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For Companies At a Glance
- Tasks: Support client engagement and assist with banking administration in a dynamic environment.
- Company: Global private banking group committed to diversity and innovation.
- Benefits: Competitive pension, enhanced leave, medical cover, and wellness perks.
- Other info: Opportunities for personal growth and a collaborative work culture.
- Why this job: Join a supportive team and empower entrepreneurial minds while building strong client relationships.
- Qualifications: 1-3 years in private banking, service-oriented mindset, and eagerness to learn.
The predicted salary is between 30000 - 40000 £ per year.
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.
Job Description
We are looking for a proactive Client Services Officer (CSO) who is passionate about client engagement and eager to contribute to our mission of empowering entrepreneurial minds to create lasting value. In this role, you will be a vital link between clients and our internal teams, ensuring the seamless execution of customer instructions while building strong relationships in a stimulating and dynamic work environment.
Key Responsibilities:
- The 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.
- Assuming responsibility for primary point of contact with clients; following-up on pending issues and escalating to the CRO if necessary.
- Internal stakeholder management such as Operations, Compliance and offshore entities as required for the completion of annual reviews and onboarding documents.
- Promoting, recommending and arranging banking and investment products and services once relevant qualifications have been attained.
- Preparing any documental support on behalf of the CRO to ensure timely completion of periodic reviews and onboarding submissions.
- Completing and processing credit applications and reviews as well as managing new loans from approval through to drawdown.
- Performing research work upon CRO’s request.
- Acting as the contact person on behalf of the team for the internal stakeholders within the bank whenever needed (troubleshooting, requests, etc.).
- Complying with the Code of Conduct and all internal regulations (e.g. Cross Border, AML, Clear Desk Policy, Absence Management).
Skills and experience
- Experience: 1-3 years of demonstrable experience in a similar role within private banking or financial services.
- Knowledge: Strong understanding of private banking processes, financial products, and regulatory requirements (KYC, AML, FATCA, CRS).
- Technical Skills: Proficient in standard IT systems; ability to quickly learn new software.
- Qualifications: IAD Level 4 & CeMAP preferred.
- Personal Attributes: Service-oriented and client-focused mindset, strong team player with a collaborative spirit, high level of confidentiality and discretion, proactive and self-motivated, detail-oriented, accurate, and reliable, open-minded and eager to learn new skills.
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.
Our Benefits
At EFG, we tailor our benefits based on the needs of our employees and have purposely created an extensive benefits package that looks to support/enhance employee wellbeing in as many aspects of life as possible. Below is a high-level summary of the fantastic benefits that we offer to our employees at EFG:
- A highly competitive non-contributory pension contribution (with the option to contribute further via salary sacrifice).
- Enhanced annual leave entitlement.
- Private Medical Cover.
- Cash back membership.
- Life Insurance.
- Income protection.
- Electric Vehicle leasing.
- Travel loans.
- A wide range of other benefits and opportunities for employees to take advantage of, such as Wellness Apps, Mortgage Brokering services, Insurance discounts, access to discount portals and much more.
Assistant - CSO - Other in London employer: Efg Bank
Contact Detail:
Efg Bank Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Assistant - CSO - Other in London
✨Tip Number 1
Network like a pro! Reach out to current or former employees at EFG International on LinkedIn. A friendly chat can give us insider info about the company culture and maybe even a referral!
✨Tip Number 2
Prepare for the interview by researching EFG's values and mission. We want to show that we’re not just a good fit for the role, but also for the team and the company’s goals.
✨Tip Number 3
Practice common interview questions, especially those related to client engagement and teamwork. We need to demonstrate our proactive mindset and service-oriented approach.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows we’re serious about joining the EFG family.
We think you need these skills to ace Assistant - CSO - Other in London
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Assistant - CSO role. Highlight your experience in private banking and client services, and show us how your skills align with our mission of empowering entrepreneurial minds.
Show Your Passion: We love candidates who are genuinely excited about client engagement! In your application, share specific examples of how you've gone above and beyond for clients in the past. Let your enthusiasm shine through!
Be Clear and Concise: When writing your application, keep it straightforward. Use clear language and avoid jargon. We appreciate a well-structured application that makes it easy for us to see your qualifications and fit for the role.
Apply Through Our Website: To make sure your application gets the attention it deserves, apply directly through our website. This way, we can easily track your application and ensure it reaches the right people in our team.
How to prepare for a job interview at Efg Bank
✨Know Your Stuff
Make sure you brush up on your knowledge of private banking processes and financial products. EFG International values a strong understanding of KYC, AML, and other regulatory requirements, so be ready to discuss these topics confidently.
✨Show Your Client Focus
As a Client Services Officer, your role revolves around client engagement. Prepare examples of how you've successfully built relationships in previous roles. Highlight your service-oriented mindset and any proactive steps you've taken to enhance client satisfaction.
✨Be Ready to Collaborate
EFG International emphasises teamwork and collaboration. Think of instances where you've worked effectively with internal stakeholders or contributed to a team project. This will demonstrate your ability to thrive in a dynamic work environment.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and the specific challenges faced by the Client Services team. This shows your genuine interest in the role and helps you assess if EFG is the right fit for you.