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Pictet is an investment-led service company, offering wealth management, asset management and related services. We are a partnership of seven owner managers and our principles of succession and transmission of ownership have remained unchanged since foundation in 1805.
Our purpose is to build responsible partnerships with our clients, communities, and the companies in which we invest, in order to safeguard and transmit wealth, of all kinds, in the service of the real economy.
With more than CHF 576 billion in assets under management or custody at 31 December 2019, Pictet is today one of the leading Europe-based independent wealth and asset managers.
Headquartered in Geneva, Switzerland and founded there, Pictet today employs more than 4,200 people. It has 28 offices in: Amsterdam, Barcelona, Basel, Brussels, Dubai, Frankfurt, Geneva, Hong Kong, Lausanne, London, Luxembourg, Madrid, Milan, Monaco, Montreal, Munich, Nassau, Osaka, Paris, Rome, Singapore, Stuttgart, Taipei, Tel Aviv, Tokyo, Turin, Verona and Zurich.
The Client Register team plays a central role in the Bank's operations and handles the following tasks:
Managing the administrative aspects of accounts and static data of the clients of the Bank and its branches (data and documents).
Carrying out formal checks and four-eye controls of various documents and forms.
Verifying signatures and authorisations.
Managing the client Cash Desk.
Processing credit cards for clients and employees.
Opening, closing and administering the accounts of retail and institutional clients of Pictet Europe S.A and FundPartner Solutions S.A./Pictet Asset Management and maintaining static data and documents in dedicated computer systems.
Verifying account-opening applications and documents submitted to substantiate client information and changes in circumstances.
Performing quality controls (four eyes).
Checking signatures, blocking/unblocking accounts and authorising transfers.
Keeping abreast of changes in Luxembourg and EU legislation on client data protection, in particular by attending training sessions organised by the Bank.
Drawing up and updating procedures relating to Client Register activities.
Good analytical and synthesis skills.
Rigorous and methodical.
Excellent command of English,
German and/or Spanish and/or Italian would be a plus.
IT skills: Avaloq, VIP, Excel, Word, notions of PowerPoint and BO.
Legal or tax knowledge: good working knowledge of legislation/regulations affecting client data.
We will not accept any CVs via agencies.
In accordance with the provisions of the Luxembourg law of 23 July 2016 amending the law of 29 March 2013, candidates may be required to provide an extract from their criminal record. This document, issued by the authorities, must not be older than three months. Such a document will be requested with the aim of carrying out a character check on candidates, bearing in mind the area of activity of our establishment and, more particularly, the tasks described in the job description.