Next-Gen Client Relationship Officer (CRO)

EFG International; Singapore; On-site; SGD 80,000 - 120,000; Full time

Job summary

EFG International in Singapore is seeking a Relationship Manager to cultivate priority and premier client relationships in Private Banking. Candidates should have a minimum of 3 years of experience in banking, a strong entrepreneurial mindset, and knowledge of compliance and financial products. The role involves providing regulated investment advice, engaging with clients for their financial needs, and acquiring assets. This position offers opportunities to excel in a dynamic work environment focused on long-term client relationships.

Qualifications

• Minimum 3 years of experience in Priority/Premier Banking.
• Good knowledge of Compliance, AML topics, and Cross Border regulations.
• Strong understanding of investment options and potential risks.

Responsibilities

• Focus on intergenerational wealth transfer and next generation client engagement.
• Provide regulated investment advice to clients and work with clients to meet their financial needs.
• Acquire and develop profitable client relationships and bring on net new assets.

Skills

Relationship-building skills

Entrepreneurial mindset

Knowledge of financial products

Digital savvy

Education

Completed CACS paper 1 and 2

Job description

Job Description

We are building the next wave of relationship-driven, digitally fluent, ambitious, high-performing Priority / Premier Relationships Managers ready to transition into Private Banking.

Entrepreneurial Thinking. Private Banking.

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.

Our CROs are an integral part of EFG’s growth and success story and your clients are at the centre of everything we do.

As a Next Generation CRO, you have a strong entrepreneurial mindset and passion to grow into the future with your clients. You will have full access to our best-in-class in-house Investment Solutions expertise and offerings, as well as our open platform architecture. With all the necessary capabilities to provide your clients with truly independent and impartial high-quality support and advice, we believe you will be able to meet and exceed your clients’ investing 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

• Focus on intergenerational wealth transfer and next generation client engagement
• Digital asset advisory capability
• 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

Role Requirement

• Minimum 3 years of experience in Priority/Premier Banking
• Good knowledge of Compliance, AML topics, Cross Border regulations
• Good knowledge of financial products
• Strong entrepreneurial mindset
• Completed CACS paper 1 and 2
• Digitally savvy
• Possess strong relationship-building skills

About Us

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.