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Client Relationship Officer

1 month ago

London, Greater London, United Kingdom Pictet Full time

Your role

We are seeking a skilled Client Relationship Officer to join our team at Pictet Wealth Management. 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

To be successful in this role, you will need a degree-level education, FCA competence, and experience in a similar role within private banking/wealth management. You should possess IT skills, knowledge of relevant software packages, and online information systems. A service-oriented, outgoing, and professional mindset is essential, as well as a strong sense of responsibility and ability to multi-task and prioritize.

About Pictet

Pictet Wealth Management combines over 200 years of Swiss banking heritage with global investment expertise. We provide a comprehensive offering for wealthy individuals and families, including discretionary and advisory investment solutions and family office services.