About this role
The role focuses on managing priority and premier client relationships to transition them into private banking, with a specific emphasis on intergenerational wealth transfer. Responsibilities include providing regulated investment advice, acquiring new assets, and leveraging digital asset advisory capabilities.
Candidates must have at least 3 years of experience in Priority/Premier Banking and have completed CACS papers 1 and 2. Strong knowledge of AML, compliance, and financial products, along with a digitally savvy entrepreneurial mindset, is required.
What they're looking for
Relationship ManagementInvestment AdvisoryDigital Asset AdvisoryWealth ManagementComplianceAMLCross Border RegulationsFinancial Product Knowledge
Frequently asked questions
What does a Next-Gen Client Relationship Officer (CRO) at EFG International do?
The role focuses on managing priority and premier client relationships to transition them into private banking, with a specific emphasis on intergenerational wealth transfer. Responsibilities include providing regulated investment advice, acquiring new assets, and leveraging digital asset advisory c…
What skills does this Next-Gen Client Relationship Officer (CRO) role need?
Key skills for this role include Relationship Management, Investment Advisory, Digital Asset Advisory, Wealth Management, Compliance, AML.
How much does a Next-Gen Client Relationship Officer (CRO) at EFG International pay?
The employer did not list a salary for this role. Most similar Singapore roles publish their band on the job page.
Is this Next-Gen Client Relationship Officer (CRO) role remote, hybrid, or on-site?
This role is on-site, based in Singapore.
How do I apply for this Next-Gen Client Relationship Officer (CRO) role?
You can apply directly on EFG International's careers page. ApplyLah can tailor your résumé and cover letter to this exact role in seconds first.