At a Glance
- Tasks: Support clients and internal teams, ensuring smooth banking operations and strong relationships.
- Company: Global private banking group committed to diversity and innovation.
- Benefits: Competitive pension, enhanced leave, private medical cover, and wellness perks.
- Other info: Exciting opportunities for personal growth and a supportive work environment.
- Why this job: Join a dynamic team and empower entrepreneurial minds while making a real impact.
- Qualifications: 3-5 years in private banking, client-focused mindset, and strong teamwork skills.
The predicted salary is between 29700 - 36300 £ per year.
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.
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 supporting the UK Team, 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 process 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: 3-5 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 & Ce MAP 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 as 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.
Client Support Officer in London employer: Efg Bank
EFG International is an exceptional employer, offering a dynamic and inclusive work environment in the heart of London. With a strong commitment to employee growth and development, we provide opportunities for our team members to thrive while fostering a culture of collaboration and respect. Joining us means being part of a diverse team that values your contributions and empowers you to make a meaningful impact in the world of private banking and asset management.
StudySmarter Expert Advice🤫
We think this is how you could land Client Support Officer in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Efg Bank. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Support Officer in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Efg Bank.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Efg Bank's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Efg Bank
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Efg Bank.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Efg Bank will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Efg Bank employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
