Client Relationship Officer - Greek team
Pictet Geneva, SwitzerlandClient Relationship Officer - Greek team
Pictet Geneva, Switzerland
Client Relationship Officer - Greek team
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.
Your role
• Lead the end-to-end account opening process taking into consideration the local regulatory specificities that drive the documentation requirements
• Support the banker in gathering information for KYC updates and support in account opening process
• Be able to take orders and place orders in the system from clients
• Ensure a strict follow up of documentation by contacting clients in coordination with banker in lead of the relation
• Responsible for cash management for Advisory and Execution only accounts
• Process workflow requests in the systems (client codifications, credit card requests, credit lines, pricing exceptions) and ensure relevant client documentation is captured in the systems (memos, orders)
• Close coordination with the zone's Business Risk Manager to resolve any risk & compliance matters
• Process payments and transfers while ensuring call backs are systematically performed and support for other transactional activity where needed
Your profile
• Service orientated, with experience and understanding of dealing with private clients and supporting relationship managers
• Understand client documentation and internal processes of a wealth manager
• Familiarity with regulatory dimensions (cross-border, R&C, PEP, FATCA, CRS)
• Attention to detail, Able to work independently and diligently
• Reliable and resilient, with a strong sense of responsibility
• Solutions-oriented and proactive mindset
• Fluent in English
• Excellent communication and presentation skills, both written and oral
• Strong sense of ethics, aligned with Pictet's values and partnership culture
• Strong team spirit
• Must be resident in Switzerland with a valid work permit.
Note
We will not accept any CVs via agencies
Ref: "CRO/CC/ASLC"
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.
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.
Your role
• Lead the end-to-end account opening process taking into consideration the local regulatory specificities that drive the documentation requirements
• Support the banker in gathering information for KYC updates and support in account opening process
• Be able to take orders and place orders in the system from clients
• Ensure a strict follow up of documentation by contacting clients in coordination with banker in lead of the relation
• Responsible for cash management for Advisory and Execution only accounts
• Process workflow requests in the systems (client codifications, credit card requests, credit lines, pricing exceptions) and ensure relevant client documentation is captured in the systems (memos, orders)
• Close coordination with the zone's Business Risk Manager to resolve any risk & compliance matters
• Process payments and transfers while ensuring call backs are systematically performed and support for other transactional activity where needed
Your profile
• Service orientated, with experience and understanding of dealing with private clients and supporting relationship managers
• Understand client documentation and internal processes of a wealth manager
• Familiarity with regulatory dimensions (cross-border, R&C, PEP, FATCA, CRS)
• Attention to detail, Able to work independently and diligently
• Reliable and resilient, with a strong sense of responsibility
• Solutions-oriented and proactive mindset
• Fluent in English
• Excellent communication and presentation skills, both written and oral
• Strong sense of ethics, aligned with Pictet's values and partnership culture
• Strong team spirit
• Must be resident in Switzerland with a valid work permit.
Note
We will not accept any CVs via agencies
Ref: "CRO/CC/ASLC"
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.
Job ID 124672
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