Client Relationship Officer - Greek team

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

• Lead the end-to-end account opening process taking into consideration the local regulatory specificities that drive the documentation requirements
• Support the banker in gathering information for KYC updates and support in account opening process
• Be able to take orders and place orders in the system from clients
• Ensure a strict follow up of documentation by contacting clients in coordination with banker in lead of the relation
• Responsible for cash management for Advisory and Execution only accounts
• Process workflow requests in the systems (client codifications, c...