Client Engagement Leader

Bank Pictet & Cie (Europe) AG, succursale de Luxembourg; Konz; Vor Ort; EUR 40.000 - 60.000; Vollzeit

Zusammenfassung

A leading wealth management firm in Germany seeks a dedicated Client Relationship Coordinator to serve as the primary contact for clients, manage queries, and produce necessary reports. Candidates should excel in English and French, possess strong communication skills, and be proficient in MS Office. This role demands a proactive attitude towards client satisfaction and efficient handling of multiple deadlines.

Leistungen

Diverse work environment

Commitment to equal opportunity

Qualifikationen

• Proficiency in English and French; any additional language is a plus.
• Strong communication skills for client interactions.
• Proficient in MS Office applications including Word, Excel, and PowerPoint.

Aufgaben

• Act as primary contact for clients, addressing queries efficiently.
• Produce reports and assist with client service meetings.
• Coordinate onboarding for new products and monitor client satisfaction.

Kenntnisse

Excellent command of English and French

Excellent verbal and written communication skills

Excellent modelling & MS Office skills

Efront and / or Jira skills

Jobbeschreibung

Pictet is an investment-led service company, offering wealth management, asset management and related services.

We are an independent investment partnership known for our long‑term mindset, responsible approach to business and entrepreneurial spirit. These principles have defined us since 1805. For our clients, colleagues, and wider society, we always aim to do the right thing and honour our commitment to enduring quality.

With more than CHF 686 billion in assets under management or custody as of December 31st 2023, Pictet is today one of the leading Europe‑based independent wealth and asset managers.

The Group is headquartered in Geneva, where its activities began, and employs more than 5000 employees. With 30 offices, it is also present in Amsterdam, Basel, Barcelona, Brussels, Dubai, Frankfurt, Hong Kong, Lausanne, London, Luxembourg, Madrid, Milan, Monaco, Montreal, Munich, Nassau, Osaka, Paris, Rome, Shanghai, Singapore, Stuttgart, Taipei, Tel‑Aviv, Tokyo, Turin, Verona, Shanghai, New York and Zurich.

Your team

The 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 at 30 offices in financial centres worldwide, and currently employs over 5200 people. Pictet has been present since 1989 in Luxembourg, where it employs over 700 people.

FundPartner Solutions provides a full suite of fund administration and private‑label funds services. The global team of industry experts specialises in fund domiciliation, registration and governance, as well as risk compliance and investment‑management services.

Operations provide secure and efficient processing of Pictet’s banking transactions and investment funds. Our teams ensure all activities follow regulations and manage risks. By developing and maintaining a modern, robust infrastructure, we guarantee reliable, high‑quality services for Pictet wealth management, asset management and real‑estate clients.

You will join the Private assets (including Private Equity, Real Estate, Private Debt, funds and direct investments) Pictet group’s department responsible for providing a full suite of custodian and funds administration services.

Your role

Responsibilities :

• Act as the primary day‑to‑day contact person for clients.
• Address clients’ business issues proactively and efficiently.
• Receive, analyse and promptly resolve inbound client queries.
• Produce and send various reports to clients.
• Support and assist in organising client service review meetings.
• Assist with procedures documentation and administrative tasks (e.g., SLA, operating memorandums, procedures, meeting minutes, etc.).
• Ensure the quality of deliveries and services by collaborating closely with relevant operations teams within the Funds Operations department and the Group.
• Coordinate and assist with the onboarding process for new products and vehicles.
• Maintain and monitor client satisfaction.
• Support the fundraising process for Pictet in‑house vehicles, including subscription process follow‑up and coordination.
• Produce KPIs to monitor service quality and client satisfaction.
• Provide a structured and comprehensive dashboard of all open client queries and follow up with relevant external and internal counterparties.
• Demonstrate technical, automation and digitalisation sensitivity and drive.

Your profile

Specific knowledge :

• Excellent command of English and French. Any other language would be a plus.
• Excellent verbal and written communication skills for dealing with clients.
• Excellent modelling & MS Office skills (Word, Excel, PowerPoint).
• Efront and / or Jira skills would be a plus.

Personal qualities expected :

• Excellent interpersonal skills with the ability to drive change and influence stakeholders at different levels.
• Client‑oriented approach and proactivity.
• The ability to work well under pressure, stay organised and diligent, and manage multiple deadlines.
• Excellent at solving problems and demonstrable experience working on automation and / or digitalisation efforts.
• Ability to meet deadlines and work together with different internal and external third parties.

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.