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Client success manager Jobs in Genf

Zuletzt aktualisiert: vor 5 Tagen
Client Relationship Manager

Client Relationship Manager

Pictet & CieGeneva, Switzerland
Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Client Advisor

Client Advisor

WIPOGeneva, CH, Switzerland
Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Client Solutions Manager - Global Business Solutions Switzerland

Client Solutions Manager - Global Business Solutions Switzerland

TikTokGeneva
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Client Relationship Officer

Client Relationship Officer

Start EmploiGenève, CH
Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
SuisseMaids PRO | Service Satisfaction Client

SuisseMaids PRO | Service Satisfaction Client

SuisseMaidsGeneva, Switzerland
Quick Apply
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  • Gesponsert
Business Risk Manager - Client Lifecycle FR / ENG

Business Risk Manager - Client Lifecycle FR / ENG

Michael PageGeneva, CH
Mehr anzeigenZuletzt aktualisiert: vor 6 Tagen
Marketing Manager / Customer Success Manager (m / w / d) Digital

Marketing Manager / Customer Success Manager (m / w / d) Digital

VoltimumVoltimum, Geneva, CH
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Client Service Executive

Client Service Executive

Lotus PartnersGeneva, Switzerland
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Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
  • Gesponsert
Client Advisor

Client Advisor

Bulgari Horlogerie SAGenève, CH
Mehr anzeigenZuletzt aktualisiert: vor 10 Tagen
Client Service Manager, Creative Excellence

Client Service Manager, Creative Excellence

IpsosGenève, Switzerland
Mehr anzeigenZuletzt aktualisiert: vor 21 Tagen
Client Relationship Manager Legal (Zürich / Geneva)

Client Relationship Manager Legal (Zürich / Geneva)

Lexius SearchZürich / Geneva
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Client Program Specialist

Client Program Specialist

Engineering Management SelectionGeneva, CH
Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Senior IT Project Manager - SAP Success Factors

Senior IT Project Manager - SAP Success Factors

SynechronGeneva, Geneva, Switzerland
Mehr anzeigenZuletzt aktualisiert: vor 21 Tagen
Client Database Project Manager (F / M)

Client Database Project Manager (F / M)

Van Cleef & ArpelsGenève, GE, CH
Unbefristet
Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Business Risk Manager - Client Lifecycle FR / ENG

Business Risk Manager - Client Lifecycle FR / ENG

Michael Page SuisseGeneva, Genève, CH
Mehr anzeigenZuletzt aktualisiert: vor 5 Tagen
Customer Success Specialist, UpLink

Customer Success Specialist, UpLink

World Economic ForumGeneva
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Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Client Manager Digital Banking Support - Renens (50-100%)

Client Manager Digital Banking Support - Renens (50-100%)

UBSGeneva, Switzerland
Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
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Client Relationship Manager

Client Relationship Manager

Pictet & CieGeneva, Switzerland
Vor 30+ Tagen
Stellenbeschreibung

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

  • 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 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.
  • 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