Client Services Officer - Private Banking - Greek Speaker

EFG; City of London; On-site; GBP 40,000 - 65,000; Full time

Job summary

A global private banking group is seeking a Client Services Officer fluent in Greek for a mid-senior level position. Responsibilities include assisting Client Relationship Officers, managing stakeholder relationships, and promoting banking products. The ideal candidate has 3–5 years of experience in private banking, with a strong understanding of financial products and regulations. A competitive benefits package is offered.

Benefits

Non-contributory pension contribution

Enhanced annual leave

Private Medical Cover

Cash back membership

Life Insurance

Income protection

Electric Vehicle leasing

Travel loans

Wellness Apps

Mortgage Brokering services

Insurance discounts

Discount portals

Qualifications

• 3–5 years of experience in a similar role.
• Strong understanding of private banking processes and regulations.
• Proficiency in IT systems.

Responsibilities

• Assist with banking and client-related administration.
• Interact with clients and follow up on issues.
• Manage relationships with internal stakeholders.
• Promote banking and investment products.

Skills

Experience in private banking or financial services

Understanding of financial products and regulatory requirements

Proficiency in IT systems

Greek language

Education

IAD Level 4

Job description

Client Services Officer – Private Banking – Greek Speaker

EFG International is a global private banking group offering private banking and asset management services. We serve clients in over 40 locations worldwide and strive to be an employer of choice.

EFG is committed to providing an equitable and inclusive working environment founded on the principle of mutual respect.

Key Responsibilities

• Assist Client Relationship Officers (CROs) with banking and client‑related administration such as transfers, payments, foreign exchange, monitoring and fixing of bank deposits, and processing of purchases and securities sales.
• Interact with clients, follow up on pending issues and, if necessary, escalates to the CRO.
• Manage internal stakeholder relationships with Operations, Compliance and offshore entities to complete annual reviews and onboarding documents.
• Where authorised, promote, recommend and arrange banking and investment products and services.
• Prepare documental support on behalf of the CRO to ensure timely completion of periodic reviews and onboarding submissions.
• Complete and process credit applications and reviews, managing new loans from approval through to drawdown.
• Perform research work upon the CRO’s request.
• Act as contact person for the team with other bank departments for troubleshooting and requests.
• Comply with the Code of Conduct and all internal regulations (Cross Border, AML, Clear Desk Policy, Absence Management).

Skills & Experience

• 3–5 years of demonstrable experience in a similar role within private banking or financial services.
• Strong understanding of private banking processes, financial products and regulatory requirements (KYC, AML, FATCA, CRS).
• Proficient in standard IT systems; quick learner of new software.
• IAD Level 4 required.
• Greek language mandatory.

Personal Attributes

• Service‑oriented and client‑focused mindset.
• Strong team player with a collaborative spirit.
• High level of confidentiality and discretion.
• Proactive and self‑motivated.
• Detail‑oriented, accurate and reliable.
• Open‑minded and eager to learn new skills.

Benefits

• A highly competitive non‑contributory pension contribution (option to contribute further via salary sacrifice).
• Enhanced annual leave entitlement.
• Private Medical Cover.
• Cash back membership.
• Life Insurance.
• Income protection.
• Electric Vehicle leasing.
• Travel loans.
• Other benefits such as Wellness Apps, Mortgage Brokering services, Insurance discounts, discount portals, etc.

Seniority Level

Mid‑Senior level

Employment Type

Full‑time

Job Function

Finance and Sales

Industries

Banking