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Entrepreneurial Thinking. Private Banking.
We are building the next wave of relationship-driven, digitally fluent, ambitious, high-performing Priority / Premier Relationships Managers ready to transition into Private Banking.
EFG is one of the largest Swiss private banks with a global presence. Our distinctive client approach, which is based on our entrepreneurial CRO (Client Relationship Officer) model, is at the heart of our strategy and value proposition.
Our CROs are an integral part of EFG’s growth and success story and your clients are at the centre of everything we do.
As a Next Generation CRO, you have a strong entrepreneurial mindset and passion to grow into the future 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 according to our shared values – hands-on, solution-driven, partnership-oriented, passionate and accountable – and 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 recommending investment
- Acquire and develop agreed levels of profitable client relationships and bring on net new assets to the Bank, with a view to growing and improving business and to deliver the Bank’s value proposition to clients and prospects
- Keep up with economic, political and cultural developments in relevant client markets
- Cross-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
- Good knowledge of financial products
- Strong entrepreneurial mindset
- Completed CACS paper 1 and 2
- Digitally savvy
- Possess strong relationship-building skills
Skills Required
- Minimum 3 years of experience in Priority/Premier Banking
- Good knowledge of Compliance, AML topics, Cross Border regulations
- Good knowledge of financial products
- Completed CACS paper 1 and 2
- Strong entrepreneurial mindset
- Digitally savvy
- Possess strong relationship-building skills
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.
