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EFG International
IAM Support SpecialistEFG International • geneva, Switzerland
IAM Support Specialist

IAM Support Specialist

EFG International • geneva, Switzerland
Vor 16 Tagen
Stellenbeschreibung
pbOur Company /b /ppEFG 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. /ppEFG 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. /ppbOur Purpose and Mission /b /ppEmpowering entrepreneurial minds to create value – today and for the future. /ppWe 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. /ppbJob Description /b /ppAs 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. /ppbMain Responsibilities /b /pliProvide administrative support for daily client relationship matters, assisting CROs, and Account Managers in their day-to-day activities. /liliAct as the main contact for CROs/Account Managers regarding: br/– Pre-approval or approval (within delegations) of payments, credits, and client/IAM openings and closings.br/– Reviewing the quality of client and IAM profiles and documentation during onboarding and regular reviews. /liliPerform ex-ante controls on Private Banking activities and support the enhancement of the control framework. /liliOversee and approve KYC lifecycle events, including reviewing and commenting on Client Information Profiles for account openings, periodic reviews, and updates. /liliMonitor compliance and follow up on AML (Anti-Money Laundering) matters. /liliServe as a link between the First and Second Line of Defence, facilitating communication and compliance. /liliSupport the Head of IAM Switzerland in business development, analysis, and improving process efficiency and productivity in collaboration with relevant functional areas. /liliContribute to the continuous improvement of IAM Switzerland's processes and procedures /lipbSkills and experience /b /pliAt least 3 of experience in a regulatory compliance or private banking environment. /liliStrong knowledge of AML regulations and sanctions. /liliFluent in English. German is an advantage; French and/or Italian would be an asset. /liliExcellent organisational, communication, and interpersonal skills. /liliStrong analytical skills and attention to detail. /liliProficient in Microsoft Excel. /liliReliable, solution-oriented, and a strong team player. /liliDemonstrates a client and service focus at all times. /lipbOur Values /b /ppbAccountability: /b Taking ownership for tasks and challenges, as well as seeking continuous improvement /ppbHands-on /b: Being proactive to rapidly deliver high-quality results /ppbPassionate /b: Being committed and striving for excellence /ppbSolution-driven: /b Focusing on client outcomes and treating clients fairly with a risk-aware mindset /ppbPartnership-oriented /b: Promoting collaboration and teamwork. Working together with an entrepreneurial spirit. /p
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IAM Support Specialist • geneva, Switzerland

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