Private Banking Assistant
vor 2 Wochen
**Your team**:
- The Pictet group is one of the world’s leading independent wealth and asset managers. Founded in 1805 and headquartered in Geneva, Switzerland, the Group is represented in 30 offices in financial centers worldwide, currently employing more than 4,600 people. Pictet has been present in Zurich since 1982 where it employs 200 people. The Zurich branch is located at the Leuenhof, one of the most historic buildings on the prestigious Bahnhofstrasse.- We are looking for a
- **Private Banking Assistant (Client Relationship Officer (CRO)** to join our team in Zurich. As a key member of our motivated and multicultural team, you will be working in the
- **Eastern Europe Team** within the bank’s
- **Wealth Management** division where you will be the point of entry for all operational requests from our Bankers as well as our clients.**Your role**:
- Your responsibilities will include:
- Administering the end-to-end account-opening process, taking into consideration local regulatory specificities.
- Processing investment orders from clients.
- Following up to make sure documentation is completed (missing documents, lists of middle office and R&C holds).
- Assisting documentation flows (archiving and processing physical and electronic forms).
- Gathering KYC information and updating documents in the systems.
- Coordinating closely with the zone’s Business Risk Manager to resolve any risk and compliance matters.
- Leading and organising the prioritisation and remediation of Key Risk Indicators in the team.
- Adjusting to all existing policies and directives and supporting the implementation of new ones, where needed.
- Editing payments and transfers while ensuring instructing parties are systematically called back.
- Building close relationships with relevant internal stakeholders.
- Helping provide assistance with administrative tasks when required.
**Your profile**:
- Knowledge of financial instruments, Bachelor's degree in Finance would be an advantage.
- At least two to three years’ experience in a similar position.
- Fluent in English; other languages, including Russian, would be a plus.
- Understand client documentation and internal processes of a wealth manager.
- Familiar with regulatory aspects (cross-border, R&C, PEP, HRC, FATCA, CRS, etc.)
- Attention to detail.
- Reliable and resilient, with a strong sense of responsibility, completion of the tasks and an ability to multi-task.
- Solutions-oriented and proactive mindset.- Strong team spirit and ability to work independently.
- Must be resident in Switzerland.
- Start date: asap**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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