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About the Role

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 supporting the UK Team, you will be a vital link between clients and our internal teams, ensuring the seamless execution of customer instructions while building strong relationships in a stimulating and dynamic work environment.

Responsibilities

Assist the Client Relationship Officers (CROs) with banking and client-related administration such as transfers and payments, foreign exchange, monitoring and fixing of bank deposits and processing of purchases and securities sales.
Assume responsibility for primary point of contact with clients; follow-up on pending issues and escalate to the CRO if necessary.
Manage internal stakeholders such as Operations, Compliance and offshore entities for annual reviews and onboarding documents.
Promote, recommend, and arrange banking and investment products and services once relevant qualifications have been 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 on behalf of the team for internal stakeholders within the bank whenever needed.
Comply with the Code of Conduct and all internal regulations (e.g. Cross Border, AML, Clear Desk Policy, Absence Management).

Requirements

3-5 years of demonstrable 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).
Proficient in standard IT systems; ability to quickly learn new software.
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.

Skills

Private banking processes
Financial products
Regulatory requirements (KYC, AML, FATCA, CRS)
Standard IT systems
Client engagement

Location

Work Type

Full-time

Experience Level

3-5 years

Education Level

IAD Level 4 & CeMAP preferred

Benefits

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
Wellness Apps
Mortgage Brokering services
Insurance discounts
Access to discount portals

About the Company

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 offers a stimulating and dynamic work environment and strives to be an employer of choice.
EFG is committed to providing an equitable and inclusive working environment that is founded on the principle of mutual respect.
Joining our team means experiencing a supportive environment, where your contributions are valued and recognised.
We strongly believe that the diversity of our teams gives us a competitive advantage by fostering better decision-making and 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 talents and on how we partner with our clients and communities to create lasting value.