Client Services Officer - Russian Speaker — EFG International AG
- Località
- Geneve
- Contratto
- permanent
- Pubblicato
- Oggi
Panoramica
Job Description
Within the Private Banking Department, the Client Support Officer Private Banking plays a key role in delivering a high‑quality service experience to our clients and supporting our Client Relationship Officers (CROs) in the day‑to‑day management of client relationships.
You will be responsible for the full range of administrative and operational activities linked to client accounts, ensuring that all instructions are executed accurately, efficiently and in line with internal policies and regulatory requirements.
- Job Description
- Within the Private Banking Department, the Client Support Officer Private Banking plays a key role in delivering a high‑quality service experience to our clients and supporting our Client Relationship Officers (CROs) in the day‑to‑day management of client relationships.
- Provide proactive day‑to‑day support to one or more CROs in managing a portfolio of private banking clients, ensuring seamless coordination of all client‑related activities.
- Deliver top‑quality client service through regular and timely contact by phone and e‑mail, handling queries, resolving issues and ensuring a consistently high level of client satisfaction, including for Russian‑speaking clients.
- Education
- Minimum: University degree in Business Administration, Finance, Economics, Law or a related field; or a completed banking commercial apprenticeship. Preferred
Responsabilità principali
- Provide proactive day‑to‑day support to one or more CROs in managing a portfolio of private banking clients, ensuring seamless coordination of all client‑related activities.
- Deliver top‑quality client service through regular and timely contact by phone and e‑mail, handling queries, resolving issues and ensuring a consistently high level of client satisfaction, including for Russian‑speaking clients.
- Execute and oversee client account openings, closures and updates, including performing internet searches, gathering and validating corroborative documentation, and ensuring full adherence to internal procedures and regulatory requirements.
- Process, monitor and control all client instructions (e.g. stock market transactions, payments, foreign currency trades and other investment orders), ensuring accurate execution, proper booking and alignment with guidelines from Compliance, Risk and Operations.
- Prepare, organise and follow up on client meetings and visits by compiling account documentation, checking required documents, producing account statements and ensuring that all actions and outcomes are properly recorded.
- Manage ongoing administrative and organisational tasks such as periodic client reviews, tracking and resolving missing or pending documents, and coordinating the delivery and follow‑up of holdmail and other client communications.
- Prepare high‑quality marketing and client materials, including presentations, pitchbooks, investment proposals and portfolio reviews, in close collaboration with CROs and Investment Solutions teams.
- Actively promote paperless accounts and e‑banking usage, guiding clients through digital solutions and supporting the bank’s drive towards more efficient and sustainable processes.
- Ensure strict compliance with the Code of Conduct and all internal regulations and policies (including Cross‑Border rules, AML requirements, Clear & Clean Desk Policy and Absence Management), escalating issues to Compliance or Risk where appropriate. Requirements and
Requisiti principali
- Education
- Minimum: University degree in Business Administration, Finance, Economics, Law or a related field; or a completed banking commercial apprenticeship. Preferred
- Minimum 5 years of experience as a Client Support Officer (or equivalent role) in a private banking environment.
- Proven track record in managing client documentation, executing investment and payment instructions, and supporting CROs in the servicing of sophisticated private banking clients. Technical and Functional Knowledge
- Solid understanding of financial instruments, including money market products, fixed income, equities, options and derivatives, structured products, foreign exchange and investment funds.
- Strong proficiency in standard office tools (e.g.
- Excel, PowerPoint, Outlook) for preparing client materials, reports and presentations.
- High level of accuracy and attention to detail, with the ability to cope with pressure and manage a demanding workload while handling multiple tasks in parallel.
- Flexible, organised and able to prioritise effectively in a fast‑paced environment. Languages
- Fluent English (spoken and written).
- Fluent Russian (spoken and written), with the ability to communicate effectively with Russian‑speaking clients.
- Additional languages commonly used in our client base are an asset. Our Values
Processo di candidatura
- Good knowledge of Risk, Cross‑Border and Compliance/AML topics, with the ability to apply relevant rules and guidelines in day‑to‑day activities.
- Please ensure to attach a cover letter to your CV when filling the application.
Dettagli ulteriori
- Ensure strict compliance with the Code of Conduct and all internal regulations and policies (including Cross‑Border rules, AML requirements, Clear & Clean Desk Policy and Absence Management), escalating issues to Compliance or Risk where appropriate. Professional Experience
- Proven track record in managing client documentation, executing investment and payment instructions, and supporting CROs in the servicing of sophisticated private banking clients. Technical and Functional Knowledge
- Flexible, organised and able to prioritise effectively in a fast‑paced environment.
- Additional languages commonly used in our client base are an asset.
Note e contenuto originale
- Responsibilities
- Ensure strict compliance with the Code of Conduct and all internal regulations and policies (including Cross‑Border rules, AML requirements, Clear & Clean Desk Policy and Absence Management), escalating issues to Compliance or Risk where appropriate.
- Requirements and
- Qualifications
- Minimum: University degree in Business Administration, Finance, Economics, Law or a related field; or a completed banking commercial apprenticeship.
- Professional Experience
- Proven track record in managing client documentation, executing investment and payment instructions, and supporting CROs in the servicing of sophisticated private banking clients.
- Technical and Functional Knowledge
- Our Values
Domande frequenti su questo annuncio
Che stipendio offre EFG International AG per questa posizione?
EFG International AG indica CHF 60'500 - 91'500 lordi annui per questo ruolo a Geneve. Questo è lo stipendio pubblicato nell'annuncio originale (o, quando il datore non specifica una cifra, una stima realistica per ruolo e settore) — il calcolatore di questo sito lo converte nel netto reale una volta applicate imposta da frontaliere e contributi sociali.
È un ruolo a tempo pieno, e che tipo di contratto offre EFG International AG?
Questo annuncio è una posizione a tempo pieno. Il tipo di contratto mostrato qui arriva direttamente dall'annuncio originale del datore di lavoro; conferma sempre orario esatto, preavviso e durata del periodo di prova con EFG International AG durante il colloquio, perché questi dettagli possono variare anche all'interno della stessa categoria contrattuale.
Serve un permesso da frontaliere per un ruolo nel canton Ginevra?
I residenti UE/AELS nella zona di frontiera del paese confinante con il canton Ginevra possono richiedere il Permesso G; il datore di lavoro svizzero lo presenta all'ufficio della migrazione di quel canton dopo la firma del contratto. Regole sulla zona di frontiera e tempi di lavorazione variano per paese confinante e canton — verifica i dettagli con l'ufficio della migrazione del canton Ginevra o con HR durante il colloquio.
Come mi candido a questa posizione presso EFG International AG?
Usa il pulsante "Candidati ora" in questa pagina — rimanda direttamente all'annuncio originale di EFG International AG su efginternational.com, quindi la tua candidatura arriva direttamente nel sistema di gestione candidature del datore di lavoro. Frontaliere Ticino non raccoglie né inoltra candidature in proprio.
