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Client Service Officer Private Banking
EFG InternationalZurich, SwitzerlandVor 30+ Tagen
StellenbeschreibungUniversity degree or Commercial apprenticeship in a Bank or similar banking-related education Minimum 2 years of previous experience in a private banking environment Good understanding of financial instruments (equities, bonds, structured products, derivatives) Good Windows office skills (excel, power point, outlook, Ability to cope with pressure, deadlines and flexible working hours Proficient in written and spoken English essential Spoken languages such as Italian and / or Spanish would be a plus Team player Solution driven mindset with a pragmatic approach
Position Tasks :
- Support the CROs in the daily business activities.
- Active direct client contact in written and spoken German and English
- Provide a top quality service to clients (regular and prompt contact with clients by phone / email and visits)
- Execution of client account openings / closures and KYC reviews (internet search, provide corroborative documents)
- Preparation and follow-up of client visits (account documentation, check documents, account statements,
- Execution and control of all client instructions (stock market transactions, payments, foreign currency trades, fiduciary deposits
- Various administrative and organizational tasks (client reviews, missing / pending documents,
- Preparation of marketing material (presentations / pitchbooks / investment proposals / portfolio reviews)
- Ability to adabt to changing enviorments and the respective usage of new platforms / systems internal and external and explain them to clients (e-banking, Let’s sign, IDme
- Comply with the Code of Conduct and all internal regulations (. Cross Border, AML, Clean Desk Policy, Absence Management etc)
Position Skills :