Client Relationship Support Officer (TEMP)

Our Company

JOB DESCRIPTION

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 Mission

Empowering 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.

Role

The Client Support Officer (CSO) will assist the Client relationship Officers (CROs) with banking and client-related administration such as: transfers and payments, foreign exchange, monitoring and fixing of bank deposits and processing of purchases and securities sales. Interact with clients and internal stakeholders such as Operations, Compliance and offshore entities as required. Where authorised by the Fitness & Propriety Certificate, promote, recommend and arrange banking and investment products and services.

Responsibilities

Proposition & Productivity

• Support CROS in acquiring new and developing existing client relationships, e.g.:
• Cross-selling EFGI products and services as appropriate.
• Participating in general marketing campaigns and events.
• Cultivating partnerships and referrals.
• Keep up to date with industry, socio-economic and regulatory developments in client markets.
• Contribute ideas and views to strengthen ongoing business and operational success.
• Treat customers fairly, act in their best interest and offer a transparent, efficient, and professional service within Fitness & Propriety Certificate permission remits.
  

Process & Platform

• Where certified, liaise with CROs to assess clients' financial objectives, attitude to risk, personal circumstances, and any existing portfolios to identify and advise on suitable bespoke strategies.
• Handle incoming telephone calls, correspondence, individual diaries, filing and expenses.
• Assist CROs/CSOs in preparing for and attending client meetings and ensuring written records.
• Assist with travel arrangements and preparation of papers for CRO/CSO business trips.
• Maintain marketing information and support targeted activities as required.
• Generate and distribute Banking Reports using the internal system.
• Obtain ad-hoc valuations of client portfolios and prepare a consolidated position as required
• Arrange inbound/outbound references, cash collections and cheque books on clients' behalf
• Liaise with internal stakeholders to deliver the following for clients in scope
• Account opening accurate and complete due diligence and client information packs.
• Client instructions, execution per internal procedures including identification, call back, payments, deposits, loans, FX deals, transfers and securities transactions
• Credit applications, preparation and prompt supply of documentation.
• Client review: assist a timely and robust completion, e.g. PEP, credit and investments.
• Account monitoring execution per internal procedures and any follow-on escalations or liaison with clients as appropriate.
• Record keeping maintain up to date, clear and comprehensive client, business and transaction records. Ensure data in tracking systems are continually maintained.
• Adhere to policies regarding Conduct Rules and regulatory obligations for each booking location.
• Comply with the 1st line of defence obligations:
• Follow the Risk Management Framework and associated training, policies and processes.
• Understand, manage and continuously refine the risks and controls for your role.
• Be alert to new risks, breaches or issues and report them in line with formal processes.
  

Process & Platform

• Follow the Bank's Values in all activities and support colleagues to also do so.
• Maintain Certification fitness and promptly declare any relevant changes to your circumstances.
• Stay aware of internal strategy and actively drive personal career and development plans to suit.
• Support a 'one team' approach by respecting dependencies across departments and locations.
  
  

Skills And Experience

• Fit & Proper competent status in the most recent certified role
• Membership of CISI
  
  

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.
  
  

Please ensure to attach a cover letter to your CV when filling the application.