Client Relationship Officer - 12-month contract

at  Pictet

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 service for wealthy individuals and families, including discretionary and advisory investment solutions, and family office services.
A position is open for a Client Relationship Officer in the Saudi team. You will be working in Geneva and be the point of entry for all operational requests from bankers or clients.
The Client Relationship Officer will be responsible for all operational dimensions of daily banking activities with the aim to deliver a world-class client experience by ensuring front operational excellence.

• Be the point of entry for all operational requests from bankers or 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
• Manage documentation flows (archiving and processing physical and electronic forms)
• Lead KYC information gathering where required and update complementary documents in the systems when needed
• 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
• Lead and organize the prioritization and remediation of Key Risk Indicator within the team
• Adhere to all existing policies and directives and support the implementation of new ones where needed
• Process payments and transfers while ensuring call backs are systematically performed and support for other transactional activity where needed
• Build a close relationship and understanding of the relevant internal stakeholders (Voyages, Middle Office, R&C, etc.) and be their point of contact for the team
• Ensure telephone call coverage is in place in the team
• Support administrative tasks where required