Client success manager Jobs in Genf

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