Client Relationship Officer

PICTET -
Zurigo, ZH

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Dettagli della posizione

Qualifiche

Francese
Spagnolo
Gestionale
Conoscenza lingue straniere
Inglese
Bachelor
Capacità di comunicazione

Descrizione completa della posizione

Your team

Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial services group offers a comprehensive range of services for wealthy individuals and families, including discretionary and advisory investment solutions, and family office services.

As a Client Relationship Officer, you will be responsible for all operational aspects of daily banking activities. Your role will be to deliver a world-class client experience.

Your role

Serving as the point of entry for all operational requests from bankers or clients.
Leading the end-to-end account-opening process, taking the local regulatory specificities that determine documentation requirements into consideration.
Ensuring a strict follow-up of documentation (including pendings, middle office andR&C lists) by contacting clients, in coordination with the banker in charge of the relationship.
Managing documentation flows (archiving and processing physical and electronic forms).
Leading KYC information-gathering where required, and updating supplementary records in the system when needed.
Processing workflow requests in the system (client codifications, credit card requests, credit lines, pricing exceptions, etc.) and ensuring relevant client documentation is entered into the system (memos, orders, etc.).
Coordinating closely with the zone’s Business Risk Manager to resolve any risk and compliance matters.
Leading and organising, within the team, the prioritisation and remediation of any Key Risk Indicators flagged.
Adhering to all existing policies and directives, and support the implementation of new ones where needed.
Processing payments and transfers, while ensuring callbacks are systematically performed, and providing support for other transactional activities where needed.
Fostering close ties with the relevant internal stakeholders (Voyages, Middle Office, R&C, etc.), learning about what they do and acting as their point of contact for the team.
Ensuring telephone call coverage within the team.
Supporting administrative tasks where required.

Your profile

Bachelor's degree or similar.
No less than 5 years’ experience in a similar role.
Fluent in English, Spanish and Portugues; French is an advantage.
Service orientated, with experience in dealing with private clients and supporting relationship managers.
Firm grasp of wealth managers’ client documentation duties and related internal processes.
Familiarity with regulatory dimensions (cross-border, R&C, PEP, CARA, FATCA, CRS etc.).
Attention to detail.
Able to work independently and diligently.
Reliable and resilient, with a strong sense of responsibility and an ability to multi-task.
Solution-oriented and proactive mindset.
Excellent communication and presentation skills, both written and oral.
Strong team spirit.

Note

We will not accept any CVs via agencies

Diversity & Inclusion

Pictet is an equal opportunity employer and is committed to creating a diverse environment. We respect all individuals and seek their inclusion in the workplace.

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Diversity & Inclusion

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