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Bewerben

CSO Middle East Team Zurich

EFG International
Zurich, Zürich
vor 6 Tagen

Position Tasks:

  • Supporting the CRO (Client Relationship Officer) in the daily business activities;
  • 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 holdmail, 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).

Position Skills:

  • Commercial apprenticeship in a Bank or similar banking-related education, higher financial education completed or ongoing;
  • Minimum 3 to 5 years of previous experience in a Bank;
  • Good understanding of financial instruments (equities, bonds, structured products, derivatives);
  • Good knowledge of Compliance / AML topics;
  • Good Windows Office skills (excel, power point, outlook, etc.);
  • Ability to cope with pressure and handle a heavy workload;
  • Accurate and detail oriented;
  • Team player with a solution driven mindset and a pragmatic approach
  • Proficient in spoken and written English. German a plus.

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