Executive Appointment Mandate
ID: EX-1008431238906
Client Relationship Officer - 12-month contract
Compensation Bracket
Salary Disclosed on Application
Tenure & Discipline
Executive Full-Time
Jurisdiction
United States
Statutory Visa Pathway
US Immigrant / H-1B
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Official Verified Employer • $0 Candidate Fees
Executive Mandate Specification
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 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/DEM
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.
Statutory Executive Benefits & Governance
- Executive Health, Vision & Dental Coverage with Global Provider Options
- Corporate Pension Auto-Enrolment / 401(k) Retirement Plan with Fiduciary Matching
- Annual Discretionary Performance Incentive & Long-Term Equity Participation
- Executive Leave Allotment, Statutory Holidays & Dedicated Health Care Reserves
- US Department of Labor & E-Verify Work Authorization Sponsorship
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