Client Relationship Officer (m|f|x) London

Your team Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The partner-owned financial services group provides a comprehensive offering for wealthy individuals and families, including discretionary and advisory investment solutions and family office services.

A position is open for a Client Relationship Officer in our London office. You will be supporting the UK team and be the point of entry for all operational requests from bankers or clients.

Aufgaben

• Responsible for day-to-day client relationship management and communication with clients to review client accounts, guidelines, restrictions, and requirements in conjunction with relationship managers.
• Lead the end-to-end account opening process, considering local regulatory specificities that drive documentation requirements.
• Account Maintenance.
• Lead KYC information gathering and update documents in the systems as needed.
• Organize incoming and outgoing correspondence (telephone, fax, email, post), adhering to confidentiality guidelines and procedures.
• Process workflow requests in the systems (credit lines, etc.).
• Coordinate with the zone’s Business Risk Manager and compliance to resolve risk & compliance matters.
• Process credit requests, manage levels/margin calls/renewals of facilities, and contact clients if needed.
• Receive and transmit orders: buy/sell trades (per client instructions).
• Process payments and transfers.
• Perform cash management: FX transactions, etc.
• Establish effective working relationships with other Pictet employees.
• Assist in preparing for client visits and attend meetings when required.
• Adhere to all policies and directives and support implementing new ones.
• Comply fully with FCA rules and guidelines.

Profil / Ihre Qualifikation / Ihre Persönlichkeit:

• Degree level education.
• FCA competent, holding IAD or IMC qualification.
• Experience in a similar role within Private Banking/wealth management.
• IT skills and knowledge of relevant software and online systems.
• Service-oriented, outgoing, and professional.
• Understanding of client documentation and internal processes of a wealth manager.
• Good knowledge of regulatory dimensions (UKRND, cross-border, R&C, FATCA, CRS, etc.).
• Reliable, resilient, responsible, and able to multi-task and prioritize.
• Solutions-oriented and proactive.
• Excellent communication and presentation skills, both written and oral.
• Fluent in English; French is an asset.

Kontakt

Ian Holmes

Global Head of Learning and Talent Development

Standort

5 Stratton St, GB-W1J 8LA London