Client Relationship Officer
4 weeks ago
Your role
We are seeking a Client Relationship Officer to join our team in London. As a key member of our UK team, you will be responsible for day-to-day client relationship management and communication with clients to review client accounts, guidelines, restrictions, and requirements in conjunction with relationship managers.
Your responsibilities
- Lead the end-to-end account opening process, taking into consideration local regulatory specificities that drive documentation requirements.
- Organize incoming and outgoing correspondence, adhering to confidentiality guidelines and required procedures.
- Process workflow requests in the systems, including credit lines, and close coordination with the zone's Business Risk Manager and/or compliance to resolve any risk & compliance matters.
- Process credit requests, managing levels/margin calls/renewals of facilities and contacting clients as needed.
- Receive and transmit orders, perform cash management, and establish effective working relationships with other Pictet employees.
Your profile
We are looking for a degree-level educated individual with FCA competence, holding IAD or IMC qualification, and experience in a similar role within Private Banking/Wealth Management environment. You should possess IT skills and knowledge of relevant software packages and online information systems, be service-oriented, outgoing, and professional, and have a good understanding of client documentation and internal processes of a wealth manager.
About Pictet
Pictet is a partner-owned financial services group providing a comprehensive offering for wealthy individuals and families, including discretionary and advisory investment solutions and family office services.
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