Client Relationship Manager

Vor 3 Tagen


Geneve, Schweiz PICTET Vollzeit

**Your team**:

- 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.
- 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._



  • Geneve, Schweiz Finders SA Vollzeit

    **Client**: A leading, global multi family office offering a close-knit, collegial, fast-paced Geneva office team to join. **Position**: Are you a worker bee, hungry and driven for a new challenge? A client that Finders know intimately so can help explain the culture to any prospective, suitable applicant for this exciting client relationship management...


  • Geneve, Schweiz OPTIMA PARTNERS Vollzeit

    **Head of Client Relationship Management** For our client, a Geneva based bank active in Wealth Management, we are currently looking for a Head Client Relationship Management. In this role, your main objectives are to lead and motivate a team of Relationship Managers and Assistant Relationship Managers. You act as a role model and ambassador for the Bank....

  • Relationship Manager

    vor 2 Wochen


    Geneve, Schweiz OPTIMA PARTNERS Vollzeit

    **RELATIONSHIP MANAGER - Nordics** For our client, a human sized Zurich based private bank, we are currently looking for a Relationship Manager to cover the Nordic markets. The Relationship Manager will be working within the bank’s Wealth Management department. We are looking for a person who is eager to develop herself as a Relationship Manager and to...


  • Geneve, Schweiz BCP – BANQUE DE COMMERCE ET DE PLACEMENTS Vollzeit

    Established in 1963 as a Swiss bank, bcp.bank segments its activities into two well-established core businesses: Commodity _ - Trade Finance and Wealth Management. These are reinforced by our expert Treasury services. bcp.bank enjoys a solid _ - reputation as a high-quality service provider in all of its banking fields. Founded under Swiss Banking Law and...


  • Geneve, Schweiz Finders SA Vollzeit

    **Client**: Human-sized, traditional Swiss private bank of long-standing repute who offer bespoke private banking services to HNWIs and UHNWIs of different generations. They specialise in primarily Swiss-resident private clients, as well as European clients. A family-run bank, able to trace its history over hundreds of years with strong human values as well...


  • Geneve, Schweiz OPTIMA PARTNERS Vollzeit

    **ASSOCIATE RELATIONSHIP MANAGER - Swiss German** For our client, a human sized Zurich based private bank, we are currently looking for a Relationship Manager. The Relationship Manager will be working within the bank’s Wealth Management department. We are looking for a person who is eager to develop herself as a Relationship Manager and to contribute to...


  • Geneve, Schweiz UNION BANCAIRE PRIVÉE, UBP SA Vollzeit

    **Assistant Relationship Manager**: **Mission**: Assist the relationship manager(s) in opening new relationships and serving clients, in compliance with the Bank’s internal regulations and guidelines. **Challenges**: **Main responsibilities**: Relations with private clients and marketing (in strict compliance with the regulatory framework, the Bank’s...


  • Geneve, Schweiz Albedis Vollzeit

    **INTRODUCTION**: FOR OUR CLIENT, A LEADING PRIVATE BANK, WE ARE SEEKING AN **ASSISTANT RELATIONSHIP MANAGER - WEALTH MANAGEMENT** POSITION BASED IN **GENEVA** **ASSIGNMENT DESCRIPTION**: - Execute **clients' instructions** accurately and timely, including transfers, trades, information requests, etc - Assist with **account opening **and KYC review for...


  • Geneve, Schweiz Candriam Vollzeit

    Internship - Client Relationship Support Switzerland H/F **Position description** **Business unit **Sales and Distribution - Client Relations **Job title **Internship - Client Relationship Support Switzerland H/F **Contract type **Internship **Mission** Internship: 6 - 9 months Type of employment: Full Time Location: Geneva, Switzerland Start date:...


  • Geneve, Schweiz Julius Baer Vollzeit

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. The Assistant Relationship Manager (ARM) Private Banking supports one or more Relationship Manager(s) (RM)/ Team Head(s)...


  • Geneve, Schweiz UNION BANCAIRE PRIVÉE, UBP SA Vollzeit

    **Assistant Relationship Manager - Latam - Portuguese Speaker -**: **Description**: Wealth Management (WM) As it plays such a major part in our strategy, we are investing significantly in Wealth Management to fuel our growth, particularly in Europe (onshore), the Middle East, Eastern Europe, Latin America and Asia. We provide a complete range of private...


  • Geneve, Schweiz SYZ GROUP Vollzeit

    **Purpose of the role**: Support a Relationship Manager and become his trusted client service officer, supporting We are looking for a person that has a particular interest and good understanding of investment products, that is eager to learn and contribute to the team’s success, and that possesses all the key competencies to evolve as a Junior...


  • Geneve, Schweiz Julius Baer Vollzeit

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. The Assistant Relationship Manager (ARM) Private Banking supports one or more Relationship Manager(s) (RM)/ Team Head(s)...


  • Geneve, Schweiz Julius Baer Vollzeit

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. The Assistant Relationship Manager (ARM) Private Banking supports one or more Relationship Manager(s) (RM)/ Team Head(s)...


  • Geneve, Schweiz SYZ GROUP Vollzeit

    **Maternity cover ( 6 months )** If you are passionate about meeting client needs, want to challenge the status quo and be part of an innovative environment and future, the Syz Group can bring you what you are looking for. Working at Syz takes a blend of collaboration, entrepreneurial spirit and willingness to pull together. In return for your talent and...

  • Relationship Manager

    vor 2 Wochen


    Geneve, Schweiz OPTIMA PARTNERS Vollzeit

    **Relationship Manager - EAM** On behalf of a Swiss private bank in Zurich, we are looking for a Relationship Manager - External Asset Managers (EAMs) to join an evolving team. **Your responsibilities**: - Develop a book of EAM and onboard new EAM - Dealing with demanding Independent Managers and Multi Family Offices in German-speaking Switzerland (and...

  • Client Service Manager

    vor 2 Wochen


    Geneve, Schweiz Barings Vollzeit

    Posted by - Jo-Ann Browne- Recruiter The main purpose of this role is to be responsible for the successful resolution of day-to-day administrative and operational client queries, acting as the key daily contact point for designated clients in Switzerland, France and Italy. This will require commitment and accountability for the success of regular client...


  • Geneve, Schweiz Barings Vollzeit

    At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients. We...


  • Geneve, Schweiz Academic Work Vollzeit

    Tu bénéficies d'une première expérience réussie en tant que relationship manager? Tu parles le français et l'anglais couramment? Tu es responsable, adaptable et engagé/e? Tu souhaites un poste à responsabilités axé sur la conquête client et le conseil client au sein d'une structure stable aux valeurs fortes? Postule vite! **À propos du...


  • Geneve, Schweiz Louis Vuitton Vollzeit

    POSTE OVERALL MISSION As a Private Client Relations Manager you are a brand ambassador for the Maison and a role model of client relationship building for our stores across Central Europe which encompasses Switzerland, Austria, Czech Republic, Hungary and Romania. Reporting to the Director of Client Development and Events and as part of the local...