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Client Relationship Officer Private Banking

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Offered by:

EFG Bank AG

Finance / Accounting
Canton Geneva

Main responsibilities

  • Serve Turkish clients within the Group risk management framework and guidelines acting in fully compliance with legal requirements and with external regulations, ensuring them a professional service;
  • Advice to Turkish clients through a structured process oriented to their life cycle;
  • Client portfolios management and monitoring;
  • Quality check on clients’ operations;
  • Participation in initiatives dedicated to promote Bank image in the targeted Turkish markets;
  • Increase the level of client’s profitability by offering the right products and services;
  • Perform KYC/AML due diligence on Turkish clients;
  • Comply with the Code of Conduct and all internal regulations (e.g. Cross Border, AML, Clear & Clean Desk Policy,…);
  • Ensure in the area of responsibility compliance of all activities with the principles defined in the Risk Management Framework and the Risk Appetite Framework;
  • Ensure to fulfill roles and responsibilities (if relevant) defined in the Internal Control Policy regarding First, Second and Third Line of Defense.

Skills and experience

  • Minimum 10 years of experience as Private Banker focused on Turkish clientele/market;
  • Currently responsible for a book of UHNWI private & institutional Turkish clients. Minimum book volume: CHF 200M;
  • od kledge of Compliance, AML topics, Cross Border regulations, especially for Turkish clients;
  • od kledge of financial products;
  • Strong entrepreneurial mindset;
  • Fluent Turkish and English as a must;
  • Extensive network in Turkey and deep kledge of Turkish culture.

Department
Private Banking

Contract 
Permanent, 100%

Location 
Geneva - Switzerland

HR contact 
[email protected]