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Client Relationship Officer

Company

Pictet Group

Location

zürich, zürich

Type

Full-time

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



  • Serving as the point of entry for all operational requests from bankers or clients.

  • 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 and R&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...

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