Client Relationship Officer

Your team

Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The partner-owned financial services group provides a comprehensive offering for wealthy individuals and families, including discretionary and advisory investment solutions and family office services.

A position is open for a Client Relationship Officer in our London office. You will be supporting the UK market and be the point of entry for all operational requests from bankers or clients.

Your role

• Responsible for day to day client relationship management and communication with clients to review client accounts, guidelines, restrictions and requirements in conjunction relationship managers.


• Lead the end-to-end account opening process taking into consideration the local regulatory specificities that drive the documentation requirements. Account Maintenance.


• Lead KYC information gathering and update documents in the systems as needed.


• Organization of incoming and outgoing correspondence (telephone, fax, email, post) adhering to the confidentiality guidelines and the required procedures.


• Process workflow requests in the systems (credit lines, etc.).


• Close coordination with the zone’s Business Risk Manager and or/compliance to resolve any risk & compliance matters.


• Process Credit requests. Managing the levels/ margin calls /renewals of the facilities and contacting clients if needed.


• Receive and transmit orders: buy/sell trades (as per client instruction). Process payments and transfers. Perform cash management: FX transactions, etc.


• Establish effective working relationships with other Pictet employees.


• Help in the preparation of client visits and attending meetings when required.


• Adhere to all existing policies and directives and support the implementation of new ones where needed.


• Fully adheres to FCA rules and guidelines.

Your profile

• Degree level education.


• FCA competent, holding IAD or IMC qualification.


• Must have experience in similar role within Private Banking/wealth management environment.


• Possesses IT skills and knowledge of relevant software packages and on-line information systems.


• Service orientated, outgoing and professional.


• Understand client documentation and internal processes of a wealth manager.


• Good knowledge of regulatory dimensions (UKRND, cross-border, R&C, FATCA, CRS, etc).


• Reliable and resilient, with a strong sense of responsibility and an ability to multi-task and prioritize.


• Solutions-oriented and proactive mindset.


• Excellent communication and presentation skills, both written and oral.


• Fluency in English, French would be an asset.

Note

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.