Client Relationship Officer

Executive Mandate Specification

A position is open for a Client Relationship Officer. You will be supporting two teams and be the point of entry for all operational requests from bankers or clients.

Duties & Responsibilities:

• 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.

The role requires:

• 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. position is open for a Client Relationship Officer. You will be supporting two teams and be the point of entry for all operational requests from bankers or clients.

Duties & Responsibilities:

• 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.

The role requires:

• 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.

Job Type: Full-time

Salary: From £45,000.00 per year

Benefits:

• Company pension
• Life insurance
• Private dental insurance
• Private medical insurance

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus scheme
• Yearly bonus

Work Location: One location

Reference ID: EW2488

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