Client Services Officer - Russian Speaker — EFG International AG
- Lieu
- Geneve
- Contrat
- permanent
- Publié
- Aujourd'hui
Vue d’ensemble du poste
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
Responsabilités principales
- 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
Exigences principales
- 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
Processus de candidature
- 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.
Détails supplémentaires
- 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.
Notes et contenu original
- 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
Questions sur cette offre
Quel salaire propose EFG International AG pour ce poste ?
EFG International AG indique CHF 60 500 - 91 500 bruts par an pour ce poste à Geneve. Il s'agit du salaire publié dans l'annonce d'origine (ou, si l'employeur ne précise pas de montant, d'une estimation réaliste pour le rôle et le secteur) — le calculateur de ce site le convertit en net réel une fois l'impôt frontalier et les cotisations sociales appliqués.
Est-ce un poste à temps plein, et quel type de contrat propose EFG International AG ?
Cette offre est un poste en temps plein. Le type de contrat affiché ici provient directement de l'annonce originale de l'employeur ; confirmez toujours les horaires exacts, le préavis et la durée d'essai avec EFG International AG pendant le processus de candidature, ces détails pouvant varier même au sein de la même catégorie de contrat.
Ai-je besoin d'un permis de frontalier pour un poste dans le canton de Genève ?
Les résidents UE/AELE domiciliés dans la zone frontalière du pays voisin du canton de Genève peuvent demander un permis G ; l'employeur suisse le dépose auprès de l'office cantonal des migrations après signature du contrat. Les règles de zone frontalière et les délais varient selon le pays voisin et le canton — confirmez les détails auprès de l'office des migrations du canton de Genève ou avec les RH pendant la candidature.
Comment postuler à ce poste chez EFG International AG ?
Utilisez le bouton « Postuler maintenant » sur cette page — il renvoie directement à l'annonce originale de EFG International AG sur efginternational.com, votre candidature arrive donc directement dans le système de suivi des candidatures de l'employeur. Frontaliere Ticino ne collecte ni ne transmet lui-même les candidatures.
