Client Relationship Officer
Vor 7 Tagen
Career Opportunities: Client Relationship Officer (80-100%) (121694) Requisition ID121694 -Posted -Switzerland -Zurich - Activity area (1) -Experienced Professionals Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial service group offers a comprehensive service for wealthy individuals and families including discretionary and advisory investment solutions and family office services.As a Client Relationship Officer in our Zurich office you will be working in the German Speaking Switzerland Team and you will be the point of entry for all operational requests from bankers or clients.Your role Your responsibilities include the following:- Administer the end-to-end account-opening process, taking into consideration local regulatory specificities- Secure strict follow-up of documentation (e.G.Pending items, middle office and R&C lists)- Assist documentation flows (e.G.Archiving and processing physical and electronic forms)- Procure KYC information and update complementary documents in the systems- Build strong client relationships and serve as a trusted sparring partner- Engage in investment proposals and execute their implementation- Process workflow requests in the systems (client codifications, credit card requests, credit lines, pricing exceptions, etc.)- Close coordination with the zone's Business Risk Manager to resolve any risk and compliance matters- Lead and organise the prioritisation and remediation of Key Risk Indicators in the team- Adjust to all existing policies and directives and support the implementation of new ones, where needed- Edit payments and transfers while ensuring call backs are systematically performed- Build close relationships with relevant internal stakeholders- Support assistance with administrative tasks when required Your profile - Bachelor's degree or equivalent qualification, or currently in the process of obtaining one- Minimum of two years experience in a similar function- Fluent in German and English; French, Italian or any other languages are a plus- Understand client documentation and internal processes of a wealth manager- Familiar with regulatory dimensions (cross-border, R&C, PEP, CARA, FATCA, CRS, etc.)- Attention to detail- Reliable and resilient, with a strong sense of responsibility and an ability to multi-task- Solutions-oriented and proactive mindset- Strong team spirit and ability to work independently- Must be resident in Switzerland 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. #J-18808-Ljbffr
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Client Relationship Officer
vor 1 Woche
Zürich, Zürich, Schweiz Banque Pictet & Cie SA VollzeitYour teamPictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial service group offers a comprehensive service for wealthy individuals and families including discretionary and advisory investment solutions and family office services.As a Client Relationship Officer in our...
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Client Relationship Manager
Vor 2 Tagen
Zürich, Zürich, Schweiz FINDERS SA VollzeitClient Relationship Manager -BankingRelationship Manager -BankingPosition Overview: We are seeking an experienced and motivated Relationship Manager (RM) to join our client. This role is ideal for a dynamic individual with a strong background in Swiss banking and the ability to develop and manage client relationships. The successful candidate will play a key...
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Client Relationship Director
Vor 4 Tagen
Zürich, Zürich, Schweiz Aston Carter VollzeitCompany OverviewA renowned Private Bank in Switzerland is seeking a driven professional to act as a sparring partner for various high net worth clients. The ideal candidate will combine the bank's extensive product range to source, grow and manage a profitable portfolio of ultra high net worth individuals and families.Key ResponsibilitiesB build and maintain...
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Client Relationship Professional
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Zürich, Zürich, Schweiz Brookfield VollzeitBrookfield Oaktree Wealth Solutions offers a unique opportunity to develop strong client relationships and expand your product expertise. As a Senior Client Relationship Manager, you will be responsible for driving sales efforts aligned with BOWS' goals in Switzerland and internationally, as well as coordinating campaigns for existing product offerings and...
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Client Relationship Manager
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Client Relationship Associate
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Middle East Client Relationship Manager
Vor 2 Tagen
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Zürich, Zürich, Schweiz Altus Search Ltd VollzeitSenior Relationship Manager – Eastern European Clients Title: Senior Relationship Manager – Eastern European Clients Date: 25th March 2025 Our client is looking for a Senior Relationship Manager, focusing on the Eastern European market to provide support, advice, and a strategic approach to high net-worth clients. The individual would lead the sales...
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Zürich, Zürich, Schweiz Altus Search Ltd VollzeitSenior Relationship Manager – Eastern European ClientsTitle: Senior Relationship Manager – Eastern European ClientsDate: 25th March 2025Our client is looking for a Senior Relationship Manager, focusing on the Eastern European market to provide support, advice, and a strategic approach to high net-worth clients. The individual would lead the sales and...
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Senior Client Relationship Manager, Switzerland
Vor 3 Tagen
Zürich, Zürich, Schweiz Brookfield VollzeitSenior Client Relationship Manager, SwitzerlandSenior Client Relationship Manager, SwitzerlandApply locations Zurich, Switzerland time type Full time posted on Posted 22 Days Ago job requisition id R2042245Location: Zurich - Bahnhofplatz 1Business - Brookfield Oaktree Wealth SolutionsBrookfield Asset Management, a leading global alternative asset manager,...
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Client Relationship Development Manager
Vor 5 Tagen
Zürich, Zürich, Schweiz ecoinvent Association VollzeitAbout ecoinvent AssociationWe are a fast-growing team based in Zürich with over twenty nationalities. We embrace diversity and promote a collaborative and adventurous mindset. Our mission is to support high-quality, science-based environmental assessments through our comprehensive life cycle inventory database.The Ideal CandidateAs a seasoned professional,...
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Relationship Manager
Vor 4 Tagen
Zürich, Zürich, Schweiz Altus Search Ltd VollzeitAt Altus Search Ltd, we are seeking a highly skilled Relationship Manager to join our team. In this role, you will be responsible for managing a portfolio of high net-worth clients and providing private banking services.Key Responsibilities:Manage existing client relationships and build strong connections with new clients.Provide expert advice on wealth...
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Senior Client Relationship Manager, Switzerland
vor 1 Woche
Zürich, Zürich, Schweiz Brookfield Asset Management VollzeitLocationZurich - Bahnhofplatz 1Business - Brookfield Oaktree Wealth SolutionsBrookfield Asset Management, a leading global alternative asset manager, has an exemplary 100+ year history of owning and operating real assets and related businesses. In 2019, Brookfield acquired a majority interest in Oaktree Capital, a leader among global investment managers...
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Zürich, Zürich, Schweiz Altus Search Ltd VollzeitAltus Search Ltd is recruiting a Senior Private Banker to manage the Polish market, focusing on high net-worth clients.Key Requirements:Private banking or relationship management experience.Strong understanding of high-net-worth client needs.Excellent communication and interpersonal skills.Ability to interact with clients at all levels of business.The...
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HNWI Relationship Specialist
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Relationship Manager
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Zürich, Zürich, Schweiz Altus Search Ltd VollzeitSenior Relationship Manager – Eastern European ClientsWe are looking for a Senior Relationship Manager to focus on the Eastern European market.This role involves building strong relationships with high-net-worth clients, identifying new business opportunities, and developing strategies to attract new clients.Key Skills and Qualifications:Private banking or...
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Relationship Manager
vor 1 Woche
Zürich, Zürich, Schweiz Edwards Wealth Management AG VollzeitGet AI-powered advice on this job and more exclusive features.Direct message the job poster from Edwards Wealth Management AGChief Executive Officer and Founder at Edwards Wealth Management AGWe are looking for experienced Private Bankers or Asset Managers with a loyal book of clients who are seeking a new opportunity with full flexibility and...
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Senior Client Relationship Manager
Vor 7 Tagen
Zürich, Zürich, Schweiz ACT Asset Management AG VollzeitThe bank is a leading international private banking institution that emphasizes personalized and high-quality financial services tailored to the unique needs of each client. Known for its entrepreneurial mindset, it fosters a culture of sustainability, responsibility, and trust in both client relationships and internal operations. The bank values integrity,...
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Assistant Relationship Manager
vor 3 Wochen
Zürich, Zürich, Schweiz coni+partner AG Vollzeitconi + partner ist ein seit 1993 bestehendes Beratungshaus mit Sitz in Zürich und Niederlassungen in Düsseldorf und Shanghai. Unsere Stärke ist die passgenaue Besetzung von Positionen entsprechend der Unternehmenskultur, unter genauer Betrachtung fachlicher Kompetenzen, Referenzen und «soft skills» der Kandidaten.Unser Kunde ist das Private Banking...
