Client Relationship Manager

vor 2 Wochen

Schweiz Pictet Vollzeit
Your teamPictet 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/DGNoteWe will not accept any CVs via agenciesDiversity & InclusionPictet is an equal opportunity employer and is committed to creating a diverse environment. We respect all individuals and seek their inclusion in the workplace.Requisition ID120413- Posted03/06/2024-Switzerland-Geneva-Experienced Professionals-Activity area (1)Wealth management - Investment Platform

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