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
We are looking to onboard a manager with 10–15 years of experience within private banking and wealth management institutions. The objective is for them to join the Transformation Office as a Senior member and to drive strategic, operational, and digital transformation initiatives tailored to the specific culture, risk profile, and client-centric model EFG. MBA-qualified would be a plus, with strong execution capabilities and deep understanding of front-to-back private banking operations.
Main responsibilities
Enterprise & Strategic Transformation
- Drive bank-wide transformation initiatives aligned with the long-term strategy of EFG
- Translate strategic priorities (growth, efficiency, client experience) into concrete transformation roadmaps.
- Support Executive Committee members in strategy execution and transformation governance.
- Prepare decision material for senior management and Board-level discussions
Operating Model & Process Excellence
- Design and implement target operating models adapted to a relationship-driven private banking environment.
- Support optimization of front-to-back processes across:
- Client Relationship Management and Client Advisory
- Investment Services and Portfolio Management
- Operations and Middle Office
- Lead cost-efficiency and productivity initiatives while preserving service quality and client experience
Digital & Data Transformation
- Lead business-driven digital initiatives including:
- CRM and client lifecycle management
- Advisory and portfolio management tools
- Process automation (workflow digitization, RPA, AI use cases)
- Act as bridge between business, IT, and data teams to ensure adoption and value realization.
- Promote data-driven management through dashboards, KPIs, and management information.
Regulatory & Risk-Driven Change
- Manage transformation initiatives related to FINMA regulation, AML/KYC, suitability, cross-border rules.
- Ensure regulatory changes are embedded pragmatically into business processes.
- Work closely with Compliance, Risk, Legal, and Internal Audit.
Change Management & Stakeholder Engagement
- Act as an internal change leader and sparring partner for senior executives and department heads.
- Drive change management: communication, training, and adoption across the organization.
- Manage resistance to change in a traditional private banking culture.
Program & Delivery Management
- Own end-to-end delivery of transformation initiatives:
- Governance, milestones, KPIs, and benefits realization
- Budget and resource management
- Risk, dependency, and issue management
- Coordinate internal teams and selectively manage external consultants and vendors.
Skills and experience
- Pure Private Banking Expertise, with hands-on understanding of:
- Relationship-based private banking business model
- Investment products and services
- UHNW/HNW client expectations
- Strong sensitivity to confidentiality, risk culture, and reputational consideration
- Transformation & Execution
- Enterprise and functional transformation
- Operating model design
- Business case development and benefits tracking
- Program and portfolio management
- Digital & Analytical Skills
- Ability to translate technology into business value
- CRM platforms, Front office / Investment applications and private banking core systems
- Process automation and digitalisation / AI in banking
- Data analytics and performance management
- Leadership & Personal Skills
- Executive-level communication and presentation skills
- Strong influencing skills without formal authority
- Structured problem-solving and analytical rigor
- High discretion, resilience, and ownership mindset
- Strong cultural fit with Swiss private banking values
- Experience & Background
- Background / profile : Chief of Staff, Internal transformation, COO Office, or strategy roles within private banks and/or top-tier strategy/management consulting
- 10–15 years of professional experience
- Proven track record delivering in-house transformation initiatives
- Strong exposure to Swiss private banking market and regulatory environment
- International experience considered an asset
- Education
- MBA from a leading business school
- Master’s degree in Business, Finance, Economics, Engineering, or equivalent
- Languages
- Fluent English (mandatory)
- French and/or German (strongly preferred)
Our Values
- Accountability: Taking ownership for tasks and challenges, as well as seeking continuous improvement
- Hands-on: Being proactive to rapidly deliver high-quality results
- Passionate: Being committed and striving for excellence
- Solution-driven: Focusing on client outcomes and treating clients fairly with a risk-aware mindset
- Partnership-oriented: Promoting collaboration and teamwork. Working together with an entrepreneurial spirit.
