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Our Company
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
As an IAM (Internal Asset Manager) Support Specialist, you will deliver vital administrative support and assist with day-to-day client relationship activities. You will collaborate closely with key stakeholders to improve IAM desk processes and procedures, serving as the main point of contact for Client Relationship Officers (CROs) and Account Managers across various critical workflows. Your position will be central to upholding strong standards in compliance, quality assurance, and business development within our IAM Switzerland team.
Main Responsibilities
- Provide administrative support for daily client relationship matters, assisting CROs, and Account Managers in their day-to-day activities.
- Act as the main contact for CROs/Account Managers regarding:
– Pre-approval or approval (within delegations) of payments, credits, and client/IAM openings and closings.
– Reviewing the quality of client and IAM profiles and documentation during onboarding and regular reviews. - Perform ex-ante controls on Private Banking activities and support the enhancement of the control framework.
- Oversee and approve KYC lifecycle events, including reviewing and commenting on Client Information Profiles for account openings, periodic reviews, and updates.
- Monitor compliance and follow up on AML (Anti-Money Laundering) matters.
- Serve as a link between the First and Second Line of Defence, facilitating communication and compliance.
- Support the Head of IAM Switzerland in business development, analysis, and improving process efficiency and productivity in collaboration with relevant functional areas.
- Contribute to the continuous improvement of IAM Switzerland's processes and procedures
Skills and experience
- At least 3 of experience in a regulatory compliance or private banking environment.
- Strong knowledge of AML regulations and sanctions.
- Fluent in English. German is an advantage; French and/or Italian would be an asset.
- Excellent organisational, communication, and interpersonal skills.
- Strong analytical skills and attention to detail.
- Proficient in Microsoft Excel.
- Reliable, solution-oriented, and a strong team player.
- Demonstrates a client and service focus at all times.
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.
Skills Required
- At least 3 years of experience in a regulatory compliance or private banking environment.
- Strong knowledge of AML regulations and sanctions.
- Fluent in English.
- German language skills (advantage).
- French and/or Italian language skills (asset).
- Excellent organisational, communication, and interpersonal skills.
- Strong analytical skills and attention to detail.
- Proficient in Microsoft Excel.
- Reliable, solution-oriented, and a strong team player.
- Demonstrates a client and service focus at all times.
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.
