19 beste Stellen als relationship officer in zürich – aktuell auf Personalsuche

Client Relationship Officer
PICTET —Zürich, ZH
- Spanisch
- Management-Erfahrung
- Englisch
Compliance Officer
Banco Itaú Suisse —Zürich, ZH
- Management-Erfahrung
- Microsoft Office
- Bachelor
Direkt bewerben
Executive Assistant, Global Commercial Organization
Logitech —Zürich, ZH
- 100%
- Englisch
- Organisationstalent
- Kommunikationsfähigkeit
- Homeoffice-Möglichkeit
11 Tage
CEO - MBI Program - (Operating Partner)
All interests aligned AG —Zürich, ZH
- 100%
- Homeoffice
- Management-Erfahrung
- Bachelor
Compliance Officer - Intermediaries 100% (f/m/d)
Julius Baer —Zürich, ZH
- 100%
- Schreibfähigkeiten
- Englisch
- Microsoft Office
AML Compliance Officer
Banco Itaú Suisse —Zürich, ZH
- Hybrides Arbeiten
- Microsoft Excel
- Datenanalyse
- Bachelor
Direkt bewerben
9 Tage
Compliance Officer – Monitoring & Control Execution 80-100% (f/m/d)
Julius Baer —Zürich, ZH
- Microsoft Powerpoint
- Microsoft Excel
- Englisch
6 Tage
Marketing & Sales Manager (60% - 100%)
Verity —Zürich, ZH
- Teilzeit
- Englisch
- Marketing
SECONDMENT Coordinator, Crimes against Children
Interpol —Hettlingen / Station, ZH
- Spanisch
- Management-Erfahrung
- Englisch
Compliance Officer - Governance & Policies 100% (f/m/d)
Julius Baer —Zürich, ZH
- 100%
- Microsoft Powerpoint
- Microsoft Excel
- Englisch
VP, Head of Communications, International Business Unit
Takeda Pharmaceutical —Zürich, ZH
- CHF 309’800 - CHF 426’030 pro Jahr
- 100%
- Management-Erfahrung
- Bachelor
10 Tage
Senior Relationship Manager EAM UK (100%)
Vontobel Holding AG —Zürich, ZH
- 100%
- Englisch
Client Director - Hedge Funds
GAM Investments —Zürich, ZH
- 100%
- Englisch
Mortgage Lending Officer SAFE Act - PASADENA
Citi —Zürich, ZH
- 100%
- Microsoft Excel
- Englisch
- Microsoft Office
3 Tage
VP Sales & Key Accounts (EMEA)
Auditdata —Zürich, ZH
- 100%
- Hybrides Arbeiten
- Management-Erfahrung
- Englisch
- Bachelor
Direkt bewerben
Business Manager - Swiss Legal Entity & Local Operations (VP)
JPMorganChase —Zürich, ZH
- 100%
- Microsoft Powerpoint
- Microsoft Excel
- Management-Erfahrung
Intern Information Security & Data Protection (12 months)
Rothschild & Co —Zürich, ZH
- 100%
- Management-Erfahrung
- Englisch
- Bachelor
2 Tage
VP, Enterprise Products & Solutions EMEA
Blockstream —Zürich, ZH
- 100%
- Vertrieb
- Englisch
- Master
- Homeoffice-Möglichkeit
Direkt bewerben
Head of Credit Structuring - CH Domestic Market
BNP Paribas —Zürich, ZH
- 100%
- Homeoffice
- Englisch
- Projektmanagement
- Verhandlungsgeschick

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Client Relationship Officer

PICTET -
Zürich, ZH

Jetzt bewerben

Details zur Stelle

Qualifikationen

Französisch
Spanisch
Management-Erfahrung
Mehrsprachig
Englisch
Bachelor
Kommunikationsfähigkeit

Vollständige Stellenbeschreibung

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.

Your profile

Bachelor's degree or similar.
No less than 5 years’ experience in a similar role.
Fluent in English, Spanish and Portugues; French is 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.

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.

Jetzt bewerben

Erweiterte Suche

relationship officer Jobs in zürich

Client Relationship Officer

Compliance Officer

Executive Assistant, Global Commercial Organization

CEO - MBI Program - (Operating Partner)

Compliance Officer - Intermediaries 100% (f/m/d)

AML Compliance Officer

Compliance Officer – Monitoring & Control Execution 80-100% (f/m/d)

Marketing & Sales Manager (60% - 100%)

SECONDMENT Coordinator, Crimes against Children

Compliance Officer - Governance & Policies 100% (f/m/d)

VP, Head of Communications, International Business Unit

Senior Relationship Manager EAM UK (100%)

Client Director - Hedge Funds

Mortgage Lending Officer SAFE Act - PASADENA

VP Sales & Key Accounts (EMEA)

Business Manager - Swiss Legal Entity & Local Operations (VP)

Intern Information Security & Data Protection (12 months)

VP, Enterprise Products & Solutions EMEA

Head of Credit Structuring - CH Domestic Market

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relationship officer Jobs in zürich

Ich möchte aktuelle Job-E-Mails für Stellen als relationship officer in zürich erhalten