Senior Wealth Client Relations & Onboarding Lead

Pictet; Zürich; On-site; CHF 90,000 - 130,000; Full time

Job summary

Pictet Wealth Management seeks a Client Relationship Officer in Zurich to act as the entry point for operational requests from bankers and clients. You will work with the German Speaking Switzerland Team, handling end-to-end account opening, documentation flows, and KYC updates while coordinating with risk and compliance functions.

The role requires deep familiarity with wealth management processes, strong organizational skills, and the ability to multi-task in a regulated environment.

Qualifications

• Minimum of 10 years experience in a similar function.
• Fluent in English; German and French are a plus.
• Understand client documentation and internal processes of a wealth manager.
• Familiar with regulatory dimensions (cross-border, R&C, PEP, CARA, FATCA, CRS, etc.)
• Reliable and resilient with ability to multi-task.

Responsibilities

• Administer the end-to-end account-opening process, considering local regulatory specifics.
• Secure strict follow-up of documentation (pending items, middle office and R&C lists).
• Assist documentation flows (archiving and processing forms).
• Procure KYC information and update documents in systems.
• Process workflow requests in systems (client codifications, credit card requests, credit lines, pricing exceptions).
• Coordinate with the zone’s Business Risk Manager to resolve risk and compliance matters.
• Adhere to policies and directives; assist with new implementations.
• Edit payments and stock exchange orders while ensuring callbacks are performed.
• Build close relationships with internal stakeholders.
• Support administrative tasks when required.

Skills

Fluent in English

German language skills

French language skills

10 years experience

Job description

Pictet Wealth Management seeks a Client Relationship Officer in Zurich to act as the entry point for operational requests from bankers and clients. You will work with the German Speaking Switzerland Team, handling end-to-end account opening, documentation flows, and KYC updates while coordinating with risk and compliance functions.

The role requires deep familiarity with wealth management processes, strong organizational skills, and the ability to multi-task in a regulated environment.