Client Relationship Officer

Vor 2 Tagen

Schweiz Pictet Vollzeit CHF 55'000 - CHF 80'000 pro Jahr

Your team

Pictet Asset Services provides custody, fund services and trading solutions for external asset managers, fund managers and institutional clients. We manage every aspect of the asset servicing value chain and our range of bespoke solutions include value-adding analytics, trading strategy support and digital front-end interfaces designed to provide an unrivalled customer experience.

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 our Business Developer and clients.

You will bring your communication skills, your ability to work independently and your excellent interpersonal skills to a service-oriented team that will appreciate your motivation, high quality standards and networked thinking. Your organisational skills and thoughtful approach to your work will enable you to maintain an overview even in hectic situations. You will use your sense of responsibility, pleasant manner and outstanding client focus to support the team and our external clients. 

Your role

Your responsibilities include the following:


•    Main contact/support for independent asset managers in the operational area in close cooperation with the responsible Senior CRM

•    Independent handling of telephone and written requests from independent asset managers in the day-to-day business

•    Support in the development of existing client relations and in the process of onboarding new clients

•    Receipt and processing of foreign exchange orders and payments

•    Maintaining various administrative dossiers (e.g. corporate actions, IPOs, etc.)

•    Opening, maintaining, and closing relationships with independent asset managers

•    Support in account opening, pending management and document management

•    Managing and updating our CRM tool

•    Client meetings and support

•    Correspondance to independent asset manager and with end clients

Your profile


•    Completed banking apprenticeship or equivalent education, complemented by a minimum of 2-3 years of professional experience in the banking sector.

•    Prior experience working with independent asset managers or international clients is considered a strong advantage

•    Mastery of MS Office programmes (Word, Excel, PowerPoint)

•    Native level in German and good English skills, French skills would be a plus

•    Reliable and resilient, with a strong sense of responsibility, completion of the tasks and an ability to multi-task

•    Ability to grasp things quickly into a team

•    Keen sense of initiative and independence 

•    Appreciate client contact 

•    Excellent interpersonal skills 

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.

  • Junior Client Relationship Officer

    Vor 2 Tagen

    Schweiz Pictet Group Vollzeit CHF 60'000 - CHF 90'000 pro Jahr

    Votre équipe Pictet Asset Services (PAS) propose des services de banque dépositaire, des services liés aux fonds ainsi que des solutions de trading à des gérants indépendants, à des gestionnaires de fonds et à des clients institutionnels. Nous maîtrisons en interne chaque dimension de l'asset servicing et concevons des solutions sur mesure,...

  • Client Account Manager

    vor 2 Wochen

    Schweiz UBS Vollzeit

    Switzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 265437BR **City** - Zürich **Job Type** - Full Time **Your role** - Do you look for a new challenge within the dynamic and fast paced Wealth Management environment? Do you want to be part of a high performing team? Do you have a "can do"...

  • Client Advisor Zurich

    vor 5 Stunden

    Schweiz DG Vollzeit CHF 60'000 - CHF 120'000 pro Jahr

    We are currently looking for a Client Advisor for our Boutique in Zurich.As a Client Advisor, you will be the Brand ambassador and you will make sure to provide an excellent service to every customer.Key ResponsibilitiesPromote and sell products by identifying our international customers' needs. Deliver outstanding customer service and build long-term...

  • Relationship Manager Iam

    Vor 6 Tagen

    Schweiz Mirabaud Vollzeit

    Groupe bancaire d’envergure internationale, Mirabaud offre à des particuliers, à des clients institutionnels ainsi qu’à des entreprises et des professionnels de la finance, du conseil en investissement et des services de gestion de fortune et d’actifs, hautement personnalisés. Basé à Genève, Mirabaud n’a cessé de se développer au fil du...

  • Client Advisor

    vor 2 Wochen

    schweiz Burberry Vollzeit

    INTRODUCTION At Burberry, we believe creativity opens spaces. Our purpose is to unlock the power of imagination to push boundaries and open new possibilities for our people, our customers and our communities. This is the core belief that has guided Burberry since it was founded in 1856 and is central to how we operate as a company today.    We aim to...

  • Client Advisor Prada Zurich

    vor 2 Wochen

    Schweiz Prada Vollzeit

    Founded in 1913 in Italy, the Prada Group was built on a tradition of excellence and with a vision of innovation. The Group, a world leader in the luxury sector, operates in more than 45 countries with the PRADA, Miu Miu, Church’s and Car Shoe brands, and has employees of over 100 nationalities. Joining our Company means working in a creative and...

  • Future Client Advisor Opportunities

    vor 5 Stunden

    Schweiz Burberry Vollzeit CHF 60'000 - CHF 90'000 pro Jahr

    INTRODUCTIONAt Burberry, we believe creativity opens spaces. Our purpose is to unlock the power of imagination to push boundaries and open new possibilities for our people, our customers and our communities. This is the core belief that has guided Burberry since it was founded in 1856 and is central to how we operate as a company today.   We aim to provide...

  • Account Manager Private Banking

    vor 1 Woche

    Schweiz Julius Baer Vollzeit

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. In addition to the Assistant Relationship Manager (ARM) Private Banking role profile, the Account Manager Private Banking...

  • Relationship Manager

    Vor 6 Tagen

    Schweiz ZM Financial Systems Vollzeit

    Collaboration = Innovation One leads to the other. At Moody’s, we believe good teamwork gives us an edge. We foster a culture that thrives on diverse perspectives to overcome ever-changing market challenges. Join us and let’s move the world forward together. Department **The Department / Team**: The position is part of the Moody’s Analytics Global...

  • Account Manager Middle East

    vor 2 Wochen

    Schweiz Yakoubi Associates Vollzeit

    On behalf of our client, a renowned Swiss private bank, we are looking for an Account Manager in Zurich, focusing on the Middle East & Africa market. Tasks - Supports the Relationship Managers (RM) in managing, monitoring and reviewing of client investment portfolios - Collaborates with internal experts from Markets, Investment Solutions and Wealth Planning...