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Account Documentation Executive
2 weeks ago
This is a 9 months contract position with our Client Onboarding & Data Management team. and you will be reporting to the Head of Client Onboarding & Data Management.
**Key Roles & Responsibilities**
- Review and process client account updates relating to static data changes
- Review and process documentation relating to CRS/FATCA forms and alerts handling
- Review and process Account Closure and reporting
- Perform e-Banking related matter and reporting
- Facilitates the blocking and unblocking process accurately and timely
- Verify voice-log and perform video calls conducted on clients during static data changes
- Attend to queries from Marketing
- Other adhoc tasks
**Role Requirement**
We are looking for a motivated individual who has good interpersonal communication skills and is a team player.
- Have at least 3- 5 years of client static data and documentation experience.
- Experience in Private Banking is preferred
- Team player and able to work independently under tight deadline pressure
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.
