<div class="show-more-less-html__markup show-more-less-html__markup--clamp-after-5 relative overflow-hidden"> <strong>Our Company<br/><br/></strong><strong> JOB DESCRIPTION <br/><br/></strong>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.<br/><br/>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.<br/><br/><strong>Our Purpose and Mission<br/><br/></strong>Empowering entrepreneurial minds to create value – today and for the future.<br/><br/>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.<br/><br/><strong>Job Description<br/><br/></strong>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.<br/><br/><strong>Main Responsibilities<br/><br/></strong><em>Enterprise &amp; Strategic Transformation<br/><br/></em><ul><li>Drive bank-wide transformation initiatives aligned with the long-term strategy of EFG</li><li>Translate strategic priorities (growth, efficiency, client experience) into concrete transformation roadmaps.</li><li>Support Executive Committee members in strategy execution and transformation governance.</li><li>Prepare decision material for senior management and Board-level discussions<br/><br/></li></ul><em>Operating Model &amp; Process Excellence<br/><br/></em><ul><li>Design and implement target operating models adapted to a relationship-driven private banking environment.</li><li>Support optimization of front-to-back processes across:</li><ul><li> Client Relationship Management and Client Advisory</li><li> Investment Services and Portfolio Management</li><li> Operations and Middle Office</li></ul><li>Lead cost-efficiency and productivity initiatives while preserving service quality and client experience<br/></li></ul><em>Digital &amp; Data Transformation<br/><br/></em><ul><li>Lead business-driven digital initiatives including:</li><ul><li> CRM and client lifecycle management</li><li> Advisory and portfolio management tools</li><li> Process automation (workflow digitization, RPA, AI use cases)</li></ul><li>Act as bridge between business, IT, and data teams to ensure adoption and value realization.</li><li>Promote data-driven management through dashboards, KPIs, and management information.<br/></li></ul><em>Regulatory &amp; Risk-Driven Change<br/><br/></em><ul><li>Manage transformation initiatives related to FINMA regulation, AML/KYC, suitability, cross-border rules.</li><li>Ensure regulatory changes are embedded pragmatically into business processes.</li><li>Work closely with Compliance, Risk, Legal, and Internal Audit.<br/><br/></li></ul><em>Change Management &amp; Stakeholder Engagement<br/><br/></em><ul><li>Act as an internal change leader and sparring partner for senior executives and department heads.</li><li>Drive change management: communication, training, and adoption across the organization.</li><li>Manage resistance to change in a traditional private banking culture.<br/><br/></li></ul><em>Program &amp; Delivery Management<br/><br/></em><ul><li>Own end-to-end delivery of transformation initiatives:</li><ul><li> Governance, milestones, KPIs, and benefits realization</li><li> Budget and resource management</li><li> Risk, dependency, and issue management</li></ul><li>Coordinate internal teams and selectively manage external consultants and vendors.<br/></li></ul><strong>Skills And Experience<br/><br/></strong><ul><li>Pure Private Banking Expertise, with hands-on understanding of:</li><ul><li>Relationship-based private banking business model</li><li>Investment products and services</li><li>UHNW/HNW client expectations</li><li>Strong sensitivity to confidentiality, risk culture, and reputational consideration </li></ul><li>Transformation &amp; Execution</li><ul><li>Enterprise and functional transformation</li><li>Operating model design</li><li>Business case development and benefits tracking</li><li>Program and portfolio management<br/><br/></li></ul></ul><ul><li>Digital &amp; Analytical Skills</li><ul><li>Ability to translate technology into business value</li><li>CRM platforms, Front office / Investment applications and private banking core systems</li><li>Process automation and digitalisation / AI in banking</li><li>Data analytics and performance management<br/><br/></li></ul></ul><ul><li>Leadership &amp; Personal Skills</li><ul><li>Executive-level communication and presentation skills</li><li>Strong influencing skills without formal authority</li><li>Structured problem-solving and analytical rigor</li><li>High discretion, resilience, and ownership mindset</li><li>Strong cultural fit with Swiss private banking values<br/><br/></li></ul></ul><ul><li>Experience &amp; Background</li><ul><li>Background / profile : Chief of Staff, Internal transformation, COO Office, or strategy roles within private banks and/or top-tier strategy/management consulting</li><li>10–15 years of professional experience</li><li>Proven track record delivering in-house transformation initiatives</li><li>Strong exposure to Swiss private banking market and regulatory environment</li><li>International experience considered an asset<br/><br/></li></ul></ul><ul><li>Education</li><ul><li>MBA from a leading business school</li><li>Master’s degree in Business, Finance, Economics, Engineering, or equivalent<br/><br/></li></ul></ul><ul><li>Languages</li><ul><li>Fluent English (mandatory)</li><li>French and/or German (strongly preferred)<br/></li></ul></ul><strong>Our Values<br/><br/></strong><ul><li>Accountability: Taking ownership for tasks and challenges, as well as seeking continuous improvement</li><li>Hands-on: Being proactive to rapidly deliver high-quality results</li><li>Passionate: Being committed and striving for excellence</li><li>Solution-driven: Focusing on client outcomes and treating clients fairly with a risk-aware mindset</li><li>Partnership-oriented: Promoting collaboration and teamwork. Working together with an entrepreneurial spirit.</li></ul> </div>