Client Relationship Officer

Vor 4 Tagen

Genf, Schweiz Pictet Group Vollzeit

Pictet Wealth Management s’appuie à la fois sur un héritage bancaire suisse de plus de 200 ans et sur une expertise internationale en matière d’investissement. Groupe détenu et dirigé par des associés, Pictet propose une gamme complète de services financiers destinés à des familles et à des particuliers fortunés, comprenant des solutions de gestion discrétionnaire et de conseil en placement ainsi que des services de family office.

Nous recherchons, un/une Client Relationship Officer (CRO) pour rejoindre le service Marché - Suisse romande de notre département Développement commercial.

Votre mission consistera à gérer tous les aspects opérationnels des activités bancaires quotidiennes et veiller à l’excellence opérationnelle des unités du front, afin d’assurer une expérience client de premier ordre.

Vous serez amené/e à :

  • Être l’interlocuteur/trice de référence pour toutes les demandes de nature opérationnelle émanant des gérants et des clients.
  • Faciliter chacune des étapes du processus d’ouverture de compte en faisant attention aux prescriptions réglementaires locales et à leur incidence sur les exigences documentaires.
  • Assurer un suivi rigoureux de la documentation (suspens, documents demandés par le middle office, listes de points à traiter émises par le département Risk & Compliance) et, dans ce cadre, contacter les clients internes.
  • Gérer le flux documentaire (archivage, traitement des formulaires physiques et électroniques).
  • Contribuer à la collecte des informations sur la connaissance du client interne/KYC requises et tenir à jour les documents s’y rapportant dans les systèmes concernés.
  • Traiter les demandes (codifications client internes, cartes de crédit, limites de crédit, conditions spéciales, etc.) saisies dans les workflows correspondants et veiller à ce que les documents importants (mémos, ordres, instructions, etc.) soient bien enregistrés dans les systèmes concernés.
  • Travailler en étroite coordination avec le Business Risk Manager de la zone de marché concernée pour toutes les questions liées à la gestion des risques et à la compliance.
  • Traiter les opérations de paiement et de transfert, en veillant à ce que les appels de vérification (call-back) soient effectués de manière systématique, et fournir un soutien pour les autres types de transactions, selon les besoins.
  • Bien connaître les principaux partenaires internes (fichier central, équipes du middle office, fonction Risk & Control, etc.), établir avec eux d’étroites relations et être pour eux l’interlocuteur/trice de référence au sein de l’équipe concernée.
  • Veiller à ce que la prise des appels téléphoniques soit assurée au sein de l’équipe et fournir un soutien pour les tâches administratives, selon les besoins.
  • Appliquer les politiques et directives en vigueur et accompagner la mise en œuvre de nouvelles règles.

Qualifications requises :

  • Bachelor ou diplôme équivalent.
  • Expérience de 5 ans dans les opérations bancaires et dans la gestion des relations avec des clients privés et de soutien à des gérants.
  • Très bonne connaissance des dispositifs et prescriptions réglementaires (activités transfrontalières, gestion des risques et compliance, PEP, relations à risques accrus, FATCA, norme commune de déclaration de l’OCDE, etc.).
  • Grande aisance à communiquer, aussi bien à l’oral qu’à l’écrit, et maîtrise des techniques de présentation.
  • Sens développé des responsabilités, résistance au stress et capacité à mener plusieurs tâches de front.
  • Sens du service à la clientèle.
  • Discrétion et respect de la confidentialité.
  • Solide esprit d’équipe.
  • Excellente maîtrise du français et de l’anglais tant écrit que parlé.
  • Une autre langue un plus.
  • Domicile en Suisse requis.

Réf : CRO/FT/TM

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