Client Services Officer - Geneva Talent Pool

Main responsibilities

• Receive, prepare, and process client instructions in line with internal procedures (authorizations, forms, signatures, transmission to relevant departments).
• Manage investment instructions and corporate action events.
• Ensure accuracy and completeness of client files.
• Follow up on pending issues and escalate as needed.
• Serve as a contact for internal departments and as an alternative contact for clients.
• Conduct research and prepare documentation as requested.
• Support the Client Relationship Officer (CRO) in delegated tasks.
• Monitor credit, operations, and risk according to established procedures.
• Comply with the Code of Conduct and all internal regulations (Cross Border, AML, Clear Desk Policy, Absence Management).

Key requirements

• Minimum 5 years’ experience in a similar role within private banking or financial services.
• Strong understanding of private banking processes, financial products, and regulatory requirements (KYC, AML, FATCA, CRS).
• Excellent proficiency in English and French; additional languages are an asset.
• Proficient in standard IT systems; adaptable to new software.
• Service-oriented, client-focused mindset; strong team player.
• High level of confidentiality and discretion.
• Proactive, self-motivated, detail-oriented, and reliable.
• Open-minded and eager to learn.

What the company offers

• <strong>Accountability:</strong> Ownership and continuous improvement.
• <strong>Hands-on:</strong> Proactive delivery of high-quality results.
• <strong>Passionate:</strong> Commitment and pursuit of excellence.
• <strong>Solution-driven:</strong> Focus on client outcomes and fair treatment.
• <strong>Partnership-oriented:</strong> Collaboration and entrepreneurial spirit.

About EFG

EFG International is a global private banking group, serving clients in over 40 locations worldwide. As EFG continues to grow, we are building a talent pool for future Client Services Officer (CSO) positions in Geneva. Joining our talent pool means you will be among the first considered for upcoming opportunities, contributing to our dynamic and inclusive environment.

EFG is committed to equity, inclusion, and mutual respect. We value diversity as a driver of innovation and better decision-making, and we strive to be an employer of choice.

Our Purpose and Mission

Empowering entrepreneurial minds to create value – today and for the future.

We offer personalised solutions on a global scale to private and institutional clients. Our sustainable success depends on our people and our partnerships with clients and communities.

Candidate Communication: What to Expect

As part of our talent pool, your profile will be reviewed for a variety of CSO opportunities as they become available. The private banking market is dynamic, and the requirements for each role may shift in response to client needs, regulatory changes, or business priorities. We value candidates who are adaptable and open to evolving responsibilities.

If your profile matches the requirements for a specific opening, you may be pre-selected and invited to complete an additional questionnaire. This helps us better understand your experience, skills, and career preferences, ensuring a strong fit for both you and EFG.

Useful keywords

• Minimum 5 years’ experience in a similar role within private banking or financial services.
• Strong understanding of private banking processes
• Excellent proficiency in English and French
• Proficient in standard IT systems
• Service-oriented
• Receive
• Manage investment instructions and corporate action events.
• Ensure accuracy and completeness of client files.