Provide assistance to Private Bankers in all aspects of the daily administrative and operational management of client accounts.
Responsibilities
Ensure the administrative management of client accounts (cash management, transfers, etc)
Place stock exchange orders and ensure they are executed
Respond to client calls and prepare client visits with relevant documentation
Meet clients for administrative procedures (handling of documentation, etc)
Organise the bankers’ business trips
Ensure diaries are kept up-to-date and arrange meetings
Handle correspondence
Prepare account openings and investment documentation
Establish close and fruitful collaboration with the other departments/ locations of the bank
Maintain a strong compliance culture, ensuring optimal compliance and risk management in adherence with all relevant local laws, regulatory requirements, in-house directives and procedure as well as adequate knowledge in order to apply them effectively and ensure fair treatment of all clients, while at the same time, adhering to the mission and core values of Pictet across his/her activities with a high degree of professional competency and awareness.
Profile
Client-service oriented, with the ability to establish long-term professional relationships based on trust with clients and colleagues of varying degrees of seniority alike
Strong organisational skills, with the ability to manage multiple and changing priorities in a demanding environment
Detail-oriented
Ability to work independently
Strong sense of ethics, aligned with Pictet’s values and partnership culture
Bachelor's degree or similar relevant qualification (eg CFC in Switzerland)
Minimum 5 years of experience in a similar function
Fluency in Russian and English other languages as required by the markets covered
