Client Services Officer - Talent Pool

Receive, prepare, and process client instructions in line with internal procedures (authorizations, forms, signatures, transmission to relevant departments). Manage investment instructions and corporate action events. Ensure accuracy and completeness of client files. Follow up on pending issues and escalate as needed. Serve as a contact for internal departments and as an alternative contact for clients. Conduct research and prepare documentation as requested. Support the Client Relationship Officer (CRO) in delegated tasks. Monitor credit, operations, and risk according to established procedures. Comply with the Code of Conduct and all internal regulations (Cross Border, AML, Clear Desk Policy, Absence Management).

EFG International is a global private banking group, serving clients in over 40 locations worldwide. As EFG continues to grow, we are building a talent pool for future Client Services Officer (CSO) positions in Geneva. Joining our talent pool means you will be among the first considered for upcoming opportunities, contributing to our dynamic and inclusive environment. 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.

• Minimum 5 years’ experience in a similar role within private banking or financial services.

• Strong understanding of private banking processes, financial products, and regulatory requirements (KYC, AML, FATCA, CRS).

• Excellent proficiency in English and French; additional languages are an asset.

• Proficient in standard IT systems; adaptable to new software.

• Service-oriented, client-focused mindset; strong team player.

• High level of confidentiality and discretion.

• Proactive, self-motivated, detail-oriented, and reliable.

• Open-minded and eager to learn.