Client Relationship Manager

vor 3 Wochen

Genf, Genf, Schweiz Pictet Vollzeit

About the Role

Pictet Wealth Management is seeking a skilled Client Relationship Manager to join our team. As a CRM, you will be responsible for managing client relationships and acting as a point of contact for clients within the Pictet Investment Office (PIO).

Key Responsibilities

  • 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, 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.

About You

As a successful CRM, you will have a 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.

Requirements

  • 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.

What We Offer

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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