Job Description

Entrepreneurial Thinking. Private Banking.

We are building the next wave of relationship-driven, digitally fluent, ambitious, high-performing Priority / Premier Relationships Managers ready to transition into Private Banking.

EFG is one of the largest Swiss private banks with a global presence. Our distinctive client approach, which is based on our entrepreneurial CRO (Client Relationship Officer) model, is at the heart of our strategy and value proposition.

Our CROs are an integral part of EFG's growth and success story and your clients are at the centre of everything we do.

As a Next Generation CRO, you have a strong entrepreneurial mindset and passion to grow into the future with your clients. You will have full access to our best-in-class in-house Investment Solutions expertise and offerings, as well as our open platform architecture. With all the necessary capabilities to provide your clients with truly independent and impartial high-quality support and advice, we believe you will be able to meet and exceed your clients investing goals.

At EFG, we believe in building long-term relationships that are founded on trust. To achieve this, we require CROs who think and act according to our shared values – hands-on, solution-driven, partnership-oriented, passionate and accountable – and who always place clients interests first.

Main Duties & Responsibilities

Focus on intergenerational wealth transfer and next generation client engagement
Digital asset advisory capability
Provide regulated investment advice to clients and work with clients to meet their financial needs and goals.
Proactively advise and consult with clients, explaining the types of financial services available, educating them about investment options and potential risks and recommending investment
Acquire and develop agreed levels of profitable client relationships and bring on net new assets to the Bank, with a view to growing and improving business and to deliver the Bank's value proposition to clients and prospects
Keep up with economic, political and cultural developments in relevant client markets
Cross-sell other EFGI products and services as appropriate

Role Requirement

Minimum 3 years of experience in Priority/Premier Banking
Good knowledge of Compliance, AML topics, Cross Border regulations
Good knowledge of financial products
Strong entrepreneurial mindset
Completed CACS paper 1 and 2
Digitally savvy
Possess strong relationship-building skills

About Us

EFG Bank is the Swiss private banking subsidiary of EFG International. Headquartered in Zurich, it has an international network spanning Europe, Asia Pacific, Middle East and Latin America, and manages assets for private clients all over the world. The bank's services comprise asset management and investment counselling, investment funds, securities brokerage, estate planning and a full array of banking services. EFG Bank offers a stimulating and dynamic work environment.

Next-Gen Client Relationship Officer (CRO)