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 market and be the point of entry for all operational requests from bankers or clients.

Tasks

• Responsible for day to day client relationship management and communication with clients to review client accounts, guidelines, restrictions and requirements in conjunction relationship managers.
• Lead the end-to-end account opening process taking into consideration the local regulatory specificities that drive the documentation requirements. Account Maintenance.
• Lead KYC information gathering and update documents in the systems as needed.
• Organization of incoming and outgoing correspondence (telephone, fax, email, post) adhering to the confidentiality guidelines and the required procedures.
• Process workflow requests in the systems (credit lines, etc.).
• Close coordination with the zone’s Business Risk Manager and or/compliance to resolve any risk & compliance matters.
• Process Credit requests. Managing the levels/ margin calls /renewals of the facilities and contacting clients if needed.
• Receive and transmit orders: buy/sell trades (as per client instruction). Process payments and transfers. Perform cash management: FX transactions, etc.
• Establish effective working relationships with other Pictet employees.
• Help in the preparation of client visits and attending meetings when required.
• Adhere to all existing policies and directives and support the implementation of new ones where needed.
• Fully adheres to FCA rules and guidelines.

Profile / Your qualification / Your personality

• Degree level education.
• FCA competent, holding IAD or IMC qualification.
• Must have experience in similar role within Private Banking/wealth management environment.
• Possesses IT skills and knowledge of relevant software packages and on-line information systems.
• Service orientated, outgoing and professional.
• Understand client documentation and internal processes of a wealth manager.
• Good knowledge of regulatory dimensions (UKRND, cross-border, R&C, FATCA, CRS, etc).
• Reliable and resilient, with a strong sense of responsibility and an ability to multi-task and prioritize.
• Solutions-oriented and proactive mindset.
• Excellent communication and presentation skills, both written and oral.
• Fluency in English, French would be an asset.

Contact

Ian Holmes

Global Head of Learning and Talent Development

Location

5 Stratton Street, GB-W1J 8LA London