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

As a Client Relationship Officer, you will be responsible for all operational aspects of daily banking activities. Your role will be to deliver a world-class client experience.

Your role

• Serving as the point of entry for all operational requests from bankers or clients. 


• Leading the end-to-end account-opening process, taking the local regulatory specificities that determine documentation requirements into consideration.


• Ensuring a strict follow-up of documentation (including pendings, middle office andR&C lists) by contacting clients, in coordination with the banker in charge of the relationship.


• Managing documentation flows (archiving and processing physical and electronic forms).


• Leading KYC information-gathering where required, and updating supplementary records in the system when needed.


• Processing workflow requests in the system (client codifications, credit card requests, credit lines, pricing exceptions, etc.) and ensuring relevant client documentation is entered into the system (memos, orders, etc.).


• Coordinating closely with the zone’s Business Risk Manager to resolve any risk and compliance matters. 


• Leading and organising, within the team, the prioritisation and remediation of any Key Risk Indicators flagged.


• Adhering to all existing policies and directives, and support the implementation of new ones where needed.


• Processing payments and transfers, while ensuring callbacks are systematically performed, and providing support for other transactional activities where needed. 


• Fostering close ties with the relevant internal stakeholders (Voyages, Middle Office, R&C, etc.), learning about what they do and acting as their point of contact for the team.


• Ensuring telephone call coverage within the team.


• Supporting administrative tasks where required.

Your profile

• Bachelor's degree or similar.


• No less than 5 years’ experience in a similar role.


• Fluent in English, Spanish and Portugues; French is an advantage.


• Service orientated, with experience in dealing with private clients and supporting relationship managers.


• Firm grasp of wealth managers’ client documentation duties and related internal processes. 


• 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.


• Solution-oriented and proactive mindset.


• Excellent communication and presentation skills, both written and oral. 


• Strong team spirit.

Note

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.