Client Relationship Officer

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.
The CRO delivers a world-class client experience by ensuring front operational excellence and he is responsible for all operational dimensions of daily banking activities.
 

Your role

•    The CRO will be supporting the Greek desk
•    Be able to take orders and place orders in the system from clients
•    Lead the end-to-end account opening process taking into consideration the local regulatory specificities that drive the documentation requirements
•    Ensure a strict follow up of documentation (pendings, middle office, R&C lists) by contacting clients in coordination with banker in lead of the relation
•    Support the banker in gathering information for KYC updates and support in account opening process 
•    Responsible for cash management for Advisory and ExO accounts
•    Process workflow requests in the systems (client codifications, credit card requests, credit lines, pricing exceptions, etc.) and ensure relevant client documentation is captured in the systems (memos, orders, etc.)
•    Close coordination with the zone’s Business Risk Manager to resolve any risk & compliance matters 
•    Process payments and transfers while ensuring call backs are systematically performed and support for other transactional activity where needed 

Your profile

•    Minimum 5 years of experience in a similar function
•    Service orientated, with experience and understanding of dealing with private clients and supporting relationship managers
•    Understand client documentation and internal processes of a wealth manager 
•    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
•    Solutions-oriented and proactive mindset
•    Fluent in English and French
•    Excellent communication and presentation skills, both written and oral 
•    Strong sense of ethics, aligned with Pictet’s values and partnership culture
•    Strong team spirit
•    Must be resident in Switzerland with a valid work permit.

Note

We will not accept any CVs via agencies

Ref.:CRO/CC/ASLC

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.