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For Companies At a Glance
- Tasks: Support client engagement and manage banking operations in a dynamic private banking environment.
- Company: Join EFG International, a global leader in private banking and asset management.
- Benefits: Enjoy competitive pension contributions, enhanced leave, private medical cover, and more.
- Why this job: Make a real impact by empowering clients and contributing to innovative financial solutions.
- Qualifications: 3-5 years in private banking, Greek speaker, and IAD Level 4 required.
- Other info: Experience a supportive culture that values diversity and fosters career growth.
The predicted salary is between 36000 - 60000 £ 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.
- Interact with clients following up on pending issues and escalating to the Customer Relationship Officer (CRO) if necessary.
- Internal stakeholder management such as Operations, Compliance and offshore entities as required for the completion of annual reviews and onboarding documents.
- Where authorised by the Fitness & Propriety Certificate, promote, recommend and arrange banking and investment products and services.
- Prepare any documental support on behalf of the CRO to ensure timely completion of periodic reviews and onboarding submissions.
- Complete and process credit applications and reviews as well as managing new loans from approval through to drawdown.
- Perform research work upon CRO’s request acting as the contact person on behalf of the team for the other departments of 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 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: 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.
Client Services Officer - Private Banking - Greek Speaker in 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 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 you insider info and maybe even a referral, which can really boost your chances.
✨Tip Number 2
Prepare for the interview by researching EFG's values and mission. Think about how your experience aligns with their focus on client engagement and teamwork. We want to see that you're not just a fit for the role, but for the company culture too!
✨Tip Number 3
Practice your responses to common interview questions, especially those related to client services and private banking. Use the STAR method (Situation, Task, Action, Result) to structure your answers and showcase your skills effectively.
✨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, it shows you’re genuinely interested in joining our team at EFG International.
We think you need these skills to ace Client Services Officer - Private Banking - Greek Speaker in 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 background in private banking and any relevant client services experience to show us you're the right fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for client engagement and how you align with our mission at EFG. Let us know why you want to join our team and what you can bring to the table.
Showcase Your Language Skills: Since Greek is a must-have, make sure to mention your proficiency clearly. If you have any relevant experiences using your language skills in a professional setting, share those with us!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at EFG International
✨Know Your Stuff
Make sure you brush up on your knowledge of private banking processes and financial products. Familiarise yourself with KYC, AML, FATCA, and CRS regulations. This will not only show your expertise but also demonstrate your commitment to the role.
✨Showcase Your Client Focus
Prepare examples that highlight your service-oriented mindset. Think about times when you've gone above and beyond for a client or resolved a tricky situation. This will help you illustrate how you embody the values of EFG International.
✨Be Proactive in Your Approach
During the interview, express your proactive nature by discussing how you take ownership of tasks and seek continuous improvement. Share specific instances where your initiative led to positive outcomes, as this aligns perfectly with their mission.
✨Demonstrate Team Spirit
EFG values collaboration, so be ready to discuss how you work well in teams. Share experiences where you've successfully partnered with colleagues or other departments to achieve a common goal. This will show that you're a great fit for their dynamic work environment.
