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 service group offers a comprehensive service for wealthy individuals and families including discretionary and advisory investment solutions and family office services.

As a Client Relationship Officer in our Zurich office you will be working in the German Speaking Switzerland Team and you will be the point of entry for all operational requests from bankers or clients.

Your role

Your responsibilities include the following:

• Administer the end-to-end account-opening process, taking into consideration local regulatory specificities
• Secure strict follow-up of documentation (e.g. pending items, middle office and R&C lists)
• Assist documentation flows (e.g. archiving and processing physical and electronic forms)
• Procure KYC information and update complementary documents in the systems
• Process workflow requests in the systems (client codifications, credit card requests, credit lines, pricing exceptions, etc.)
• Close coordination with the zone’s Business Risk Manager to resolve risk and compliance matters
• Adjust to all existing policies and directives and support the implementation of new ones, where needed
• Edit payments and stock exchange orders while ensuring call backs are systematically performed
• Build close relationships with relevant internal stakeholders
• Support assistance with administrative tasks when required

Your profile

• Bachelor's degree or similar relevant qualification
• Minimum of 10 years experience in a similar function
• Fluent in English; German and French are a plus
• Understand client documentation and internal processes of a wealth manager
• Familiar with regulatory dimensions (cross-border, R&C, PEP, CARA, FATCA, CRS, etc.)
• Attention to detail
• Reliable and resilient, with a strong sense of responsibility and an ability to multi-task
• Solutions-oriented and proactive mindset
• Strong team spirit and ability to work independently
• Must be resident in Switzerland

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.