h3Career Opportunities: Client Relationship Officer ) /h3 pRequisition ID -Postedb19/10/2026 /b-bSwitzerland /b-bZurich /b- Activity area (1) -bExperienced Professionals /b /p pPictet 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. /p pAs abClient Relationship Officer in our Zurich office /b you will be working in the bGerman Speaking Switzerland Team /b and you will be the point of entry for all operational requests from bankers or clients. /p h3Your role /h3 pYour responsibilities include the following: /p ul liAdminister the end-to-end account-opening process, taking into consideration local regulatory specificities /li liSecure strict follow-up of documentation (e.g. pending items, middle office and RC lists) /li liAssist documentation flows (e.g. archiving and processing physical and electronic forms) /li liProcure KYC information and update complementary documents in the systems /li liProcess workflow requests in the systems (client codifications, credit card requests, credit lines, pricing exceptions, etc.) /li liClose coordination with the zone’s Business Risk Manager to resolverisk and compliance matters /li liAdjust to all existing policies and directives and support the implementation of new ones, where needed /li liEdit payments and stock exchange orders while ensuring call backs are systematically performed /li liBuild close relationships with relevant internal stakeholders /li liSupport assistance with administrative tasks when required /li /ul h3Your profile /h3 ul liMinimum of10 years experience in a similar function /li liFluent inEnglish; German andFrench are a plus /li liUnderstand client documentation and internal processes of a wealth manager /li liFamiliar with regulatory dimensions (cross-border, RC, PEP, CARA, FATCA, CRS, etc.) /li liReliable and resilient, with a strong sense of responsibility and an ability to multi-task /li liSolutions-oriented and proactive mindset /li liStrong team spirit and ability to work independently /li liMust be resident in Switzerland /li /ul h3Diversity Inclusion /h3 pbPictet is an equal opportunity employer and is committed to creating a diverse environment. We respect all individuals and seek their inclusion in the workplace. /b /p #J-18808-Ljbffr
Client Relationship Officer Arbeitgeber: Pictet
Pictet Asset Management ist ein hervorragender Arbeitgeber, der eine Kultur fördert, die unabhängiges Denken und Investitionsexzellenz schätzt. In Frankfurt bieten wir nicht nur ein dynamisches Arbeitsumfeld, sondern auch zahlreiche Möglichkeiten zur beruflichen Weiterentwicklung und ein starkes Engagement für Vielfalt und Inklusion. Unsere Mitarbeiter profitieren von einer engen Zusammenarbeit mit internationalen Teams und der Möglichkeit, innovative Marketingstrategien für den deutschen Markt zu entwickeln und umzusetzen.
