Client Relationship Officer - Latin America Market

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 charge of the relationship.


• Managing documentation flows (archiving and processing physical and electronic forms).


• Leading KYC information\-gathering where required, and updating supplementary records in the system when needed.


• Processing workflow requests in the system (client codifications, credit card requests, credit lines, pricing exceptions, etc.) and ensuring relevant client documentation is entered into the system (memos, orders, etc.).


• Coordinating closely with the zone’s Business Risk Manager to resolve any risk and compliance matters.


• Leading and organising, within the team, the prioritisation and remediation of any Key Risk Indicators flagged.


• Adhering to all existing policies and directives, and support the implementation of new ones where needed.


• Processing payments and transfers, while ensuring callbacks are systematically performed, and providing support for other transactional activities where needed.


• Fostering close ties with the relevant internal stakeholders (Voyages, Middle Office, R\&C, etc.), learning about what they do and acting as their point of contact for the team.


• Ensuring telephone call coverage within the team.


• Supporting administrative tasks where required.

• Bachelor's degree or similar.


• No less than 5 years’ experience in a similar role.


• Fluent in English and Spanish; French and Portuguese an advantage.


• Service orientated, with experience in dealing with private clients and supporting relationship managers.


• Firm grasp of wealth managers’ client documentation duties and related internal processes.


• 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.


• Solution\-oriented and proactive mindset.


• Excellent communication and presentation skills, both written and oral.


• Strong team spirit.

We will not accept any CVs via agencies

Ref.:"FT/CRO/MB"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.*

Diese Anzeige stammt von indeed. Originalanzeige ansehen ↗