Client Relationship Officer (CRO)

EFG International; Singapore; On-site; SGD 100,000 - 150,000; Full time

Job summary

Join a leading Swiss private bank as a Client Relationship Officer (CRO) where your entrepreneurial mindset will help clients achieve their financial goals. With a focus on trust and long-term relationships, you will provide independent investment advice and manage client portfolios. EFG offers a dynamic work environment and the opportunity to grow within a global network.

Qualifications

• Minimum 10 years of experience as Private Banker.
• Good knowledge of Compliance, AML topics, and Cross Border regulations.

Responsibilities

• Provide regulated investment advice to clients.
• Acquire and develop profitable client relationships.
• Cross-sell other EFGI products and services.

Skills

Entrepreneurial mindset

Client Relationship Management

Financial Advisory

Education

CACS paper 1 and 2

Job description

Entrepreneurial thinking matters – you matter.
Become part of EFG’s success story.

EFG is one of the largest Swiss private banks with a global presence. Our distinctive client approach, which is based on our entrepreneurial CRO (Client Relationship Officer) model, is at the heart of our strategy and value proposition.

As CRO, you are an integral part of EFG’s growth and success story and your clients are at the center of everything we do. As future CRO, you have a strong entrepreneurial mindset: with our in-house Investment Solutions expertise and offering, as well as our open platform architecture, you have all the necessary capabilities to provide your clients with truly independent and impartial high-quality support and advice – allowing you to find the best solutions for your clients helping them to realize their financial goals.

At EFG, we believe in building long-term relationships that are founded on trust. To achieve this, we require CROs who think and act according to our shared values – hands-on, solution-driven, partnership-oriented, passionate and accountable – and who always place clients’ interests first.

Main Duties & Responsibilities

• Provide regulated investment advice to clients and work with clients to meet their financial needs and goals.
• Proactively advise and consult with clients, explaining the types of financial services available, educating them about investment options and potential risks and recommending investment
• Acquire and develop agreed levels of profitable client relationships and bring on net new assets to the Bank, with a view to growing and improving business and to deliver the Bank’s value proposition to clients and prospects
• Keep up with economic, political and cultural developments in relevant client markets
• Cross-sell other EFGI products and services as appropriate
• Ensure appropriate execution of client instructions through the Client Servies Officers (CSOs) in accordance with internal procedures.

Role Requirement

• Minimum 10 years of experience as Private Banker
• Good knowledge of Compliance, AML topics, Cross Border regulations
• Good knowledge of financial products
• Strong entrepreneurial mindset
• Completed CACS paper 1 and 2

EFG Bank is the Swiss private banking subsidiary of EFG International. Headquartered in Zurich, it has an international network spanning Europe, Asia Pacific, Middle East and Latin America, and manages assets for private clients all over the world. The bank’s services comprise asset management and investment counselling, investment funds, securities brokerage, estate planning and a full array of banking services. EFG Bank offers a stimulating and dynamic work environment.