procedures, including checking authorisations, completing internal forms and obtaining required internal signatures.
- Initiate and input client transactions into the banking systems, ensuring accuracy, completeness of data and proper handling of SAS alerts.
- Collect and process client instructions related to corporate action events, coordinating with relevant internal teams.
- Maintain and regularly update client files, ensuring accuracy, completeness and compliance with internal and regulatory requirements; record activity reports in the system where necessary.
- Follow up on pending items and open issues, escalating where required to ensure timely resolution.
- Act as a point of contact on behalf of the IAM Desk for other departments for troubleshooting, information requests and operational queries.
- Act as an alternative contact to the CRO for clients (e.g. responding to calls, participating in meetings) to ensure continuity of service.
Monitoring and Control Activities
- Perform daily and monthly credit monitoring, including review of limit excesses, collateral excesses, overdrafts, risk concentrations and significant losses, and escalate in line with internal guidelines.
- Conduct daily monitoring of operational quality, including deposit renewals, pending orders, MiFID profile reviews and negative cash balance checks, and coordinate corrective actions with CROs and relevant departments.
- Execute annual risk monitoring activities, including reviews of dormant accounts, hold-mail accounts, small balance accounts and client claims, ensuring appropriate escalation and follow-up.
Professional Experience and Skills
- 3–5 years of experience in a similar role within private banking or wealth management.
- Good knowledge of financial products and the broader financial services environment.
- Solid understanding of private banking processes, front-to-back workflows and the client lifecycle.
- Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint).
- Fluency in Greek and English.
Skills Required
- 3-5 years of experience in a similar role within private banking or wealth management
- Good knowledge of financial products and the broader financial services environment
- Solid understanding of private banking processes, front-to-back workflows and the client lifecycle
- Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint)
- Fluency in Greek and English
EFG International Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about EFG International and has not been reviewed or approved by EFG International.
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Fair & Transparent Compensation — Pay is sometimes characterized as fair for the role, suggesting baseline alignment between responsibilities and fixed remuneration. Annual salary reviews benchmarked to performance and market data further reinforce a structured approach to setting pay.
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Healthcare Strength — Benefits such as health insurance are described as good and comparable to typical market offerings. This consistency in core coverage appears to be a stabilizing part of the overall package.
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Wellbeing & Lifestyle Benefits — Wellbeing and lifestyle offerings include items like free flu vaccines, free gym classes, and hybrid working arrangements. These add non-cash value that can improve the perceived total rewards experience.
EFG International Insights
What We Do
EFG International is a global private banking group offering private banking and asset management services and is headquartered in Zurich. Its registered shares (EFGN) are listed on the SIX Swiss Exchange. As a leading Swiss private bank, EFG International has a presence in major financial centres and growth markets, operating in around 40 locations worldwide, with a network spanning Europe, Asia Pacific, the Americas and the Middle East. As one of the best-capitalised Swiss private banks, EFG International is a financial partner that offers the security and solidity needed to provide clients with effective support. An entrepreneurial spirit has shaped the bank since its inception, enabling it to develop hands-on solutions and to build long-lasting client relationships. In other words: Entrepreneurial thinking. Private banking.
