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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 leader in private banking with a rich heritage.
- Benefits: Competitive salary, professional development, and a diverse workplace culture.
- Why this job: Make a real impact by supporting clients and enhancing their wealth management experience.
- Qualifications: Degree level education and experience in private banking or wealth management.
- Other info: Opportunity to grow in a supportive and inclusive team.
The predicted salary is between 36000 - 60000 £ per year.
Career Opportunities: Client Relationship Officer (123551)
Requisition ID123551-Posted –United Kingdom–London– Activity area (1) –Experienced Professionals
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 aClient 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.
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 employer: Pictet Group
Contact Detail:
Pictet Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Relationship Officer
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and wealth management sectors. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. Practise common interview questions and think of examples from your past experiences that showcase your skills relevant to the Client Relationship Officer role.
✨Tip Number 3
Follow up after interviews! A simple thank-you email can go a long way. It shows your appreciation and keeps you fresh in the interviewer's mind. Plus, it’s a great opportunity to reiterate your enthusiasm for the position.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Keep an eye on our listings and make sure your application stands out!
We think you need these skills to ace Client Relationship Officer
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Relationship Officer role. Highlight your experience in client management and any relevant qualifications, like your FCA competency. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about wealth management and how you can contribute to our team. Keep it professional but let your personality come through – we love a bit of character!
Showcase Your Communication Skills: Since this role involves a lot of client interaction, make sure your written application reflects your excellent communication skills. Use clear and concise language, and don’t forget to proofread for any typos or errors – we appreciate attention to detail!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Pictet Group
✨Know Your Stuff
Make sure you understand the ins and outs of client relationship management, especially in a wealth management context. Brush up on regulatory requirements like FCA rules and KYC processes, as these will likely come up during your chat.
✨Showcase Your Communication Skills
As a Client Relationship Officer, communication is key. Prepare to demonstrate your ability to convey complex information clearly and effectively. Think about examples from your past roles where you successfully managed client communications or resolved issues.
✨Be Ready for Scenario Questions
Expect questions that put you in hypothetical situations related to client management. Practice how you would handle various scenarios, such as dealing with a difficult client or managing compliance issues. This shows your problem-solving skills and proactive mindset.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready. Inquire about the team dynamics, the challenges they face in client management, or how they measure success in this role. This not only shows your interest but also helps you gauge if the company is the right fit for you.
