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.
Your role
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.
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 any risk and compliance matters
Lead and organise the prioritisation and remediation of Key Risk Indicators in the team
Adjust to all existing policies and directives and support the implementation of new ones, where needed
Edit payments and transfers 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 7-10 years experience in a similar function
Fluent in German and English; French, Italian or any other languages 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.
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