Client Services Officer - Russian Speaker — EFG International AG
- Ort
- Geneve
- Vertrag
- permanent
- Veröffentlicht
- Heute
Rollenüberblick
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
Hauptaufgaben
- 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
Wichtige Anforderungen
- 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
Bewerbungsprozess
- 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.
Weitere Details
- 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.
Notizen und Originalinhalt
- 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
Fragen zu dieser Stellenanzeige
Welches Gehalt bietet EFG International AG für diese Stelle?
EFG International AG gibt CHF 60'500 - 91'500 brutto pro Jahr für diese Position in Geneve an. Dies ist das im Original-Inserat veröffentlichte Gehalt (oder, falls der Arbeitgeber keinen Betrag nennt, eine realistische Schätzung für Rolle und Branche) — der Rechner auf dieser Seite berechnet daraus Ihr tatsächliches Netto nach Grenzgänger-Steuer und Sozialabgaben.
Ist das eine Vollzeitstelle, und welchen Vertragstyp bietet EFG International AG?
Diese Stelle ist eine Vollzeit-Position. Der hier angezeigte Vertragstyp stammt direkt aus dem Original-Inserat des Arbeitgebers; klären Sie genaue Arbeitszeiten, Kündigungsfrist und Probezeit während des Bewerbungsprozesses mit EFG International AG, da diese Details auch innerhalb derselben Vertragskategorie variieren können.
Brauche ich eine Grenzgänger-Bewilligung für eine Stelle im Kanton Genf?
EU/EFTA-Bürger mit Wohnsitz in der Grenzzone des an den Kanton Genf angrenzenden Landes können eine G-Bewilligung beantragen; der Schweizer Arbeitgeber reicht sie nach Vertragsunterzeichnung beim Migrationsamt dieses Kantons ein. Grenzzonen-Regeln und Bearbeitungszeiten variieren je nach Nachbarland und Kanton — klären Sie die Details mit dem Migrationsamt des Kantons Genf oder mit HR während der Bewerbung.
Wie bewerbe ich mich für diese Stelle bei EFG International AG?
Nutzen Sie die Schaltfläche "Jetzt bewerben" auf dieser Seite — sie führt direkt zum Original-Inserat von EFG International AG unter efginternational.com, sodass Ihre Bewerbung direkt im Bewerbermanagementsystem des Arbeitgebers landet. Frontaliere Ticino sammelt oder leitet keine Bewerbungen selbst weiter.
