Client Services Officer - Private Banking - Greek Speaker

Client Services Officer - Private Banking - Greek Speaker

Employer:

EFG International

Location:

London, England, United Kingdom

EFG International is a global private banking group offering private banking and asset management services to clients in over 40 locations worldwide. We provide a stimulating, dynamic work environment and are committed to an equitable and inclusive culture founded on mutual respect.

Empowering entrepreneurial minds to create value – today and for the future. Our sustainable success is built on talent, partnership with clients, and community impact.

• Assist Client Relationship Officers (CROs) with banking and client administration: transfers, payments, FX, deposits, and securities transactions.
• Follow up with clients on pending issues and escalate to the CRO as needed.
• Coordinate with internal stakeholders (Operations, Compliance, offshore entities) to complete annual reviews and onboarding documents.
• Where authorised by the Fitness & Propriety Certificate, promote and arrange banking and investment products.
• Prepare supporting documentation for periodic reviews and onboarding submissions.
• Process credit applications and new loan approvals through to drawdown.
• Perform research requests from the CRO.
• Serve as the contact for the team across other bank departments (troubleshooting, requests).
• Comply with the Code of Conduct and all internal regulations (e.g., Cross Border, AML, Clear Desk Policy, Absence Management).

• 3‑5 years of demonstrable experience in private banking or financial services.
• Strong understanding of private banking processes and regulatory requirements (KYC, AML, FATCA, CRS).
• Proficiency in standard IT systems and quick learning of new software.
• IAD Level 4 required.
• Greek language mandatory.

• 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.

• Accountability – ownership and continuous improvement.
• Hands‑on – proactive delivery of high‑quality results.
• Passionate – commitment to excellence.
• Solution‑driven – client‑oriented, risk‑aware approach.
• Partnership‑oriented – collaboration and teamwork.

• Competitive non‑contributory pension with salary‑sacrifice option.
• Enhanced annual leave.
• Private medical cover.
• Cash‑back membership.
• Life insurance and income protection.
• Electric vehicle leasing.
• Travel loans.
• Wellness apps, mortgage brokering, insurance discounts, and other perks.

Mid‑Senior level

Full‑time

Finance and Sales

Banking