Client Relationship Officer

Job title:

Client Relationship Officer

Company

Pictet

Job description

Your teamThe Pictet group is one of the world’s leading independent wealth and asset managers. Founded in 1805 and headquartered in Geneva, Switzerland, the Group is represented in 30 offices in financial centres worldwide, currently employing over 4600 people. Pictet has been present in Singapore for more than 25 years where it employs over 200 people.Your role

• Assist RMs in all aspects of client service and administrative support.
• Respond to all client queries and capable of resolving most issues and requests.
• Take and execute client orders, including but not limited to money market, securities and FX transactions.
• Monitor daily cash management activities.
• Prepare and handle of account opening documents and compliance with AML requirements.
• Prepare credit excess reports.
• Ensure client’s records / accounts / investments / market information are current and information updates are timely maintained with relevant accompanying correspondences and meeting reports.
• Ensure necessary follow-up actions are promptly taken on various operational matters e.g. deficiency and outstanding documentation.
• Prepare relevant files and account reports for portfolio manager / banker prior to meeting with clients.
• Participate and contribute at PBA meetings to enhance sharing and feedback among teams.
• Provide back-up for other team members when required.
• Ensure fit-and-proper requirements are met (e.g. CPD requirements, complete mandatory training etc.) as stipulated by the regulators.
• Liaise with head office for any administrative issues.

Your profile

• University degree or equivalent, preferably in Economics or Finance.
• Relevant work experience with at least 5 years’ experience in client servicing roles within Private Banking business.
• Strong understanding of financial products and services
• Number orientated and experience with Multi-Family Office and trust set-ups
• Good knowledge of Avaloq is a plus.
• Excellent interpersonal, communication and client interfacing skills.
• Experience with managing internal and external clients.
• Familiar with AML and compliance requirements within the Private Banking space.
• CACS Papers 1 and 2 (pre-requisites), CMFAS M1B or M3, and M5 would be advantageous.

NoteWe will not accept any CVs via agenciesDiversity & InclusionPictet is an equal opportunity employer and is committed to creating a diverse environment. We respect all individuals and seek their inclusion in the workplace.

Expected salary

Location

Singapour – Genève

Job date

Fri, 06 Jun 2025 06:22:52 GMT

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