IAM Support Specialist — EFG International AG
- Location
- Geneve
- Contract
- permanent
- Posted
- Yesterday
Role overview
As 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.
- Provide administrative support for daily client relationship matters, assisting CROs, and Account Managers in their day-to-day activities.
- Act 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.
- Perform ex-ante controls on Private Banking activities and support the enhancement of the control framework.
- At least 3 of experience in a regulatory compliance or private banking environment.
- Strong knowledge of AML regulations and sanctions.
- Fluent in English. German is an advantage; French and/or Italian would be an asset.
Main responsibilities
- Provide administrative support for daily client relationship matters, assisting CROs, and Account Managers in their day-to-day activities.
- Act as the main contact for CROs/Account Managers regarding:
– Pre-approval or approval (within delegations) of payments, credits, and client/IAM openings and closings.
– Reviewing the quality of client and IAM profiles and documentation during onboarding and regular reviews. - Perform ex-ante controls on Private Banking activities and support the enhancement of the control framework.
- Oversee and approve KYC lifecycle events, including reviewing and commenting on Client Information Profiles for account openings, periodic reviews, and updates.
- Monitor compliance and follow up on AML (Anti-Money Laundering) matters.
- Serve as a link between the First and Second Line of Defence, facilitating communication and compliance.
- Support the Head of IAM Switzerland in business development, analysis, and improving process efficiency and productivity in collaboration with relevant functional areas.
- Contribute to the continuous improvement of IAM Switzerland's processes and procedures
Key requirements
- At least 3 of experience in a regulatory compliance or private banking environment.
- Strong knowledge of AML regulations and sanctions.
- Fluent in English. German is an advantage; French and/or Italian would be an asset.
- Excellent organisational, communication, and interpersonal skills.
- Strong analytical skills and attention to detail.
- Proficient in Microsoft Excel.
- Reliable, solution-oriented, and a strong team player.
- Demonstrates a client and service focus at all times.
Our Company
EFG 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.
EFG 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.
Our Purpose and Mission
Empowering entrepreneurial minds to create value – today and for the future.
We 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.
Useful keywords
- At least 3 of experience in a regulatory compliance or private banking environment.
- Strong knowledge of AML regulations and sanctions.
- Fluent in English. German is an advantage
- Excellent organisational
- Strong analytical skills and attention to detail.
- Provide administrative support for daily client relationship matters
- Act as the main contact for CROs/Account Managers regarding
- Perform ex-ante controls on Private Banking activities and support the enhancement of the control framework.
Questions about this listing
What salary does EFG International AG offer for this role?
EFG International AG lists CHF 104'500 - 183'500 gross per year for this position in Geneve. This is the salary published in the original listing (or, when the employer omits a figure, a realistic estimate for the role and sector) — the calculator on this site converts it to your actual net take-home once cross-border tax and social contributions are applied.
Is this a full-time role, and what type of contract does EFG International AG offer?
This listing is a full-time position. The contract type shown here comes directly from the employer's original posting; always confirm exact hours, notice period and probation length with EFG International AG during the application process, since these details can vary by role even within the same contract category.
Do I need a cross-border work permit for a role in Geneva?
EU/EFTA residents living in the border zone of the country adjoining Canton Geneva can apply for a G permit; the Swiss employer files it with that canton's migration office after the contract is signed. Border-zone rules and processing times vary by neighbouring country and canton, so confirm the specifics with Geneva's cantonal migration office or with HR during the application.
How do I apply for this position at EFG International AG?
Use the "Apply now" button on this page — it links directly to EFG International AG's original listing at fa-eqai-saasfaprod1.fa.ocs.oraclecloud.com, so your application goes straight to the employer's own applicant-tracking system. Frontaliere Ticino does not collect or forward applications itself.
