Wealth Planning Group Business Developer — EFG International AG

Full description

Main Responsibilities

• Enhance daily collaboration with Client Relationship Officers and serve as a central competence hub

• Coordinate priority Wealth Planning initiatives, including the enhancement of core offerings and development of new solutions

• Enhance structured reporting frameworks to monitor execution progress, measure impact, and support management steering and reporting for the Global head of Wealth Planning

• Support development of targeted Wealth Planning content defined by Global Head of Wealth Planning and client engagement tools to elevate market positioning (e.g. client events, white papers, thematic campaigns)

• Support Global Head of Wealth Planning on ad hoc projects/cost management processes etc/ MTP

Skills and experience

• University degree in Business Administration or Finance related discipline;

• Minimum 5 years of experience and a demonstrated track record of business management, project management and or strategy consulting.

• Methodical thinker with a proven ability to demonstrate exceptional analytical rigor

• Strong organisational skills, structured approach, strict adherence to legal, regulatory and compliance requirements.

• Practical experience in creating client-ready proposals and presentations using the suite of Microsoft applications.

• Languages: excellent command of English is required
• German, French or Italian would be an advantage.

Our Values

• Accountability : Taking ownership for tasks and challenges, as well as seeking continuous improvement

• Hands-on : Being proactive to rapidly deliver high-quality results

• Passionate : Being committed and striving for excellence

• Solution-driven : Focusing on client outcomes and treating clients fairly with a risk-aware mindset

• Partnership-oriented : Promoting collaboration and teamwork. Working together with an entrepreneurial spirit.