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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, a prestigious firm with over 200 years of Swiss banking expertise.
- Benefits: Enjoy a collaborative culture, professional development opportunities, and a chance to make an impact.
- Why this job: Be part of a team that values service excellence and client satisfaction 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 team 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 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 implementing new ones.
- Comply fully 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.
- IT skills and knowledge of relevant software and online systems.
- Service-oriented, outgoing, and professional.
- 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, responsible, and able to multi-task and prioritize.
- Solutions-oriented and proactive.
- Excellent communication and presentation skills, both written and oral.
- Fluent in English; French is an asset.
Diversity & Inclusion Pictet is an equal opportunity employer committed to diversity and inclusion in the workplace.
Client Relationship Officer - 9-month contract employer: Pictet
Contact Detail:
Pictet Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Relationship Officer - 9-month contract
✨Tip Number 1
Familiarise yourself with Pictet's values and services. Understanding their wealth management approach and client relationship philosophy will help you align your responses during interviews and demonstrate your genuine interest in the role.
✨Tip Number 2
Network with current or former employees of Pictet, especially those in similar roles. They can provide valuable insights into the company culture and expectations, which can be beneficial for your application and interview preparation.
✨Tip Number 3
Brush up on your knowledge of regulatory frameworks relevant to the role, such as FCA rules and guidelines. Being well-versed in these areas will not only boost your confidence but also show your commitment to compliance and risk management.
✨Tip Number 4
Prepare specific examples from your past experience that showcase your client relationship management skills. Highlight situations where you successfully navigated challenges or improved client satisfaction, as this will resonate well with the hiring team.
We think you need these skills to ace Client Relationship Officer - 9-month contract
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the responsibilities and requirements of the Client Relationship Officer position. Tailor your application to highlight relevant experiences that align with these expectations.
Highlight Relevant Experience: In your CV and cover letter, emphasise any previous experience in client relationship management, particularly within private banking or wealth management. Use specific examples to demonstrate your skills in communication, compliance, and account management.
Showcase Your Qualifications: Make sure to mention your degree level education and any relevant qualifications such as IAD or IMC. If you have knowledge of regulatory dimensions like FATCA or CRS, be sure to include this as it is crucial for the role.
Craft a Strong Cover Letter: Write a compelling cover letter that not only introduces yourself but also explains why you are a great fit for the role. Address how your skills and experiences will contribute to the team at Pictet and express your enthusiasm for the opportunity.
How to prepare for a job interview at Pictet
✨Know Your Client Relationship Management
Familiarise yourself with the principles of client relationship management, especially in a wealth management context. Be prepared to discuss how you would handle client queries and maintain strong relationships, as this is a key part of the role.
✨Understand Regulatory Requirements
Brush up on UK regulatory frameworks such as FCA rules, KYC processes, and compliance matters. Being able to demonstrate your knowledge of these regulations will show that you are well-prepared for the responsibilities of the position.
✨Showcase Your Communication Skills
Since excellent communication is crucial for this role, practice articulating your thoughts clearly and confidently. Prepare examples of how you've effectively communicated with clients or colleagues in past roles.
✨Demonstrate Proactivity and Solutions Orientation
Think of instances where you've taken initiative to solve problems or improve processes. Highlighting your proactive nature will resonate well with the interviewers, as they seek someone who can navigate challenges effectively.
