Client Relationship Officer

Job title:

Client Relationship Officer

Company

Pictet

Job description

Your teamPictet 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.You will deliver a world-class client experience by ensuring front operational excellence, the CRO will be responsible for all operational dimensions of daily banking activities. The CRO will be involved with the Israel Market.Your role

• 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
• Support the banker in gathering information for KYC updates and support in account opening process
• Responsible for cash management for Advisory and ExO accounts
• Process workflow requests in the systems (client codifications, credit card requests, credit lines, pricing exceptions, etc.) and ensure relevant client documentation is captured in the systems (memos, orders, etc.)
• 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
• Support in the Strategic Pricing Review project: update client Pricing in the Migration Tool; input all necessary workflows in the systems; liaise with Project managers, Pricing team, the Front and clients; review and update Pricing lists in coordination with bankers/ CROs

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, CARA, FATCA, CRS, etc.)
• 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
• Must be resident in Switzerland with a valid work permit.

NoteWe will not accept any CVs via agenciesRef: “CRO/CC/ASLC”Diversity & InclusionPictet is an equal opportunity employer and is committed to creating a diverse environment. We respect all individuals and seek their inclusion in the workplace.

Expected salary

Location

Suisse

Job date

Sat, 15 Mar 2025 01:49:35 GMT

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