Client Relationship Officer (18 months fixed-term)

Successfactors; Zürich; Vor Ort; CHF 90.000 - 130.000; Vollzeit

Zusammenfassung

Pictet Asset Services in Zürich sucht eine Client Relationship Officer (18 Monate Festanstellung) zur Betreuung unabhängiger Vermögensverwalter in der deutschsprachigen Schweiz. Sie arbeiten im German Speaking Switzerland Team und unterstützen die Geschäftsstellen- und Kundenbetreuung.

Zu Ihren Aufgaben gehören die Bearbeitung von Anfragen, Onboarding‑Prozesse, Zahlungsabwicklung und Betreuung der Kundenkontakte.

Qualifikationen

• Completed banking apprenticeship or equivalent education.
• Native level German; good English and Italian skills are required.
• MS Office proficiency (Word, Excel, PowerPoint).

Aufgaben

• Main contact/support in operational area with the Senior CRM for independent asset managers in German and Italian Switzerland.
• Independent handling of telephone and written requests from independent asset managers.
• Support in developing existing client relations and onboarding new clients.
• Receipt and processing of foreign exchange orders and payments.
• Maintaining administrative dossiers (e.g. corporate actions, IPOs).
• 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 end clients.

Kenntnisse

German (native)

English

Italian

MS Office

Interpersonal skills

Multi-tasking

Initiative

Client focus

Ausbildung

Banking apprenticeship

Tools

CRM tool

Jobbeschreibung

Career Opportunities: Client Relationship Officer (18 months fixed-term) (125183)

Requisition ID125183-Posted07/10/2026-Switzerland-Zurich- Activity area (1) -Experienced Professionals

Pictet Asset Services provides custody, fund services and trading solutions for external asset managers, fund managers and institutional clients. We manage every aspect of the asset servicing value chain and our range of bespoke solutions include value-adding analytics, trading strategy support and digital front-end interfaces designed to provide an unrivalled customer experience.

As a Client Relationship Officer in our Zurich office, you will be working in the German Speaking Switzerland Team, and you will be the point of entry for all operational requests from our Business Developers and clients. This is an18 months fixed-termposition with the possibility of extension and potential permanent employment.

You will bring your communication skills, your ability to work independently and your excellent interpersonal skills to a service-oriented team that will appreciate your motivation, high quality standards and networked thinking. Your organisational skills and thoughtful approach to your work will enable you to maintain an overview even in hectic situations. You will use your sense of responsibility, pleasant manner and outstanding client focus to support the team and our external clients.

Your role

Your responsibilities include the following:

• Main contact/support in the operational area in close cooperation with the responsible Senior CRMfor independent asset managers in the German and Italian part of Switzerland
• Independent handling of telephone and written requests from independent asset managers in the 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 our CRM tool
• Client meetings and support
• Correspondance to independent asset manager and with end clients

Your profile

• 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

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.