Client Relationship Officer
2 weeks ago
Your team:
- Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The partnerowned financial services group provides a comprehensive offering for wealthy individuals and families, including discretionary and advisory investment solutions and family office services.
You will be supporting the UK team 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 endtoend 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.
- 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 online information systems.
- Service orientated, outgoing and professional.
- Understand client documentation and internal processes of a wealth manager.
- Good knowledge of regulatory dimensions (UKRND, crossborder, R&C, FATCA, CRS, etc).
- Reliable and resilient, with a strong sense of responsibility and an ability to multitask and prioritize.
- Solutionsoriented and proactive mindset.
- Excellent communication and presentation skills, both written and oral.
- Fluency in English, French would be an asset
- REF CRO/MI/DEM
Note: - We will not accept any CVs via agencies
Diversity & Inclusion:
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