CSO - PB Model Middle East Geneva

About the job

About EFG
EFG International is a global private banking group, serving clients in over 40 locations worldwide.
EFG is committed to equity, inclusion, and mutual respect. We value diversity as a driver of innovation and better decision-making, and we strive to be an employer of choice.

Our Purpose and Mission
Empowering entrepreneurial minds to create value – today and for the future.
We offer personalised solutions on a global scale to private and institutional clients. Our sustainable success depends on our people and our partnerships with clients and communities.

Key Responsibilities

• Supporting the CRO (Client Relationship Officer) in the daily business activities and administrative tasks;


• Active client contact verbally and in writing;


• Provide a top-quality service to clients (regular and prompt contact with clients by phone/email);


• Execution of client account openings, closures and updates (internet search, providing corroborative documents);


• Preparation and follow-up of client visits (account documentation, checking documents, account statements, etc.);


• Execution and control of all client instructions (stock market transactions, payments, foreign currency trades, options, SWAP’s, NDF etc.);


• Various administrative and organizational tasks (client reviews, missing/pending documents, delivery of hold mail, etc.);


• Preparation of marketing material (presentations/pitchbooks/investment proposals/portfolio reviews);


• Promoting paperless accounts and e-banking usage;


• Complying with the Code of Conduct and all internal regulations (e.g. Cross Border, AML, Clear Desk Policy, Absence Management).

Skills and Experience

• Commercial apprenticeship in a Bank or similar banking-related education, higher financial education;


• Minimum 3 to 5 years of previous experience in a Private Bank;


• Good understanding of financial instruments (equities, bonds, structured products, derivatives); Murabaha and Reverse Murabaha Deposits and/or any Shariah Compliant products knowledge is a plus;


• Good knowledge of Compliance / AML topics;


• Good Windows Office skills (excel, power point, outlook, etc.);


• Strong in Account Documentation in line with CDB requirements and knowledge in opening complex account structures; 


• Ability to cope with pressure in a fast pace environment and handle a heavy workload;


• Ability to work independently and set own agenda;


• Accurate and detail oriented;


• Team player with a solution driven mindset and a pragmatic approach;


• Service-driven approach with hands-on approach to client engagement;


• Actively anticipates client needs and resolves issues with urgency and ownership;


• Proficient in spoken and written English. Arabic and French is a plus.

Our Values

• Accountability: Ownership and continuous improvement.


• Hands-on: Proactive delivery of high-quality results.


• Passionate: Commitment and pursuit of excellence.


• Solution-driven: Focus on client outcomes and fair treatment.


• Partnership-oriented: Collaboration and entrepreneurial spirit