Our company

EFG Bank is the Swiss Private Banking subsidiary of EFG International. Headquartered in Zurich, it has an international network spanning Europe, Asia Pacific and Latin America, and manages assets for private clients all over the world. The bank’s services comprise asset management, investment counselling, securities brokerage, estate planning and a full array of banking services as Investment Funds services.

EFG Bank offers a stimulating package, a dynamic work environment and is looking for you to join our IAM desk.

Your main responsibilities

As a Client Support Officer in the IAM Desk you will be in charge of the assistance to the internal and external CROs (Client Relationship Officers) that the desk is servicing.

You will participate to the desk customers activities notably:

• Monitor the deadlines of the team
• Receive, prepare and initiate the execution of customer’s instructions complying with internal procedures (authorizations, establishment of internal forms, collecting of internal signatures if required, transmitting the instructions to the relevant department)
• Input transactions in the system (where applicable)
• Collect customer’s instructions in case of corporate action events
• Follow-up on the accuracy and the completeness of the customers files
• Follow-up on pending issues and escalate to CRO if necessary

• Be the contact person on behalf of the team for the other departments of the bank whenever needed (troubleshooting, requests, etc.)
• Be the alternative contact person to CRO for customers (phone answering, meetings, etc.)

Performance of regular monitoring

• Monitor Credit on a daily or monthly basis (limit excess review, collateral excess review, overdrafts, risk concentration, significant loss, etc.)
• Monitor Operation quality on a daily basis (deposit renewal, pending orders, MiFID profile, negative cash balance check, etc.)
• Monitor Risk on a yearly basis (dormant accounts, hold mail account, small balance accounts, claims escalation and follow up on a case by case basis, etc.).

Your profile

• Good knowledge in Financial field and products
• Good knowledge of Private Banking processes
• 3 to 5 years experience in a similar role
• Fluent in English with another language (French, German, Luxemburgish);
• Good Knowledge of Microsoft Office (Outlook, Word, Excel, Powerpoint)

Personal Competences

• Client-oriented
• Proactive
• Flexible
• Continuous learning and improvement mindset
• Teamwork
• Confident communication skills

If you are interested in facing a new challenge together with a highly motivated team, please send your application together with your CV by mail to careerlux@efgbank.com

Please consider that your application is not successful for this position, if you do not get an e-mail back from us within 3 weeks of sending your CV.