Client Relationship Officer

vor 1 Tag


Genf, Genf, Schweiz Banque Pictet & Cie SA Vollzeit

Pictet Wealth Management, a Swiss banking institution with over 200 years of experience, is seeking an exceptional Client Relationship Officer to join its team. This role offers the opportunity to deliver a world-class client experience by ensuring front operational excellence and driving daily banking activities.

Key Responsibilities
  • Support the Greek desk in providing exceptional client service
  • Process workflow requests, including client codifications, credit card requests, and pricing exceptions
  • Ensure accurate documentation capture in systems, including memos and orders
  • Closely coordinate with the zone's Business Risk Manager to resolve risk & compliance matters
Requirements
  • Minimum 5 years of experience in a similar function
  • Service-oriented mindset with experience dealing with private clients and supporting relationship managers
  • Familiarity with regulatory dimensions, including cross-border, R&C, PEP, CARA, FATCA, and CRS
  • Attention to detail and ability to work independently and diligently


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