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Client Relationship Manager
Pictet & CieGeneva, SwitzerlandVor 30+ Tagen
StellenbeschreibungGraduate 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 generalpliance and risk issues, KYC, KYT and structures (holdingpanies, 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.
Your team
Pictet Wealth Management (PWM)bines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial services group offers aprehensive 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 overseeingplex holding and succession structures (such as trusts),prising of tangible assets, and keeping track of new legal trends / increasing requirements;
- Working closely and coordinating with other departments within the Bank (bankers,pliance, 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'smercial transactions;
- Acting as a backup to other CRMs;
- Maintaining a high level of professionalism and confidentiality in all client interactions.
Your profile
ref : CRM / AJ / DG
Note
We will not accept any CVs via agencies
Diversity & Inclusion
Pictet is an equal opportunity employer and ismitted to creating a diverse environment. We respect all individuals and seek their inclusion in the workplace.
Job ID 120413