Our company

EFG International is a global private banking group, offering private banking and asset management services. We serve clients in over 40 locations worldwide. EFG International offers a stimulating and dynamic work environment and strives to be an employer of choice.

EFG is committed to providing an equitable and inclusive working environment that is founded on the principle of mutual respect. Joining our team means experiencing a supportive environment, where your contributions are valued and recognised. We strongly believe that the diversity of our teams gives us a competitive advantage by fostering better decision-making and greater innovation.

Our purpose and mission

Empowering entrepreneurial minds to create value - today and for the future.

We are a private bank, offering personalised solutions on a global scale to private and institutional clients. Our sustainable success is based on our talents and on how we partner with our clients and communities to create lasting value.

Job description

As a member of the Local Investment Advisory team, you will be responsible for the advice of investment solutions to clients and prospects, with the primary objective of partnering with Private Banking Client Relationship Officers (CRO) to offer appropriate investment solutions, both discretionary and advisory, and attracting/enhancing client relationships and profitability.

Main responsibilities

Responsibilities include but will not be limited to:

• Working directly with clients and partnering with Client Relationship Officers, being accountable for assessing investment needs based on risk profile, developing a comprehensive investment strategy, coordinating sales and execution against that strategy, and monitoring performance and appropriateness of the client's overall investment portfolio.
• Create tailor-made investment proposals across different markets with appropriate products and services, adjusting portfolios to client's risk appetite, needs and market conditions.
• Observe and analyse financial markets to monitor and develop client's investment strategies.
• Be proactive and in regular contact with clients and Client Relationship Officers to inform them of the markets and portfolio evolution as well as the bank's investment ideas and opportunities.
• Provide input and support for the development of new business initiatives and product enhancement.
• Promote discretionary mandates to increase penetration.
• Contribute to the increase of client share of wallet.
• Comply with all internal and external regulations and procedures.