Client Relationship Officer - Stuttgart, Deutschland - PICTET

PICTET
PICTET
Geprüftes Unternehmen
Stuttgart, Deutschland

vor 1 Woche

Lena Wagner

Geschrieben von:

Lena Wagner

beBee Recruiter


Beschreibung

Your team:


  • The Pictet Group is one of the world's leading independent wealth and asset managers. Founded in 1805 and headquartered in Geneva, Switzerland, the Group is represented in 27 offices in financial centers worldwide, currently employing over 4300 people.
Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise.

The Partner-owned financial service group offers a comprehensive service for wealthy individuals and families including discretionary and advisory investment solutions and family office services.

- We are seeking to recruit a
-
Client Relationship Officer in Stuttgart


Your role:


  • Administer the endtoend accountopening process, taking into consideration local regulatory specificities.
  • Secure strict followup of documentation (pending items, middle office and R&C lists).
  • Assist documentation flows (archiving and processing physical and electronic forms).
  • Procure KYC information and update complementary documents in the systems.
  • Process workflow requests in the systems (client codifications, credit card requests, credit lines, pricing exceptions, etc.).
  • Close coordination with the zone's Business Risk Manager to resolve any risk and compliance matters.
  • Lead and organise the prioritisation and remediation of Key Risk Indicators in the team.
  • Adjust to all existing policies and directives and support the implementation of new ones, where needed.
  • Edit payments and transfers while ensuring call backs are systematically performed.
  • Build close relationships with relevant internal stakeholders.
  • Support assistance with administrative tasks when required.

Your profile:


  • Bachelor's degree or similar relevant qualification.
  • Minimum of 3 to 4 years' of experience in a similar function, in a private bank.
  • A definite interest in financial markets and current international affairs.
  • Proficient in the usual IT tools (MS Office, ).
  • Attention to detail.
  • Perfect command of
    German and
    English; French would be an asset.
  • In addition to being proactive and readily available to listen to the needs of clients, you will possess keen organisational and planning skills. Finally, you will have no difficulty in working independently and be accurate in your work.
  • Ref.

CRO/MI/JF
Note:


  • We will not accept any CVs via agencies
    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._

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