Client Services Officer, Private Banking

EFG Private Banking; Greater London; Hybrid; GBP 32,000 - 52,000; Full time

Benefits offered by this job

Pension contributions

Enhanced annual leave

Private Medical Cover

Cash back membership

Life Insurance

Income protection

Electric Vehicle leasing

Travel loans

Wellness Apps

Job summary

EFG Private Banking is seeking a proactive Client Services Officer to support the UK Team, acting as the vital link between clients and internal teams to ensure seamless execution of instructions while building strong relationships in a dynamic environment.

The role emphasizes client engagement, onboarding, and coordinated collaboration with Operations, Compliance, and offshore entities to meet regulatory and service standards.

Qualifications

• 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).
• Proficient with standard IT systems and quick to learn new software.

Responsibilities

• Own end-to-end client onboarding and periodic reviews for the CRO.
• Handle banking admin: transfers/payments, FX, deposits, purchases and securities.

Skills

Client engagement

Regulatory knowledge (KYC/AML)

IT systems proficiency

Education

IAD Level 4

Job description

EFG Private Banking is seeking a proactive Client Services Officer to support the UK Team, acting as the vital link between clients and internal teams to ensure seamless execution of instructions while building strong relationships in a dynamic environment.

The role emphasizes client engagement, onboarding, and coordinated collaboration with Operations, Compliance, and offshore entities to meet regulatory and service standards.