Client Relationship Manager
vor 1 Tag
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Pictet Wealth Management (PWM) combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned 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 day-to-day 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 third-party providers, follow special investments, coordination, …);
- Client centric;
- Pro-active, results-orientated 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.
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.
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