Vous cherchez un emploi de Client Relationship Officer a Zurich ? Banque Pictet & Cie SA recrute. Pictet Wealth Management, riche de 200 ans d'héritage, cherche un Client Relationship Officer. Joignez-vous à une équipe engage offrant des solutions d'investissement personnalisées.
No less than 5 years’ parcours professionnel in a similar role. •
Fluent in English, Spanish and Portugues; French is an advantage. •
Service orientated, with background in dealing with private clients and supporting relationship managers. •
Firm grasp of wealth managers’ client documentation duties and related internal processes. •
Familiarity with regulatory dimensions (cross-border, R&C, PEP, CARA, FATCA, CRS etc. •
Attention to detail. •
Able to work independently and diligently. •
Reliable and resilient, with a strong sense of responsibility and an ability to multi-task. •
Solution-oriented and proactive mindset. •
Excellent communication and presentation skills, both written and oral. •
Strong team spirit. 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. Interessé(e) ? Postulez directement sur notre site.
TACHES
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Diriger le processus d'ouverture de compte, en respectant la réglementation. •
Assurer le suivi des documents et coordonner avec les clients.
COMPETENCES
Maîtrise de l'anglais, espagnol et portugais; français un atout. •
Excellentes
COMPETENCES
en communication et esprit d'équipe. Your team
Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial services group offers a comprehensive range of services for wealthy individuals and families, including discretionary and advisory investment solutions, and family office services. As a Client Relationship Officer, you will be responsible for all operational aspects of daily banking activities. Your role will be to deliver a world-class client background. Your role
Leading the end-to-end account-opening process, taking the local regulatory specificities that determine documentation
REQUIREMENTS
into consideration. •
Ensuring a strict follow-up of documentation (including pendings, middle office andR&C lists) by contacting clients, in coordination with the banker in charge of the relationship. •
Managing documentation flows (archiving and processing physical and electronic forms). •
Leading KYC information-gathering where required, and updating supplementary records in the system when needed. •
Processing workflow requests in the system (client codifications, credit card requests, credit lines, pricing exceptions, etc. ) and ensuring relevant client documentation is entered into the system (memos, orders, etc. •
Coordinating closely with the zone’s Business Risk Manager to resolve any risk and compliance matters. •
Leading and organising, within the team, the prioritisation and remediation of any Key Risk Indicators flagged. •
Adhering to all existing policies and directives, and support the implementation of new ones where needed. •
Processing payments and transfers, while ensuring callbacks are systematically performed, and providing support for other transactional activities where needed. •
Fostering close ties with the relevant internal stakeholders (Voyages, Middle Office, R&C, etc. ), learning about what they do and acting as their point of contact for the team. •
Ensuring telephone call coverage within the team. •
Supporting administrative tasks where required.
YOUR PROFILE
No less than 5 years’ parcours professionnel in a similar role. •
Fluent in English, Spanish and Portugues; French is an advantage. •
Service orientated, with background in dealing with private clients and supporting relationship managers. •
Firm grasp of wealth managers’ client documentation duties and related internal processes. •
Familiarity with regulatory dimensions (cross-border, R&C, PEP, CARA, FATCA, CRS etc. •
Attention to detail. •
Able to work independently and diligently. •
Reliable and resilient, with a strong sense of responsibility and an ability to multi-task. •
Solution-oriented and proactive mindset. •
Excellent communication and presentation skills, both written and oral. •
Strong team spirit. 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. Interessé(e) ? Postulez directement sur notre site.
Profil recherché
- €¢
No less than 5 years’ parcours professionnel in a similar role. •
Fluent in English, Spanish and Portugues; French is an advantage. •
Service orientated, with background in dealing with private clients and supporting relationship managers. •
Firm grasp of wealth managers’ client documentation duties and related internal processes. •
Familiarity with regulatory dimensions (cross-border, R&C, PEP, CARA, FATCA, CRS etc. •
Attention to detail. •
Able to work independently and diligently. •
Reliable and resilient, with a strong sense of responsibility and an ability to multi-task. •
Solution-oriented and proactive mindset. •
Excellent communication and presentation skills, both written and oral. •
Strong team spirit. 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. Interessé(e) ? Postulez directement sur notre site.