Career Opportunity 

Are you ready to join our #EntrepreneurialThinking #PrivateBanking ever-growing team that continuously transforms talented employees into the finest wealth management professionals and efficient business leaders - empowering entrepreneurial minds to create value today and for the future? Then EFG is the place for you!

Who We Are

We are a leading Swiss private banking group with global reach and presence, shaping one of the most attractive growth markets in financial services. At EFG, we have created a new banking experience and an entrepreneurial business model centered around our clients and the independent and customized advice our Client Relationship Officers (CROs) offer them.

We are passionate about delivering expert advice to our clients, managing their assets, financial and family affairs, and creating solutions that enable them to reach their financial ambitions in highly competitive markets. 

With over 25 years in business, today -as when we started- EFG is driven by one imperative goal: to create the best possible solutions for our clients. But success can only be built on serving our clients to the best of our ability, and it is this undertaking that motivates us all. At EFG, we believe that the human touch and talent make all the difference! 

We are looking for passionate, impact players to join our success story while taking our company to new heights. Come join us and become immersed in our best-in-class, team-oriented type of culture -where every employee has the opportunity to learn, grow and thrive. This is our inspiration!

Who You Are

You are a motivated exceptional financial services professional who is passionate about supporting key initiatives in a fast-paced environment. You excel at handling a rapid flow of requests and always thrive to provide utmost excellent level of support. You are a hardworking, dedicated, and positive individual who continuously aims to make outstanding contributions and effect a difference from day 1.

What You’ll Do

• Actively participates in the On-Boarding of new clients by opening and processing all types of accounts, products and/or services
• Effectively handling and evaluating risk when reviewing client account money movement requests including but not limited to check requests, check deposits, and domestic and international currency wires.
• Works closely with our Custodians to effect payments and responds to complex wire inquiries, wire investigation case, incoming wires, wires pending Risk and OFAC review, and wire cancellations. 
• Responding to questions on a wide array of technical and operational subjects.
• Actively listening, assessing client needs, researching information, and providing clients with innovative solutions.
• Problem solving and conducting research/special requests through the use of email, telephone, and our internal inquiry system.
• Working collaboratively and efficiently with others in a fast-paced environment
• Accountable for the entire review process and following established policies, procedures and regulatory requirements. 
• Account maintenance and record keeping on all relevant platforms for each custodian
• Support other Operations functions by setting up and providing online access to clients’ accounts, ordering credit cards and checks for private banking clients.
• Responsible for the onboarding, account communication, distribution, and payment process for American Express which includes Travel Notifications, Fraud verification and troubleshooting card inquiries 
• Participates and supports overall customer service goals and is required to communicate with other departments or managers to resolve customer issues. 
• Money Market fund purchases and redemptions 
• Customer refund requests 
• Printing and Mailing of Term sheets, Prospectus, and broker statements 
• Other duties and projects as assigned or requested by supervisor.
• Monitor client items for attention on brokerage platform
• Perform EFG Asset Management tasks for onboarding & maintenance

EFG Competencies

• Be Entrepreneurial: Decision Making, Taking Ownership, Strategic Thinking
• Be Future-Oriented: Digital Mindset & Skills, Creativity & Innovation, Critical Thinking
• Have a Growth Mindset: Personal Development, Being Proactive & Curious, Being a Coach
• Communicate with Impact: Giving & Receiving Feedback, Conflict Management, Impactful Communication
• Build Relationships (Championing Diversity): Teamwork, Networking, Inspire Team Management
• Drive Sustainable Performance: SMART Goal Setting, Time Management, Leadership
• Be Client-Centric: Client Excellence – Anticipating clients’ needs, Negotiation Skills
• Have a Sound Risk Management: Analysis & Complex Problem-Solving, Integrity & Rule Compliance 

What You’ll Need

• FINRA Series 99 preferred
• Associate degree required, Bachelor’s degree preferred
• Minimum five years of previous work experience in an Operation function
• Bilingual (English & Spanish)
• Solid knowledge of Microsoft products.
• Ability to work in a team environment.
• Detail Oriented and ability to multitask to meet deadlines.

Life at EFG

At EFG, our sustainable success is based on our talents and how we partner with our clients and communities to create lasting value. Staying true to that mission, we fully live by our corporate values: being Accountable, Hands-on, Passionate, Solution-driven, and Partnership-oriented, these values represent the essence of our brand and encapsulate the DNA of our organization. In other words: They say who we are, what we do and how we do it.

We have a constant healthy respect for our EFG culture and community. We believe that all employees should have the opportunity to lead and appreciate that good ideas can come from anyone. From the top down, our leaders are actively involved in strategic oversight, running the business, and in the well-being and growth of all employees. We consider our people our number one asset and as such, we unceasingly aim for our employees to realize their full potential by continuously assessing and offering new personal and professional development opportunities. 

Why You Should Join EFG

We have historically regarded the well-being of our employees at heart and on top of mind. In that vein, we continue to strive to offer benefits and programs that support the interests of our teams while continue to foster the culture that makes us an Employer of choice. Some of the benefits you can expect when you join EFG include:

• Medical/Rx/Dental coverage for employees and their eligible family members – EFG pays most of the premium on these lines of coverage 

• Short Term & Long Term Disability, as well as Group Term Life insurance of twice of annual salary up to a maximum of 500K – fully covered by EFG; no expense to the employee 

• Competitive first-level PTO and other time-off policies

• Company 401(k) plan with employer match of 75% of up to 6% of eligible compensation 

• Supplemental optional benefits such as Vision, Critical Illness, Accident Insurance, Voluntary Life, and Hospital Indemnity 

• Flexible Spending Accounts

• Company-sponsored training and professional development opportunities

• Employee Spotlight recognition 

If you’re ready for a career where you can exercise your passions while being surrounded by the finest wealth managers of their generation, who are relentlessly committed to service, and have a team-player mindset, apply today!