Client Relationship Manager

vor 7 Monaten

Geneva, 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.

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