13 EFG SPECIAL REPORT scapes. This comprehensive approach has enabled me to deliver exceptional client service and to grow within my role. MM EFG has provided me with opportunities to take on responsibilities and to make a meaningful contribution to high-impact projects, supported by mentoring from senior leaders. This close-knit, collaborative environment has empowered me to refine my skills, show initiative and grow both professionally and personally, in line with EFG’s commitment to nurturing talent. MCG EFG is highly committed to investing in its people. The firm provides continuous learning opportunities, including tailored courses, training and collaborative frameworks. In 2024, I participated in the EFG Upskill Yourself program in partnership with the University of Miami, which helped me develop competences that are essential for my career. The mentorship culture and access to senior executives at EFG have been invaluable in building my confidence and expertise, allowing me to excel in my role. How does EFG’s approach to client relationship management differ from traditional methods, and what advantages does this bring? FM EFG focuses on a holistic and personalized approach, supporting clients through every stage of their financial journey. By combining local market insights with global expertise, we can deliver timely tailored advice that builds stronger relationships and fosters trust. This approach ensures higher levels of client satisfaction and loyalty. MM EFG’s proactive and client-focused strategies go beyond traditional reactive methods. By understanding each client’s unique needs and goals, we can offer customized solutions that deepen connections and foster long-term trust. This personalized approach strengthens client satisfaction and makes us a trusted partner who can help clients achieve financial success. MCG EFG’s entrepreneurial mindset and open-architecture approach allow us to provide impartial advice and innovative solutions that are tailored to individual client needs. Our global perspective and emphasis on long-term partnerships set us apart, ensuring that our clients feel supported and empowered to achieve their financial goals. ✖
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