Client Relationship Officer
Pictet Group Luxemburg
Itzig, LU
il y a 10h
source : Monster

Pictet is an investment-led service company, offering wealth management, asset management and related services. We are a partnership of seven owner managers and our principles of succession and transmission of ownership have remained unchanged since foundation in 1805.

Our purpose is to build responsible partnerships with our clients, communities, and the companies in which we invest, in order to safeguard and transmit wealth, of all kinds, in the service of the real economy.

With more than CHF 576 billion in assets under management or custody at 31 December 2019, Pictet is today one of the leading Europe-based independent wealth and asset managers.

Headquartered in Geneva, Switzerland and founded there, Pictet today employs more than 4,200 people. It has 28 offices in : Amsterdam, Barcelona, Basel, Brussels, Dubai, Frankfurt, Geneva, Hong Kong, Lausanne, London, Luxembourg, Madrid, Milan, Monaco, Montreal, Munich, Nassau, Osaka, Paris, Rome, Singapore, Stuttgart, Taipei, Tel Aviv, Tokyo, Turin, Verona and Zurich. Job description :

Your team

Pictet is seeking to recruit a Client Relationship Officer for the International Market unit of its Luxembourg-based Pictet Wealth Management Division.

Your role

You will be working on the International desk in Luxembourg and be the point of entry for operational requests from bankers or clients.

  • Assisting bankers in the day-to-day relationship with clients and serving as a point of contact for operational and administrative aspects for both clients and bankers.
  • Leading the end-to-end account-opening process, taking into consideration local regulatory specificities that dictate the documentation requirements.
  • Ensuring strict follow up of documentation (pending items, middle office and R&C lists) by contacting clients together with the bankers responsible for the ;
  • Managing documentation flows (archiving and processing physical and electronic forms).
  • Leading KYC information gathering where required and updating complementary documents in the systems when needed.
  • Processing workflow requests in the systems (client codifications, credit card requests, credit lines, pricingexceptions, etc.
  • and ensuring that the relevant client documentation is entered in the systems (memos, orders, etc.).

  • Coordinating closely with the zone’s business risk manager to resolve any risk and compliance ;
  • Leading and organising the prioritisation and remediation of Key Risk Indicators within the team.
  • Adhering to all existing policies and directives and assisting with the implementation of new ones where needed.
  • Processing payments and investment orders while ensuring that call backs are systematically performed, and providing assistance with other transactional activity where ;
  • Building a close relationship with and understanding of the relevant internal stakeholders (MiddleOffice, R&C, etc.) and acting as their point of contact for the team.
  • Ensuring that telephone-call coverage is in place in the team.
  • Assisting with administrative tasks where required.
  • Your profile

  • Certification in commerce / banking, or an equivalent qualification.
  • At least five years’ working experience as a CRO working in private banking.
  • Complete fluency in English and French required; proficiency in an additional language would be a plus.
  • Service orientated with experience and understanding of dealing with private clients and assisting relationship managers.
  • Understanding client documentation and the internal processes of a wealth ;
  • Familiarity with regulatory dimensions (cross-border, R&C, PEP, CARA, FATCA, CRS, etc).
  • Attention to detail.
  • Well organised and structured.
  • Able to work independently and ;
  • Reliable and resilient, with a strong sense of responsibility and an ability to multi-task.
  • Solution oriented and with a proactive mindset.
  • Excellent communication and presentation skills, both written and oral.
  • Strong sense of ethics, values and partnership culture.
  • Strong team spirit.
  • Note

    We will not accept any CVs via agencies. In accordance with the provisions of the Luxembourg law of 23 July 2016 amending the law of 29 March 2013, candidates may be required to provide an extract from their criminal record.

    This document, issued by the authorities, must not be older than three months. Such a document will be requested with the aim of carrying out a character check on candidates, bearing in mind the area of activity of our establishment and, more particularly, the tasks described in the job description.

    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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