Client Relationship Officer - 9-month contract

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Client Relationship Officer - 9-month contract, London

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Client:

Pictet

Location:

London, United Kingdom

Job Category:

Customer Service

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EU work permit required:

Yes

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Job Reference:

9c5ac1659df3

Job Views:

8

Posted:

26.04.2025

Expiry Date:

10.06.2025

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Job Description:

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 with relationship managers.

Lead the end-to-end account opening process, considering local regulatory specificities that influence documentation requirements. Account Maintenance.

Lead KYC information gathering and update documents in the systems as needed.

Organize incoming and outgoing correspondence (telephone, fax, email, post) following confidentiality guidelines and procedures.

Process workflow requests in the systems (credit lines, etc.).

Coordinate closely with the zone’s Business Risk Manager and compliance to resolve risk & compliance issues.

Process credit requests, manage levels/margin calls/renewals of facilities, and contact clients if needed.

Receive and transmit orders: buy/sell trades as per client instructions. Process payments and transfers. Perform cash management including FX transactions.

Establish effective working relationships with other Pictet employees.

Assist in preparing for client visits and attend meetings when required.

Adhere to all policies and directives, supporting new policy implementations.

Ensure full compliance with FCA rules and guidelines.

Your profile

Degree-level education.

FCA competent, holding IAD or IMC qualification.

Experience in a similar role within Private Banking/wealth management.

IT skills and knowledge of relevant software and online systems.

Service-oriented, outgoing, and professional.

Knowledge of client documentation and internal processes of a wealth manager.

Good understanding of regulatory dimensions (UKRND, cross-border, R&C, FATCA, CRS, etc.).

Reliable, resilient, responsible, capable of multi-tasking and prioritizing.

Solutions-oriented, proactive mindset.

Excellent communication and presentation skills, both written and oral.

Fluency in English; French is an asset.

REF. CRO/MI/DEM

Note

We will not accept CVs via agencies.

Diversity & Inclusion

Pictet is an equal opportunity employer committed to diversity and inclusion in the workplace.