Client Relationship Officer - Greek team

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.

Your role

•    Lead the end-to-end account opening process taking into consideration the local regulatory specificities that drive the documentation requirements
•    Support the banker in gathering information for KYC updates and support in account opening process
•    Be able to take orders and place orders in the system from clients
•    Ensure a strict follow up of documentation by contacting clients in coordination with banker in lead of the relation
•    Responsible for cash management for Advisory and Execution only accounts
•    Process workflow requests in the systems (client codifications, credit card requests, credit lines, pricing exceptions) and ensure relevant client documentation is captured in the systems (memos, orders)
•    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

•    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, FATCA, CRS)
•    Attention to detail, Able to work independently and diligently
•    Reliable and resilient, with a strong sense of responsibility
•    Solutions-oriented and proactive mindset
•    Fluent in English
•    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.