Client Relationship Officer

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.

You will deliver a world-class client experience by ensuring front operational excellence, the CRO will be responsible for all operational dimensions of daily banking activities. The CRO will be involved with the Israel Market.

• Be able to take orders and place orders in the system from clients
• Lead the end-to-end account opening process taking into consideration the local regulatory specificities that drive the documentation requirements
• Ensure a strict follow up of documentation (pendings, middle office, R&C lists) by contacting clients in coordination with banker in lead of the relation
• Support the banker in gathering information for KYC updates and support in account opening process
• Responsible for cash management for Advisory and ExO accounts
• Process workflow requests in the systems (client codifications, credit card requests, credit lines, pricing exceptions, etc.) and ensure relevant client documentation is captured in the systems (memos, orders, etc.)
• 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
• Support in the Strategic Pricing Review project: update client Pricing in the Migration Tool; input all necessary workflows in the systems; liaise with Project managers, Pricing team, the Front and clients; review and update Pricing lists in coordination with bankers/ CROs

• 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, 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
• Solutions-oriented and proactive mindset
• 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.