Assistant - CSO - Other

Company Overview

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 provides a stimulating and dynamic work environment and aims to be an employer of choice.

EFG is committed to providing an equitable and inclusive working environment founded on mutual respect. Joining our team means working in a supportive environment where contributions are valued and recognised. We believe that diversity strengthens decision-making and drives 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 people and on how we partner with 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 internal teams, ensuring the seamless execution of customer instructions while building strong relationships in a dynamic work environment.

Key Responsibilities

• Assist the Client Relationship Officers (CROs) with banking and client-related administration, including transfers and payments, foreign exchange, monitoring and fixing bank deposits, and processing purchases and securities sales.
• Serve as the primary point of contact with clients; follow up on pending issues and escalate to the CRO as necessary.
• Manage internal stakeholders such as Operations, Compliance, and offshore entities as required for annual reviews and onboarding documents.
• Promote, recommend, and arrange banking and investment products and services once relevant qualifications are attained.
• Prepare documental support on behalf of the CRO to ensure timely completion of periodic reviews and onboarding submissions.
• Complete and process credit applications and reviews, and manage new loans from approval through to drawdown.
• Perform research work upon CRO’s request.
• Act as the contact person for internal stakeholders within the bank for troubleshooting and requests as needed.
• Comply 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 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 and 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, with a focus on continuous improvement.
• Hands-on: Proactively delivering high-quality results.
• Passionate: Committed to excellence.
• Solution-driven: Focusing on client outcomes with a risk-aware mindset.
• Partnership-oriented: Promoting collaboration and teamwork with an entrepreneurial spirit.

Our Benefits

At EFG, we tailor our benefits to the needs of our employees and offer an extensive benefits package aimed at supporting wellbeing across many aspects of life. Highlights of the benefits we offer include:

• 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 additional benefits and opportunities (wellness apps, mortgage brokering services, insurance discounts, access to discount portals, and more).