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For Companies At a Glance
- Tasks: Manage client relationships and support operational requests in a dynamic financial environment.
- Company: Join Pictet Wealth Management, a prestigious firm with over 200 years of Swiss banking heritage.
- Benefits: Enjoy a professional work culture with opportunities for growth and development.
- Why this job: Be part of a team that values diversity and inclusion while making a real impact in wealth management.
- Qualifications: Degree level education and experience in private banking or wealth management required.
- Other info: Fluency in English is essential; French is a plus. FCA qualifications are necessary.
The predicted salary is between 36000 - 60000 £ per year.
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.
Your role
- 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.
Your profile
- 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.
Ref: CRO/MI/MS
Note
We will not accept any CVs via agencies
Diversity & Inclusion
Pictet is an equal opportunity employer and is committed to creating a diverse environment. We respect all individuals and seek their inclusion in the workplace.
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Client Relationship Officer | London, UK employer: Pictet
Contact Detail:
Pictet Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Relationship Officer | London, UK
✨Tip Number 1
Familiarise yourself with the specific regulatory requirements in the UK, such as FCA rules and guidelines. This knowledge will not only help you in your role but also demonstrate your commitment to compliance during interviews.
✨Tip Number 2
Network with professionals in the private banking and wealth management sectors. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the company culture at Pictet.
✨Tip Number 3
Brush up on your communication skills, especially in a client-facing context. Practice articulating complex financial concepts clearly and concisely, as this will be crucial when interacting with clients and relationship managers.
✨Tip Number 4
Showcase your IT skills by becoming proficient in relevant software packages used in wealth management. Being tech-savvy can set you apart from other candidates and demonstrate your ability to adapt to the tools used at Pictet.
We think you need these skills to ace Client Relationship Officer | London, UK
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client relationship management, particularly within private banking or wealth management. Use specific examples that demonstrate your skills in communication, compliance, and account management.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your qualifications, such as your FCA competence and any relevant certifications like IAD or IMC, and explain how they make you a suitable candidate for the position.
Highlight Regulatory Knowledge: Since the role requires knowledge of regulatory dimensions, ensure you mention your familiarity with UKRND, FATCA, and CRS in your application. This will show that you understand the compliance aspects crucial to the position.
Showcase Communication Skills: Given the importance of communication in this role, provide examples in your application that demonstrate your excellent written and oral communication skills. If you speak French, be sure to highlight this as an asset.
How to prepare for a job interview at Pictet
✨Understand the Role Thoroughly
Before your interview, make sure you have a solid grasp of the responsibilities of a Client Relationship Officer. Familiarise yourself with the specific tasks mentioned in the job description, such as KYC processes and client communication. This will help you demonstrate your knowledge and enthusiasm for the role.
✨Showcase Your Regulatory Knowledge
Given the importance of compliance in this position, be prepared to discuss your understanding of relevant regulations like FCA rules, FATCA, and CRS. Highlight any experience you have in navigating these regulatory frameworks, as it will show that you are well-equipped to handle the complexities of the role.
✨Demonstrate Strong Communication Skills
As a Client Relationship Officer, excellent communication is key. Practice articulating your thoughts clearly and confidently. You might also want to prepare examples of how you've effectively communicated with clients or colleagues in the past, especially in challenging situations.
✨Prepare Questions for Your Interviewers
Interviews are a two-way street, so come prepared with insightful questions about the company culture, team dynamics, and expectations for the role. This not only shows your interest but also helps you assess if the company is the right fit for you.
