Client Relationship Officer

4 weeks ago


London, Greater London, United Kingdom Pictet Full time

About the Role

Pictet Wealth Management is seeking a Client Relationship Officer to support our UK team in London. As the point of entry for all operational requests from bankers or clients, you will be responsible for day-to-day client relationship management and communication.

Key Responsibilities

  • Manage client relationships and communicate with clients to review account details and requirements.
  • Lead the end-to-end account opening process, considering local regulatory requirements.
  • Coordinate with the Business Risk Manager and Compliance to resolve risk and compliance matters.
  • Process workflow requests, credit lines, and manage client facilities.
  • Receive and transmit orders, process payments, and perform cash management tasks.
  • Establish effective working relationships with Pictet employees.

About You

  • Hold a degree-level education and FCA competent status, with IAD or IMC qualification.
  • Have experience in a similar role within Private Banking or Wealth Management.
  • Possess IT skills and knowledge of relevant software packages and online information systems.
  • Be service-oriented, outgoing, and professional, with excellent communication and presentation skills.

Pictet is an Equal Opportunity Employer

We respect all individuals and seek their inclusion in the workplace.



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