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Client Relationship Manager

vor 3 Monaten

Genf, Genf, Schweiz PICTET Vollzeit

Your team:

  • Pictet Wealth Management (PWM) combines more than 200 years of Swiss banking heritage with global investment expertise. The Partnerowned financial services group offers a comprehensive service for wealthy individuals and families, including discretionary and advisory investment solutions and family office services.
  • You will manage client relationships and act as a point of contact for clients within the Pictet Investment Office (PIO).

Your role:

  • Managing client relationships, focusing on UHNWI, and acting as a dedicated point of contact for daytoday activities;
  • Coordinating and overseeing complex holding and succession structures (such as trusts), comprising of tangible assets, and keeping track of new legal trends/increasing requirements;
  • Working closely and coordinating with other departments within the Bank (bankers, compliance, reporting, credit, other business lines, tax) and external service providers (lawyers, trustees, personal staff);
  • Coordinating and implementing budget expenditure;
  • Coordinating cash flow forecasts/daily payment process and validation;
  • Coordinating client projects, setting up dedicated reporting and monitoring;
  • Coordinating specific client's commercial transactions;
  • Acting as a backup to other CRMs;
  • Maintaining a high level of professionalism and confidentiality in all client interactions.

Your profile:

  • Graduate degree with 8 to 10 years' proven experience in private banking or working for private clients/UHNWI and TEP qualification and/or legal background;
  • Ideally a postgraduate degree such as a Master's degree, CIIA or CFA;
  • Proven knowledge in dealing with general compliance and risk issues, KYC, KYT and structures (holding companies, trusts,);
  • Strong knowledge of financial markets;
  • Autonomous and very hands on, ability to manage a variety of different tasks (reporting, cashflow forecast, point of contact with clients and thirdparty providers, follow special investments, coordination,);
  • Client centric;
  • Proactive, resultsorientated and with the ability to manage client and client's ecosystem expectations;
  • Fluent in French and English;
  • At ease with numbers and using Excel spreadsheets and PowerPoint;
  • Must be resident in Switzerland.
- ref: CRM/AJ/DG
Note:

  • We will not accept any CVs via agencies
    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._