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About EFG
EFG International is a global private banking group offering private banking and asset management services to clients in over 40 locations worldwide.
We provide a stimulating and dynamic work environment and strive to be an employer of choice. Our culture is built on mutual respect, inclusion and collaboration. We value diverse perspectives and believe they drive better decisions and greater innovation.
Our Purpose
Empowering entrepreneurial minds to create value – today and for the future.
We offer personalised solutions to private and institutional clients globally. Our long-term success is driven by our people and by how we partner with our clients and communities to create lasting value.
Key Responsibilities
Target Market Monitoring & Alerts
Monitor and analyse negative and neutral Target Market (TM) alerts on a daily basis across the relevant booking centres and product lines.
Review transactions breaching TM, ensure appropriate justification and complete audit trail for any override.
Escalate cases according to defined governance and escalation rules.
Identify recurring patterns and systemic issues in TM breaches and propose structural enhancements to the Product Governance framework and related processes.
Manufacturer Reporting
Prepare and validate quarterly distributor reporting to product manufacturers (including negative and neutral TM distributions).
Ensure accuracy, completeness, consistency and timely delivery of reporting.
Coordinate responses to manufacturer queries, involving Private Banking, Investment Solutions, First Line of Defense and Second Line of Defense, as needed.
Maintain dashboards to provide management with visibility on distribution patterns and TM breaches.
Product Approval Governance (New Product Approval – NPA)
Facilitate and coordinate the New Product Approval process across all stakeholders.
Ensure strict adherence to the Product Approval Policy and established governance standards.
Organise and track cross‑functional sign‑offs (PB, Compliance, Risk, Operations and other relevant functions).
Monitor end‑to‑end approval timelines and ensure full archiving of documentation.
Ongoing Monitoring & Framework Evolution
Act as a coordination point for the Product Governance and Life‑Cycle Committee (e.g. LPC).
Monitor anomaly trends and key risk indicators related to product distribution.
Provide data analytics to support periodic reassessment of Target Market definitions and EFG internal Target Market Approach (EFG TMA).
Facilitate dialogue and alignment between Business, PB COO, Operations, Compliance and the LPC.
Support regular reviews and recalibration of Target Market definitions to reflect market, regulatory and business developments.
Your Profile
Strong knowledge of MiFID II, in particular the Product Governance framework (target market definition, manufacturer–distributor interaction, reporting and reviews).
Solid experience in data handling and reporting (advanced Excel skills for extraction, reconciliation, monitoring and dashboarding).
Good understanding of private banking business models, investment and wealth management products (funds, structured products, mandates, etc.) and distribution channels.
Professional level of English (spoken and written); French is an asset.
Strong analytical skills, attention to detail and sound judgement.
Comfortable working both independently and as part of a team.
Excellent communication skills, with the ability to explain complex topics clearly and manage potential conflicts constructively.
Strong organisational and time management skills.
Our Values
At EFG, you will join a culture that is:
Accountable – We take ownership and seek continuous improvement.
Hands-on – We are proactive and focused on delivering high-quality results.
Passionate – We are committed and strive for excellence.
Solution-driven – We focus on client outcomes with a strong risk-aware mindset.
Partnership-oriented – We collaborate, share ideas and work with an entrepreneurial spirit.
Skills Required
- Strong knowledge of MiFID II and the Product Governance framework, including target-market definitions, manufacturer-distributor interaction, reporting, and reviews
- Solid experience in data handling and reporting, including advanced Excel skills for extraction, reconciliation, monitoring, and dashboarding
- Good understanding of private banking business models, investment and wealth management products, and distribution channels
- Professional-level spoken and written English
- French language skills
- Strong analytical skills, attention to detail, and sound judgment
- Ability to work independently and as part of a team
- Excellent communication skills and ability to explain complex topics clearly and manage conflicts constructively
- Strong organizational and time-management 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.
