Client Relationship Officer

vor 1 Monat

Geneva, Schweiz Banque Pictet & Cie SA Vollzeit
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 service 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 Saudi team. You will be working in Geneva and be the point of entry for all operational requests from bankers or clients.

 

The Client Relationship Officer will be responsible for all operational dimensions of daily banking activities with the aim to deliver a world-class client experience by ensuring front operational excellence.

Your role

 

  • Be the point of entry for all operational requests from bankers or 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
  • Manage documentation flows (archiving and processing physical and electronic forms)
  • Lead KYC information gathering where required and update complementary documents in the systems when needed
  • 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 
  • 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

 

  • Bachelor's degree or similar relevant qualification
  • Minimum 5 years of experience in a similar function
  • Fluent in English
  • 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 team spirit

 

Ref: CRO/MI/SC

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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