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- Aufgaben: Manage client accounts and ensure smooth operational processes.
- Arbeitgeber: Join Pictet Wealth Management, a leader in Swiss banking with over 200 years of expertise.
- Mitarbeitervorteile: Enjoy a dynamic work environment with opportunities for growth and development.
- Warum dieser Job: Be a key player in building client relationships and making impactful investment decisions.
- Gewünschte Qualifikationen: Bachelor's degree or equivalent; 2+ years in a similar role; fluent in German and English.
- Andere Informationen: Diversity and inclusion are core values at Pictet; we welcome all applicants.
Das voraussichtliche Gehalt liegt zwischen 60000 - 84000 € pro Jahr.
Career Opportunities: Client Relationship Officer (80-100%) (121694)
Requisition ID121694 -Posted –Switzerland –Zurich – Activity area (1) –Experienced Professionals
Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial service group offers a comprehensive service for wealthy individuals and families including discretionary and advisory investment solutions and family office services.
As a Client Relationship Officer in our Zurich office you will be working in the German Speaking Switzerland Team and you will be the point of entry for all operational requests from bankers or clients.
Your role
Your responsibilities include the following:
• Administer the end-to-end account-opening process, taking into consideration local regulatory specificities
• Secure strict follow-up of documentation (e.g.pending items, middle office and R&C lists)
• Assist documentation flows (e.g.archiving and processing physical and electronic forms)
• Procure KYC information and update complementary documents in the systems
• Build strong client relationships and serve as a trusted sparring partner
• Engage in investment proposals and execute their implementation
• Process workflow requests in the systems (client codifications, credit card requests, credit lines, pricing exceptions, etc.)
• Close coordination with the zone’s Business Risk Manager to resolve any risk and compliance matters
• Lead and organise the prioritisation and remediation of Key Risk Indicators in the team
• Adjust to all existing policies and directives and support the implementation of new ones, where needed
• Edit payments and transfers while ensuring call backs are systematically performed
• Build close relationships with relevant internal stakeholders
• Support assistance with administrative tasks when required
Your profile
• Bachelor\’s degree or equivalent qualification, or currently in the process of obtaining one
• Minimum of two years experience in a similar function
• Fluent in German and English; French, Italian or any other languages are a plus
• Understand client documentation and internal processes of a wealth manager
• Familiar with regulatory dimensions (cross-border, R&C, PEP, CARA, FATCA, CRS, etc.)
• Attention to detail
• Reliable and resilient, with a strong sense of responsibility and an ability to multi-task
• Solutions-oriented and proactive mindset
• Strong team spirit and ability to work independently
• Must be resident in Switzerland
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.
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Client Relationship Officer (80-100%) Arbeitgeber: Pictet Group
Kontaktperson:
Pictet Group HR Team
StudySmarter Bewerbungstipps 🤫
So bekommst du den Job: Client Relationship Officer (80-100%)
✨Tip Number 1
Make sure to familiarize yourself with the specific regulatory requirements in Switzerland, especially those related to KYC and compliance. This knowledge will not only help you in your role but also demonstrate your commitment to understanding the industry.
✨Tip Number 2
Network with professionals in the wealth management sector, particularly those who work in client relationship roles. Engaging with them can provide insights into the day-to-day responsibilities and expectations of the position.
✨Tip Number 3
Highlight your ability to build strong client relationships during any interactions. Prepare examples from your past experiences where you successfully managed client expectations or resolved issues effectively.
✨Tip Number 4
Stay updated on current trends in wealth management and investment solutions. Being knowledgeable about the latest market developments can set you apart as a proactive candidate who is genuinely interested in the field.
Diese Fähigkeiten machen dich zur top Bewerber*in für die Stelle: Client Relationship Officer (80-100%)
Tipps für deine Bewerbung 🫡
Understand the Role: Make sure to thoroughly read the job description for the Client Relationship Officer position. Highlight the key responsibilities and required skills, and think about how your experience aligns with these.
Tailor Your CV: Customize your CV to reflect your relevant experience in client relationship management and any specific knowledge of regulatory requirements. Use keywords from the job description to make your application stand out.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention your language skills and how they can benefit the team, as well as your proactive mindset and attention to detail.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism.
Wie du dich auf ein Vorstellungsgespräch bei Pictet Group vorbereitest
✨Understand the Role
Make sure you have a clear understanding of the responsibilities of a Client Relationship Officer. Familiarize yourself with the end-to-end account-opening process and the importance of KYC information, as these are crucial aspects of the job.
✨Showcase Your Language Skills
Since fluency in German and English is required, be prepared to demonstrate your language proficiency during the interview. You might be asked to switch between languages or discuss scenarios in both to showcase your communication skills.
✨Highlight Relevant Experience
Discuss your previous experience in similar roles, especially focusing on your familiarity with regulatory dimensions and client documentation. Use specific examples to illustrate how you've successfully managed operational requests or built strong client relationships.
✨Demonstrate a Solutions-Oriented Mindset
Prepare to discuss how you approach problem-solving and your ability to handle multiple tasks. Share examples of how you've proactively addressed challenges in past roles, emphasizing your attention to detail and reliability.
