CSO - PB Model Middle East

EFG International is a global private banking group, serving clients in over 40 locations worldwide.

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.

Empowering entrepreneurial minds to create value – today and for the future.

• Supporting the CRO (Client Relationship Officer) in the daily business activities and administrative tasks;
• 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 hold mail, 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).

• Commercial apprenticeship in a Bank or similar banking-related education, higher financial education;
• Minimum 3 to 5 years of previous experience in a Private Bank;
• Good understanding of financial instruments (equities, bonds, structured products, derivatives);
  Murabaha and Reverse Murabaha Deposits and/or any Shariah Compliant products knowledge is a plus;
• Good knowledge of Compliance / AML topics;
• Good Windows Office skills (excel, power point, outlook, etc.);
• Strong in Account Documentation in line with CDB requirements and knowledge in opening complex account structures;
• Ability to cope with pressure in a fast pace environment and handle a heavy workload;
• Ability to work independently and set own agenda;
• Accurate and detail oriented;
• Team player with a solution driven mindset and a pragmatic approach;
• Service‑driven approach with hands‑on approach to client engagement;
• Actively anticipates client needs and resolves issues with urgency and ownership;
• Proficient in spoken and written English. Arabic and French is a plus.

• Accountability:
  Ownership and continuous improvement.
• Hands‑on:
  Proactive delivery of high‑quality results.
• Passionate:
  Commitment and pursuit of excellence.
• Solution‑driven:
  Focus on client outcomes and fair treatment.
• Partnership‑oriented:
  Collaboration and entrepreneurial spirit