Client Relationship Officer

Rejoignez Banque Pictet & Cie SA en tant que Client Relationship Officer a Zurich.

Pictet Wealth Management, riche de 200 ans d'héritage, est a la recherche de un Client Relationship Officer. Joignez-vous à une équipe dynamique offrant des solutions d'investissement personnalisées.
Tâches
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Gérer les demandes opérationnelles des clients et banquiers.
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Diriger le processus d'ouverture de compte, en respectant la réglementation.
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Assurer le suivi des documents et coordonner avec les clients.
Compétences
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Diplôme de bachelor et 5 ans d'expérience dans un rôle similaire.
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Maîtrise de l'anglais, espagnol et portugais; français un atout.
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Excellentes compétences en communication et esprit d'équipe.
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.
As a Client Relationship Officer, you will be responsible for all operational aspects of daily banking activities. Your role will be to deliver a world-class client experience.
Your role
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Serving as the point of entry for all operational requests from bankers or clients.
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Leading the end-to-end account-opening process, taking the local regulatory specificities that determine documentation requirements into consideration.
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Ensuring a strict follow-up of documentation (including pendings, middle office andR&C lists) by contacting clients, in coordination with the banker in charge of the relationship.
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Managing documentation flows (archiving and processing physical and electronic forms).
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Leading KYC information-gathering where required, and updating supplementary records in the system when needed.
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Processing workflow requests in the system (client codifications, credit card requests, credit lines, pricing exceptions, etc.) and ensuring relevant client documentation is entered into the system (memos, orders, etc.).
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Coordinating closely with the zone’s Business Risk Manager to resolve any risk and compliance matters.
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Leading and organising, within the team, the prioritisation and remediation of any Key Risk Indicators flagged.
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Adhering to all existing policies and directives, and support the implementation of new ones where needed.
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Processing payments and transfers, while ensuring callbacks are systematically performed, and providing support for other transactional activities where needed.
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Fostering close ties with the relevant internal stakeholders (Voyages, Middle Office, R&C, etc.), learning about what they do and acting as their point of contact for the team.
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Ensuring telephone call coverage within the team.
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Supporting administrative tasks where required.
Your profile
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Bachelor's degree or similar.
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No less than 5 years’ experience in a similar role.
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Fluent in English, Spanish and Portugues; French is an advantage.
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Service orientated, with expertise in dealing with private clients and supporting relationship managers.
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Firm grasp of wealth managers’ client documentation duties and related internal processes.
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Familiarity with regulatory dimensions (cross-border, R&C, PEP, CARA, FATCA, CRS etc.).
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Attention to detail.
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Able to work independently and diligently.
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Reliable and resilient, with a strong sense of responsibility and an ability to multi-task.
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Solution-oriented and proactive mindset.
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Excellent communication and presentation skills, both written and oral.
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Strong team spirit.
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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