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- Tasks: Assist with client banking and administration, ensuring smooth operations and excellent service.
- Company: Join EFG International, a global leader in private banking with a dynamic work culture.
- Benefits: Enjoy competitive salary, enhanced leave, private medical cover, and wellness perks.
- Why this job: Be part of a team that empowers clients and drives community impact in finance.
- Qualifications: 3-5 years in private banking, strong regulatory knowledge, and fluent in Greek.
- Other info: Collaborative environment with opportunities for personal growth and skill development.
The predicted salary is between 36000 - 60000 ÂŁ per year.
EFG International is a global private banking group offering private banking and asset management services to clients in over 40 locations worldwide. We provide a stimulating, dynamic work environment and are committed to an equitable and inclusive culture founded on mutual respect.
Purpose and Mission
Empowering entrepreneurial minds to create value – today and for the future. Our sustainable success is built on talent, partnership with clients, and community impact.
Key Responsibilities
- Assist Client Relationship Officers (CROs) with banking and client administration: transfers, payments, FX, deposits, and securities transactions.
- Follow up with clients on pending issues and escalate to the CRO as needed.
- Coordinate with internal stakeholders (Operations, Compliance, offshore entities) to complete annual reviews and onboarding documents.
- Where authorised by the Fitness & Propriety Certificate, promote and arrange banking and investment products.
- Prepare supporting documentation for periodic reviews and onboarding submissions.
- Process credit applications and new loan approvals through to drawdown.
- Perform research requests from the CRO.
- Serve as the contact for the team across other bank departments (troubleshooting, requests).
- Comply with the Code of Conduct and all internal regulations (e.g., Cross Border, AML, Clear Desk Policy, Absence Management).
Skills and Experience
- 3‑5 years of demonstrable experience in private banking or financial services.
- Strong understanding of private banking processes and regulatory requirements (KYC, AML, FATCA, CRS).
- Proficiency in standard IT systems and quick learning of new software.
- IAD Level 4 required.
- Greek language mandatory.
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 – ownership and continuous improvement.
- Hands‑on – proactive delivery of high‑quality results.
- Passionate – commitment to excellence.
- Solution‑driven – client‑oriented, risk‑aware approach.
- Partnership‑oriented – collaboration and teamwork.
Benefits
- Competitive non‑contributory pension with salary‑sacrifice option.
- Enhanced annual leave.
- Private medical cover.
- Cash‑back membership.
- Life insurance and income protection.
- Electric vehicle leasing.
- Travel loans.
- Wellness apps, mortgage brokering, insurance discounts, and other perks.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Finance and Sales
Industry Banking
Client Services Officer - Private Banking - Greek Speaker in City of London employer: EFG International
Contact Detail:
EFG International Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Officer - Private Banking - Greek Speaker in City of 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 and might just get your foot in the door.
✨Tip Number 2
Prepare for the interview by brushing up on private banking processes and regulatory requirements. We want to show that you’re not just a fit for the role, but that you’re genuinely passionate about the industry.
✨Tip Number 3
Practice your Greek! Since it’s a must-have for this role, being fluent will definitely set you apart. Try having mock conversations or even reading financial news in Greek to sharpen those skills.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take that extra step.
We think you need these skills to ace Client Services Officer - Private Banking - Greek Speaker in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your private banking experience and any relevant qualifications, especially your Greek language skills. We want to see how you fit into our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about private banking and how your background aligns with our values. Keep it concise but engaging – we love a good story!
Showcase Your Client-Focused Mindset: In your application, emphasise your service-oriented approach and any examples of how you've gone above and beyond for clients in the past. We’re all about creating value for our clients, so let us know how you can contribute!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, it shows you’re keen on joining our team at EFG International!
How to prepare for a job interview at EFG International
✨Know Your Banking Basics
Make sure you brush up on your knowledge of private banking processes and regulatory requirements like KYC and AML. Being able to discuss these topics confidently will show that you understand the industry and are ready to hit the ground running.
✨Showcase Your Client-Focused Mindset
Prepare examples from your past experiences where you demonstrated a service-oriented approach. Highlight how you’ve gone above and beyond for clients, as this role is all about building strong relationships and providing excellent service.
✨Demonstrate Team Spirit
EFG International values collaboration, so be ready to talk about times when you worked effectively in a team. Share specific instances where your contributions helped achieve a common goal, showcasing your ability to work well with others.
✨Be Proactive and Eager to Learn
Express your willingness to learn new skills and adapt to new software quickly. This shows that you’re not just looking for a job, but are genuinely interested in growing within the company and contributing to its success.
