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.
Your role
Lead the end-to-end account opening process taking into consideration the local regulatory specificities that drive the documentation requirements
Support the banker in gathering information for KYC updates and support in account opening process
Be able to take orders and place orders in the system from clients
Ensure a strict follow up of documentation by contacting clients in coordination with banker in lead of the relation
Responsible for cash management for Advisory and Execution only accounts
Process workflow requests in the systems (client codifications, credit card requests, credit lines, pricing exceptions) and ensure relevant client documentation is captured in the systems (memos, orders)
Close coordination with the zone’s Business Risk Manager to resolve any risk & compliance matters
Process payments and transfers while ensuring call backs are systematically performed and support for other transactional activity where needed
Your profile
Service orientated, with experience and understanding of dealing with private clients and supporting relationship managers
Understand client documentation and internal processes of a wealth manager
Familiarity with regulatory dimensions (cross-border, R&C, PEP, FATCA, CRS)
Attention to detail, Able to work independently and diligently
Reliable and resilient, with a strong sense of responsibility
Solutions-oriented and proactive mindset
Fluent in English
Excellent communication and presentation skills, both written and oral
Strong sense of ethics, aligned with Pictet’s values and partnership culture
Strong team spirit
Must be resident in Switzerland with a valid work permit.
Note We will not accept any CVs via agencies. Ref: "CRO/CC/ASLC".
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
Your role
Lead the end-to-end account opening process taking into consideration the local regulatory specificities that drive the documentation requirements
Support the banker in gathering information for KYC updates and support in account opening process
Be able to take orders and place orders in the system from clients
Ensure a strict follow up of documentation by contacting clients in coordination with banker in lead of the relation
Responsible for cash management for Advisory and Execution only accounts
Process workflow requests in the systems (client codifications, credit card requests, credit lines, pricing exceptions) and ensure relevant client documentation is captured in the systems (memos, orders)
Close coordination with the zone’s Business Risk Manager to resolve any risk & compliance matters
Process payments and transfers while ensuring call backs are systematically performed and support for other transactional activity where needed
Your profile
Service orientated, with experience and understanding of dealing with private clients and supporting relationship managers
Understand client documentation and internal processes of a wealth manager
Familiarity with regulatory dimensions (cross-border, R&C, PEP, FATCA, CRS)
Attention to detail, Able to work independently and diligently
Reliable and resilient, with a strong sense of responsibility
Solutions-oriented and proactive mindset
Fluent in English
Excellent communication and presentation skills, both written and oral
Strong sense of ethics, aligned with Pictet’s values and partnership culture
Strong team spirit
Must be resident in Switzerland with a valid work permit.
Note We will not accept any CVs via agencies. Ref: "CRO/CC/ASLC".
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 - Greek team Arbeitgeber: Pictet Group
Pictet Wealth Management ist ein hervorragender Arbeitgeber, der seinen Mitarbeitern in Frankfurt am Main eine verantwortungsvolle und abwechslungsreiche Tätigkeit in einer angesehenen Privatbank bietet. Mit attraktiven Vergütungen, umfassenden Sozialleistungen und vielfältigen Möglichkeiten zur beruflichen Weiterentwicklung fördert das Unternehmen eine motivierende Arbeitskultur, die auf Teamarbeit und individuellem Wachstum basiert. Zudem legt Pictet großen Wert auf Diversität und Inklusion, was das Arbeitsumfeld noch bereichernder macht.
