Pb Coo

**Private Banking Support Manager - Mayfair, London**

An excellent opportunity has arisen to join the Private Banking Support (“PBS”) Team at EFG in Mayfair, London.

The PBS Team plays a key role in ensuring operational effectiveness, AML compliance and consistency in Client Lifecycle Management processes across private banking activities in the UK.

Reporting directly to the Head of PBS, the vacancy represents a great opportunity for a driven and highly organised individual with strong analytical and critical thinking skills to join a team that is an important partner to the Private Bank function.

**Duties / Responsibilities**

The Private Banking Support Manager will;
- Review and assess client profiles under Client Lifecycle Management workflows (Account Opening, CIP Modification and Relationship Review) to ensure compliance with internal policies and regulatory requirements.
- Support Client Relationship Officers with the on-boarding and maintenance of client relationships, providing reliable guidance and expertise throughout relevant processes.
- Contribute to ongoing process improvements, ensuring efficiency and high quality client experience.Take responsibility for various ad hoc tasks and projects assigned by the Head of PBS, ensuring timely and effective completion.

**Required knowledge, skills and experience**:

- Strong knowledge of AML/KYC regulations, cross-border risks, and broader regulatory compliance frameworks.
- Risk-focused mindset with the ability to balance business needs and effective control execution.
- Excellent written and verbal communication skills, with the confidence to engage and influence stakeholders across multiple functions.
- Proven ability to work independently, manage competing priorities, and make sound decisions under pressure.
- Highly organised, self-motivated, and capable of managing multiple complex tasks and deadlines with limited supervision.
- Strong interpersonal skills and a collaborative approach to working with cross-functional teams in an international environment.
- Demonstrated problem-solving ability, with a logical mindset and a focus on identifying root causes and opportunities for process enhancement.
- Experience working in high-pressure environments, ideally within financial services.Proficiency in Microsoft Excel, PowerPoint, SharePoint, and Outlook, with solid experience in data analysis and process improvement.

**Required qualifications**:
Degree qualified or equivalent record of professional development.

**Required competencies**:

- Attention to detail.
- Self-motivated and able to work independently.
- A strong team player.
- Organised and able to work under pressure to ensure that deadlines are met.
- Excellent verbal and written communication skills.
- Complete discretion concerning clients and Bank activities.
- Logical and analytical.
- Persistence and resilience.Honesty and reliability.

**Our Benefits**

At EFG, we tailor our benefits based on the needs of our employees and have purposely created an extensive benefits package that looks to support/enhance employee wellbeing in as many as aspects of life as possible. Below is a high-level summary of the fantastic benefits that we offer to our employees at EFG;
- A highly competitive non-contributory pension contribution (with the option to contribute further via salary sacrifice)
- Enhanced annual leave entitlement
- Private Medical Cover
- Cash back membership
- Life Insurance
- Income protection

A wide range of other benefits and opportunities for employees to take advantage of, such as Wellness Apps, Mortgage Brokering services, Insurance discounts, access to discount portals and much more.