CSO - SEA at EFG CAPITAL INTERNATIONAL CORP

Singapore, Singapore, Singapore -

Full Time

Start Date

Immediate

Expiry Date

29 Jul, 26

Salary

0.0

Posted On

30 Apr, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Private banking, Client service, Account opening, Credit applications, Loan monitoring, Collateral management, Mandarin proficiency, Communication skills, Organizational skills, Regulatory compliance, Administrative support, Relationship management, Banking operations, Attention to detail

Industry

Banking

Description

We are seeking a dedicated and client-oriented Client Service Officer to join the SEA 1 team. The successful candidate will be responsible for providing high-quality support to our clients, ensuring their needs are met efficiently and professionally. This role requires strong communication skills, attention to detail, and the ability to build lasting client relationships. Key Responsibilities * Prepare and process account opening documentation and support end-to-end onboarding * Execute and confirm client banking instructions and resolve any issues promptly and effectively * Prepare and submit credit applications and assist with monitoring loan/collateral positions * Maintain accurate client records and support daily client enquires (account status, transfers, rates, payments, etc) * Assist with account maintenance, monitoring client positions and ensuring timely follow-ups * Liaise with internal departments to ensure seamless delivery of services * Support CROs with administrative tasks and client requests * Proactively identify opportunities to enhance the client experience * Participate in ad hoc tasks, projects and provide backup CSO support as required * Ensure compliance with all relevant regulations and internal procedures Skills Requirements * A good degree and understanding of the private banking industry. * 5-8 years of relevant experience as a Client Service Officer (CSO) or Assistant Relationship Manager (ARM) * Current RNF holder status and holder of CACS Paper 1 and 2. * As the role will be supporting CROs with some Chinese clients, language proficiency in Mandarin is required. * High attention to detail with excellent organisational and communication skills, * Ability to manage multiple priorities and work effectively under time constraints. * Ability to work independently and as a collaborative team player with a proactive and solutions-driven mindset * High level of integrity and professionalism 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.

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Responsibilities

The Client Service Officer will manage end-to-end client onboarding, process banking instructions, and prepare credit applications. They will also maintain accurate client records and provide administrative support to Relationship Managers while ensuring compliance with internal and regulatory standards.