Senior Client Relationship Officer

Job content

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 service 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

• Be the point of entry for all operational requests from bankers or clients
• 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
• Manage documentation flows (archiving and processing physical and electronic forms)
• Lead KYC information gathering where required and update complementary documents in the systems when needed
• 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
• Lead and organize the prioritization and remediation of Key Risk Indicator within the team
• Adhere to all existing policies and directives and support the implementation of new ones where needed
• Process payments and transfers while ensuring call backs are systematically performed and support for other transactional activity where needed
• Build a close relationship and understanding of the relevant internal stakeholders (Voyages, Middle Office, R&C, etc.) and be their point of contact for the team
• Ensure telephone call coverage is in place in the team
• Support administrative tasks when required.
  
  

Your profile

• Bachelor’s degree or similar relevant qualification, with a minimum of five years’ experience in a similar function
• Fluent in French and English; other languages required by the markets covered would be a plus
• 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
• Excellent communication and presentation skills, both written and oral
• Strong team spirit and ability to work independently.
• The selected candidate must be resident in Switzerland.
  
  

ref: SCRO/AJ/ASLC

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.