Client Relationship Officer

Your team

Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The partner-owned financial services group provides a comprehensive offering for wealthy individuals and families, including discretionary and advisory investment solutions and family office services.

A position is open for a Client Relationship Officer in the South & Andean team. You will be working in Geneva and be the point of entry for all operational requests from bankers or clients.

Your role

•    Be the point of entry for all operational requests from bankers or clients 
•    Be able to take orders and place orders in the system from clients
•    Lead the end-to-end account opening process taking into consideration the local regulatory specificities that drive the documentation requirements
•    Ensure a strict follow up of documentation (pendings, middle office, R&C lists) by contacting clients in coordination with banker in lead of the relation
•    Lead KYC information gathering where required and update complementary documents in the systems when needed
•    Process workflow requests in the systems and ensure relevant client documentation is captured in the systems 
•    Close coordination with the zone’s Business Risk Manager to resolve any risk & compliance matters 
•    Lead and organize the prioritization and remediation of Key Risk Indicator within the team
•    Adhere to  all existing policies and directives and support the implementation of new ones where needed
•    Process payments and transfers while ensuring call backs are systematically performed and support for other transactional activity where needed 
•    Build a close relationship and understanding of the relevant internal stakeholders (Voyages, Middle Office, R&C, etc.) and be their point of contact for the team
•    Ensure telephone call coverage is in place in the team support administrative tasks where required

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 
•    Having worked on a South & Andean desk and knowledge of clients is an advantage.
•    Familiarity with  regulatory  dimensions (cross-border, R&C, PEP, CARA, FATCA, CRS etc)
•    Bachelor’s degree or similar relevant qualification
•    Minimum 5 years of experience in a similar function
•    Fluent in English and Spanish
•    Attention to detail
•    Able to work independently and diligently 
•    Reliable and resilient, with a strong sense of responsibility and an ability to multi-task
•    Solutions-oriented and proactive mindset
•    Excellent communication and presentation skills, both written and oral 
•    Strong sense of ethics, aligned with Pictet’s values and partnership culture
•    Strong team spirit

Note

We will not accept any CVs via agencies

Ref."CRO/FT/EO"

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.