Client Relationship Officer in Stuttgart bei Pictet & Cie (Europe)

Pictet is an investment-led service company, offering wealth management, asset management and related services. We do not engage in investment banking, nor do we extend commercial loans. We are a partnership of seven owner managers and our principles of succession and transmission of ownership have remained unchanged since foundation in 1805. With more than CHF 509 billion in assets under management or custody at 31 December 2017, Pictet is today one of the leading Europe-based independent wealth and asset managers.

Headquartered in Geneva, Switzerland and founded there, Pictet today employs more than 4,200 people. It has 27 offices in: Amsterdam, Barcelona, Basel, Brussels, Dubai, Frankfurt, Geneva, Hong Kong, Lausanne, London, Luxembourg, Madrid, Milan, Montreal, Munich, Nassau, Osaka, Paris, Rome, Singapore, Stuttgart, Taipei, Tel Aviv, Tokyo, Turin, Verona and Zurich.

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.

• Administer the end-to-end account-opening process, taking into consideration local regulatory specificities.
• Secure strict follow-up 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 transfer while ensuring call backs are systematically performed.
• Build close relationships with relevant internal stakeholders.
• Support assistance with administrative tasks when required.

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.

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.

Your role

• Administer the end-to-end account-opening process, taking into consideration local regulatory specificities.
• Secure strict follow-up 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 transfer while ensuring call backs are systematically performed.
• Build close relationships with relevant internal stakeholders.
• Support assistance with administrative tasks when required.