Client Relationship Officer Private Banking
Publication date:
17 May 2025Workload:
100%Contract type:
Unlimited employment- Place of work:Geneva
Job summary
Join EFG as a Client Relationship Officer in Private Banking. Be part of a global leader.
Tasks
- Cultivate long-term client relationships based on trust and partnership.
- Leverage entrepreneurial thinking to deliver tailored investment solutions.
- Exercise control over client service and product selection according to suitability.
Skills
- Ideal candidates have a strong entrepreneurial mindset and banking experience.
- Ability to provide impartial, high-quality financial advice.
- Solution-driven approach to meet clients' financial goals.
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Client Relationship Officer Private Banking
Job Description
Entrepreneurial thinking matters – you matter.
Become part of EFG’s success story.
With more than 3’000 employees worldwide and Private Banking AuM of CHF 170 bio (Q1 2021), EFG is one of the largest Swiss private banks with a global presence. Our distinctive client approach, which is based on our entrepreneurial CRO (Client Relationship Officer) model, is at the heart of our strategy and value proposition.
As CRO, you are an integral part of EFG’s growth- and success story and your clients are at the center of everything we do. As future CRO, you have a strong entrepreneurial mindset: with our in-house Investment Solutions expertise and offering, as well as our open platform architecture, you have all the necessary capabilities to provide your clients with truly independent and impartial high-quality support and advice – allowing you to find the best solutions for your clients helping them to realize their financial goals.
At EFG, we believe in building long-term relationships that are founded on trust. To achieve this, we require CROs who think and act according to our shared values – hands-on, solution-driven, partnership-oriented, passionate and accountable – and who always place clients’ interests first.
At EFG, YOU determine which clients to serve in line with the bank’s risk appetite, YOU decide where and how to serve them in line with the Bank’s cross-border framework, YOU choose the most appropriate products in line with the Bank’s suitability framework and YOU have control over pricing.In case you are a Senior Private Banker and interested to join EFG Geneva, please apply online.
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EFG Bank AG
