Client Relationship Officer - Latin America Market — Pictet Group

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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 and Spanish
• French and Portuguese 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 We will not accept any CVs via agencies Ref.:"FT/CRO/MB" 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. Apply Save Job Email to a contact Return to List
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