Client Relationship Officer

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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 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/or 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 the implementation of new ones.
• Ensure full compliance with FCA rules and guidelines.

Your profile

• Degree-level education.
• FCA competent, holding IAD or IMC qualification.
• Experience in a similar role within Private Banking/wealth management environment.
• IT skills and knowledge of relevant software packages and online information systems.
• Service-oriented, outgoing, and professional demeanor.
• 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, with a strong sense of responsibility, and able to multi-task and prioritize.
• Solutions-oriented and proactive mindset.
• Excellent communication and presentation skills, both written and oral.
• Fluency in English; French is an asset.

Note

We will not accept any CVs via agencies.

Our 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 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/or 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 the implementation of new ones.
• Ensure full compliance with FCA rules and guidelines.

Your profile

• Degree-level education.
• FCA competent, holding IAD or IMC qualification.
• Experience in a similar role within Private Banking/wealth management environment.
• IT skills and knowledge of relevant software packages and online information systems.
• Service-oriented, outgoing, and professional demeanor.
• 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, with a strong sense of responsibility, and able to multi-task and prioritize.
• Solutions-oriented and proactive mindset.
• Excellent communication and presentation skills, both written and oral.
• Fluency in English; French is 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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