Client Relationship Officer — Pictet Group
Role overview
Your team Pictet Wealth Management combina oltre 200 anni di patrimonio bancario svizzero con competenze di investimento globali. Il gruppo di servizi finanziari di proprietà dei partner offre una gamma completa di servizi per individui e famiglie facoltose, tra cui soluzioni di investimento discrezionali e consulenziali, e servizi di family office.
- 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 and R&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.
- 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.
Description
Your team Pictet Wealth Management combina oltre 200 anni di patrimonio bancario svizzero con competenze di investimento globali. Il gruppo di servizi finanziari di proprietà dei partner offre una gamma completa di servizi per individui e famiglie facoltose, tra cui soluzioni di investimento discrezionali e consulenziali, e servizi di family office.
- 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 and R&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.
- 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.
