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Client Relationship Officer

Company

Pictet

Location

zurich, Switzerland

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.

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 experience.

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 andR&C lists) by contacting clients, in coordination with the banker in char...

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