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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: Full-time role with opportunities for professional growth and a diverse workplace.
- Why this job: Be the key contact for clients and make a real impact in wealth management.
- Qualifications: Degree level education and experience in private banking or wealth management.
- Other info: Fluency in English required; French is a plus. Embrace a culture of diversity and inclusion.
The predicted salary is between 36000 - 60000 £ per year.
Overview
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 online 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.
Additional information
- Seniority level: Entry level
- Employment type: Full-time
- Job function: Finance and Sales
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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 a lead on that perfect Client Relationship Officer role!
✨Tip Number 2
Prepare for those interviews! Research Pictet Wealth Management thoroughly. Understand their services and values, and think about how your skills align with their needs. Practise common interview questions and prepare some thoughtful questions to ask them too.
✨Tip Number 3
Show off your skills! If you have experience with KYC processes or client account management, be ready to discuss specific examples. Use the STAR method (Situation, Task, Action, Result) to structure your answers and make a lasting impression.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to engage directly with us. Good luck, and let’s get you that job!
We think you need these skills to ace Client Relationship Officer
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Client Relationship Officer. Highlight your experience in private banking and wealth management, and don’t forget to mention any relevant qualifications like IAD or IMC.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your communication skills and explain why you’re the perfect fit for the role. Be sure to mention your understanding of client documentation and regulatory requirements.
Showcase Your IT Skills: Since the role involves using various software packages and online systems, make sure to highlight your IT skills. Mention any specific tools you’ve used in previous roles that relate to client relationship management.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re proactive and genuinely interested in joining us 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 professionally. Think about examples where you've successfully managed client communications or resolved issues.
✨Be Proactive and Solutions-Oriented
Employers love candidates who can think on their feet. Come prepared with examples of how you've tackled challenges in previous roles. Highlight your proactive mindset and how it has led to successful outcomes for clients.
✨Dress the Part and Be Professional
First impressions matter! Dress smartly and maintain a professional demeanor throughout the interview. This role requires a service-oriented attitude, so showing that you take the opportunity seriously will go a long way.
