Client Support Officer

EFG International AG · St. Moritz (TI)

Categoria: admin Contratto: permanent Salario: CHF 58'000 - 78'000

Role overview

General Info<ul style="list-style-type:square;"><li>Work time Percentage: 100%</li><li>Location: St Moritz</li></ul><h1>Our Company</h1>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 MissionEmpowering 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.<h1>Job Description</h1>To support our growing activities in St. Moritz, we are looking for a Client Service Officer who will provide high-quality administrative and client service support to our Client Relationship Officers (CROs), while also contributing to the smooth running of our front office reception and cashier operations.This role is ideal for a service-oriented, hands-on professional who enjoys working in a dynamic, international private banking environment and who is motivated to take ownership, act proactively and deliver an outstanding client experience.<h1>Main Responsibilities</h1><h1>1. Client and CRO Support</h1><ul style="list-style-type:square;"><li>Support clients and CROs in their daily business activities.</li><li>Maintain active client contact in written and spoken German and English.</li><li>Provide top-quality service to clients through regular and prompt contact by phone and email.</li><li>Execute client account openings, closures and updates, including:<ul><li>Conducting internet searches and basic due diligence checks.</li><li>Collecting and verifying corroborative documentation.</li></ul></li><li>Prepare and follow up on client visits, including:<ul><li>Preparing account documentation and reviewing documents.</li><li>Organising account statements and other supporting material.</li></ul></li><li>Execute and control client instructions, such as:<ul><li>Stock market transactions.</li><li>Payments and transfers.</li><li>Foreign currency trades.</li></ul></li><li>Perform various administrative and organisational tasks, including:<ul><li>Client reviews and periodic checks.</li><li>Follow-up on missing or pending documents.</li><li>Delivery and monitoring of hold mail.</li></ul></li><li>Prepare marketing and client materials, such as:<ul><li>Presentations and pitchbooks.</li><li>Investment proposals & portfolio reviews.</li></ul></li><li>Actively promote paperless accounts and e-banking usage to clients.</li><li>Ensure full compliance with the Code of Conduct and all internal regulations (e.g. Cross Border, AML, Clear & Clean Desk Policy, Absence Management).</li></ul><h1>2. Reception and Front Office Support</h1><ul style="list-style-type:square;"><li>Welcome and assist clients upon arrival, ensuring a professional and warm first impression.</li><li>Manage reception duties, including:<ul><li>Answering and directing phone calls.</li><li>Handling appointments and coordinating meeting room bookings.</li><li>Prepare and serve beverages to clients and ensure a high standard of hospitality.</li><li>Ensure meeting rooms and client areas are tidy, well-presented and adequately equipped at all times.</li><li>Handle incoming and outgoing mail and deliveries, ensuring timely distribution and proper documentation.</li></ul></li></ul><h1>3. Cashier and Branch Support</h1><ul style="list-style-type:square;"><li>Support daily cashier operations, including:</li><li>Processing client deposits and withdrawals.</li><li>Handling basic cash and payment transactions in line with internal guidelines.</li><li>Collaborate closely with CROs and other team members to ensure smooth branch operations.</li><li>Support marketing and client events, including preparation, logistics and on-site assistance.</li></ul><h1>Skills and experience</h1><ol><li>Education and Professional Background</li></ol><ul style="list-style-type:square;"><li>Commercial apprenticeship in a bank or similar banking-related education.</li><li>Further education in the financial sector is an advantage.</li><li>Minimum 3 years of experience in a private banking or intermediary environment.</li></ul><ol><li>Skills</li></ol><ul style="list-style-type:square;"><li>Good understanding of financial instruments, including: </li><li>Equities, bonds, structured products and derivatives.</li><li>Solid knowledge of Compliance and AML topics relevant to private banking.</li><li>Confident user of Microsoft Office (Excel, PowerPoint, Outlook, Word).</li><li>Familiarity with banking systems and front-office tools is an asset.</li><li>Strong client service orientation with excellent interpersonal skills.</li><li>High level of reliability, discretion and integrity.</li><li>Ability to cope with pressure and tight deadlines, with a flexible approach to working hours when required.</li><li>Comfortable working in a small branch environment, taking on a broad range of tasks (from client administration to reception and cashier support).</li><li>Proficient in written and spoken German and English (essential).</li><li>Italian is a strong plus; any additional languages are an advantage.</li></ul><h1>Our Values</h1><ul style="list-style-type:square;"><li>Accountability: Taking ownership for tasks and challenges, as well as seeking continuous improvement</li><li>Hands-on: Being proactive to rapidly deliver high-quality results</li><li>Passionate: Being committed and striving for excellence</li><li>Solution-driven: Focusing on client outcomes and treating clients fairly with a risk-aware mindset</li><li>Partnership-oriented: Promoting collaboration and teamwork. Working together with an entrepreneurial spirit.</li></ul><ol><li>Please ensure to attach a cover letter to your CV when filling the application.</li></ol><h1>Application</h1><ol><li>Should you wish to apply for this position use this link to apply.</li></ol>

Description

To support our growing activities in St. Moritz, we are looking for a Client Service Officer who will provide high-quality administrative and client service support to our Client Relationship Officers (CROs), while also contributing to the smooth running of our front office reception and cashier operations.

This role is ideal for a service-oriented, hands-on professional who enjoys working in a dynamic, international private banking environment and who is motivated to take ownership, act proactively and deliver an outstanding client experience.

- Support clients and CROs in their daily business activities.

Apply now

Client Support Officer

Role overview

Description

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