Ricardo Lage

Client Service Officer

Ricardo Lage has extensive experience in client service and relationship management within the banking sector, currently serving as a Client Service Officer at EFG Bank since October 2020. Prior to this role, Ricardo was employed at Banco Santander for over 12 years, progressing through positions including Assistant Relationship Manager and Relationship Manager. Responsibilities included managing client transactions, administrative account issues, and training new team members, alongside preparing investment proposals and monitoring cash movements. Additional expertise encompasses corporate actions, tax reconciliation, and compliance reporting. Ricardo holds a Maturité Suisse degree from André-Chavannes, completed between 2004 and 2007.

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