Client Relationship Officer

6 days ago

Singapore EFG International Full time

**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.

  • Client Relationship Officer

    58 minutes ago

    Singapore LMA Full time

    LMA SingaporePosted 4 hours ago Permanent S$60k - S$74k **Client Relationship Officer** This role will be tasked with roles and responsibilities of managing and closing the accounts and will be in direct contact with the clients in order to guide and assist clients with the account closure process, and ensure a smooth and seamless client experience in...

  • Client Relationship Officer

    2 weeks ago

    Singapore EFG International Full time $90,000 - $120,000 per year

    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...

  • Client Relationship Officer

    2 weeks ago

    Singapore Pursuit Careers Pte Ltd Full time

    **Client Relationship Officer** **(No experience required)** Salary as high as $5000 Permanent 5 Days Work-week Mon-Fri Multiple Locations **Job Details**: - Prospect and promote the company's products and our services to new and existing customers - Attend to customers and ensure service delivery standards are met in achieving total customer...

  • Client Relationship Officer, Singapore

    6 days ago

    Singapore Christie's Full time

    The Role The primary function of the Client Relationship Officer is to cultivate, build and provide seamless day-to-day support and service to clients and Management to create further opportunities for business with Christie’s. Specific duties & responsibilities will include but are not limited to Business Development - Work directly with the clients...

  • Client Relationship

    2 weeks ago

    Singapore Flintex Consulting Pte Ltd Full time $90,000 - $120,000 per year

    We are a family office for a local ship bunker in Singapore. We also have an investment arm that allows High Nett Worth individuals and institutions to investment into our Real Estate, Shipping and Private credit funds. Role Description This is a full-time on-site role for an Investment Client Relationship located in Singapore. The Investment Client...

  • Client Relationship

    1 week ago

    Singapore FLINTEX CONSULTING PTE. LTD. Full time

    We are a family office for a local ship bunker in Singapore. We also have an investment arm that allows High Nett Worth individuals and institutions to investment into our Real Estate, Shipping and Private credit funds. Role Description This is a full-time on-site role for an Investment Client Relationship located in Singapore. The Investment Client...

  • Client Relationship Officer

    2 weeks ago

    Singapore Leonteq AG Full time

    WHO WE ARE Leonteq is a Swiss fintech company with a leading marketplace for structured investment solutions. Based on proprietary modern technology, the company offers derivative investment products and services and predominantly covers the capital protection, yield enhancement and participation product classes. Leonteq acts as both a direct issuer of its...

  • Client Relationship

    3 weeks ago

    Singapore FLINTEX CONSULTING PTE. LTD. Full time

    Roles & ResponsibilitiesWe are a family office for a local ship bunker in Singapore. We also have an investment arm that allows High Nett Worth individuals and institutions to investment into our Real Estate, Shipping and Private credit funds. Role Description This is a full-time on-site role for an Investment Client Relationship located in Singapore. The...

  • Client Relationship Manager

    1 week ago

    Singapore beBeeRelationship Full time $40,000 - $80,000

    Job Description:A Client Relationship Manager plays a pivotal role in fostering strong relationships with clients, driving business growth through exceptional customer service and strategic partnerships. Their primary focus is on maintaining open lines of communication, understanding client needs, and delivering tailored solutions to meet their...

  • Client Relationship Officer

    2 weeks ago

    Singapore PICTET Full time

    **Your role**: **Responsibilities** - Assist RMs in all aspects of client service and administrative support. - Respond to all client queries and capable of resolving most issues and requests. - Take and execute client orders, including but not limited to money market, securities and FX transactions. - Monitor daily cash management activities. - Prepare and...