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- Aufgaben: Manage client accounts and ensure smooth documentation 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: Build strong client relationships while working in a supportive and diverse team culture.
- Gewünschte Qualifikationen: Bachelor's degree or in progress, plus two years of relevant experience required.
- Andere Informationen: Fluency in German and English is essential; additional languages are a bonus.
Das voraussichtliche Gehalt liegt zwischen 43200 - 72000 € pro Jahr.
Your team
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.
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. #J-18808-Ljbffr
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 mentioned in the job description, such as KYC and FATCA. Understanding these regulations will not only help you in the interview but also demonstrate your commitment to compliance.
✨Tip Number 2
Network with professionals in the wealth management sector, especially those who have experience in client relationship roles. Engaging with them can provide you with valuable insights and potentially lead to referrals.
✨Tip Number 3
Highlight your language skills during conversations or networking events. Being fluent in German and English is crucial, and any additional languages can set you apart from other candidates.
✨Tip Number 4
Prepare for situational questions that assess your ability to build strong client relationships. Think of examples from your past experiences where you successfully managed client expectations or resolved issues.
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 qualifications, 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 wealth management. Emphasize your familiarity with regulatory dimensions and any specific skills that match the job requirements.
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.
Highlight Relevant Experience: In your application, be sure to highlight your previous experience in similar roles. Provide specific examples of how you have built strong client relationships and managed documentation processes effectively.
Wie du dich auf ein Vorstellungsgespräch bei Pictet Group vorbereitest
✨Understand the Role Thoroughly
Make sure you have a clear understanding of the responsibilities outlined in the job description. Familiarize yourself with the end-to-end account-opening process and the importance of KYC information, as these are crucial for the role.
✨Showcase Your Language Skills
Since fluency in German and English is required, be prepared to demonstrate your language proficiency during the interview. If you speak additional languages like French or Italian, mention them as they can be a significant advantage.
✨Highlight Your Experience with Regulatory Compliance
Discuss your familiarity with regulatory dimensions such as FATCA and CRS. Provide examples from your previous roles where you successfully navigated compliance issues, as this will show your capability in handling the complexities of wealth management.
✨Demonstrate Your Client Relationship Skills
Prepare to share specific examples of how you've built strong client relationships in the past. Emphasize your proactive mindset and solutions-oriented approach, as these traits are essential for serving as a trusted partner to clients.
