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Job Description
The Senior Investment Counsellor provide advisory services according to the regional service model to private banking CROs and clients in line with the client's objectives, Investment profiles, Investment universe, regulations and procedures. He/She supports the Head of Investment Solutions in day-to-day business.
Key Responsibilities
1. Investment Advisory
- Follow developments in the financial markets to maintain an understanding of both present and future trends and how they might affect investment strategies
- Provide comprehensive investment advice and solutions to top-tier private bankers and their clients on global products including fixed income instruments, equities, funds, hedge funds, derivatives and structured products
- Respond to all private bankers requests on trades, investment strategies, and supply them with the relevant supporting documents
- Act efficiently in operational processing of investment actions and client instructions
- Conduct and communicate detailed market research and investment solutions
- Ensure proactive, individualized, and professional delivery of advisory services by working collaboratively with various internal teams and entities within the group
- Collaborate with internal teams to develop the local Advisory services in line with clients needs
- Act as the liaison for Advisory services in local committees and delivers related presentations
- Continuously enhance the efficiency and quality of Advisory services through appropriate measures
2. Business Development
- Anticipate clients' needs and uncover related opportunities to maximize business potential
- Assist Private Bankers in acquiring new business and identifying investment solutions that match prospect/client’s needs
- Advocate the Promotion of the Investment Solutions (presentation, Investment proposal, book review…)
- Support the growth in Advisory and Discretionary mandates by implementing suitable sales strategies
3. Risk and control
- Ensure compliance with all regulatory requirements and banks policies and procedures
- Daily controls of portfolios
Skills and experience
- Bachelor’s or Master’s degree in Economics and/or Finance. CFA level would be a plus.
- Minimum of 10 years experience in a similar function within a Wealth Management or Asset management Environment.
- High level of technicity and ability to communicate ideas and recommendations
- Very good commercial and communication skills
- Fluent in Greek and English, French would be a plus
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
- Bachelor's or Master's degree in Economics and/or Finance
- Minimum of 10 years experience in a similar function within a Wealth Management or Asset management Environment
- CFA level would be a plus
- Fluent in Greek and English
- French would be a plus
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.
