Client Relationship Officer (Fixed-term contract - 6 months)

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.

You will deliver a world-class client experience by ensuring front operational excellence, the CRO will be responsible for all operational dimensions of daily banking activities. 

Your role

•    Receiving and placing client orders in the system
•    Leading the end-to-end account opening process, taking into consideration specific local regulations that drive documentation requirements
•    Ensuring a strict follow-up on documentation (pending items, middle office, R&C lists) by contacting clients as agreed with the banker in charge of the relationship
•    Supporting the banker in gathering information for KYC updates and providing support in the account opening process 
•    Being responsible for cash management for Advisory and ExO accounts
•    Processing workflow requests in the systems (client codifications, credit card requests, credit lines, pricing exceptions, etc.) and ensuring relevant client documentation is captured in the systems (memos, orders, etc.)
•    Maintaining close coordination with the zone’s Business Risk Manager to resolve any risk and compliance matters 
•    Processing payments and transfers while ensuring callbacks are systematically performed and supporting other transactional activity where needed 

Your profile

•    Minimum of 5 years of experience in a similar function
•    Service-oriented, with experience and understanding of dealings with private clients and supporting relationship managers
•    Understanding of 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
•    Ability 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.