Job Description
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.
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 and R&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...