Pictet Asset Services provides custody, fund services and trading solutions for external asset managers, fund managers and institutional clients. The team manages every aspect of the asset servicing value chain, offering bespoke solutions such as value-adding analytics, trading strategy support and digital front-end interfaces to deliver an unrivalled customer experience. This is an 18 months fixed-term position based in Zurich, with the possibility of extension and potential permanent employment.
As a Client Relationship Officer in the German Speaking Switzerland Team, you will be the point of entry for all operational requests from Business Developers and clients, bringing your communication and interpersonal skills to a service-oriented team.
Tasks
- Main contact and support in the operational area in close cooperation with the responsible Senior CRM for independent asset managers in the German and Italian part of Switzerland
- Independent handling of telephone and written requests from independent asset managers in day-to-day business
- Support in the development of existing client relations and in the process of onboarding new clients
- Receipt and processing of foreign exchange orders and payments
- Maintaining various administrative dossiers (e.g. corporate actions, IPOs, etc.)
- Opening, maintaining, and closing relationships with independent asset managers
- Support in account opening, pending management and document management
- Managing and updating the CRM tool
- Client meetings and support
- Correspondence to independent asset managers and with end clients
Requirements
- Completed banking apprenticeship or equivalent education, complemented by a minimum of 2-3 years of professional experience in the banking sector
- Prior experience working with independent asset managers or international clients is considered a strong advantage
- Mastery of MS Office programmes (Word, Excel, PowerPoint)
- Native level in German and good English and Italian skills are a must, French skills would be a plus
- Reliable and resilient, with a strong sense of responsibility, completion of the tasks and an ability to multi-task
- Ability to grasp things quickly
- Keen sense of initiative and independence
- Appreciate client contact
- Excellent interpersonal skills
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Über uns
Das Team
You will be working in the German Speaking Switzerland Team, a service-oriented group that values motivation, high quality standards and networked thinking.