Client Relationship Officer - Private Custody Asset Services

Pictet; London; On-site; GBP 45,000 - 65,000; Full time

Job summary

A leading wealth management firm in London is seeking a Client Relationship Officer to manage client accounts and enhance service delivery. Responsibilities include onboarding new clients, ensuring compliance, and managing key client relationships. The ideal candidate will possess strong asset servicing knowledge and excellent communication skills, with the ability to navigate complex situations effectively. French or German language skills are a plus, and the position offers a collaborative work environment.

Benefits

Equal opportunity employer

Diverse work environment

Qualifications

• Strong knowledge of asset servicing and client-facing activity.
• Proven client-service experience with relationship-building abilities.
• Ability to manage sensitive situations with diplomacy.

Responsibilities

• Provide outstanding service and expand client relationships.
• Support onboarding of new accounts and compliance evaluations.
• Manage risk and compliance matters for client portfolios.

Skills

Client-facing activity

Asset servicing knowledge

UK Wealth Management industry

Communication skills

Organizational skills

Compliance knowledge

French language skills

German language skills

Tools

MS Office

Banking systems

Job description

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Client Relationship Officer - Private Custody Asset Services, London

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Client:

Pictet

Location:

London, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

a2ef5703bf41

Job Views:

5

Posted:

12.08.2025

Expiry Date:

26.09.2025

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Job Description:

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 in 27 offices in financial cen-tres worldwide, currently employing over 4300 people. Pictet has been present in London since 1990, and employs near 400 people.

Pictet Asset Services (PAS) provides custody, fund services and trading solutions for external asset managers, fund managers and institutional clients. We manage every aspect of the asset servicing value chain and our range of bespoke solutions include value-adding analytics, trading strategy support and digital front-end interfaces de-signed to provide an unrivalled customer experience.

Your role

› As the primary point of contact for clients in the UK, provide an outstanding level of service and expand relationships whilst ensuring daily queries are swiftly resolved such as payments and cash sweeping.
› Support the onboarding of new end-client accounts by evaluating end-client compliance, tax profiles, and ensuring all documentation is completed. Set up new client account structures and pricing information within the Pictet banking system and oversee the account-closing process.
› Collaborate with Business Development, Senior Client Relationship Managers, Compliance, and Banking Operations teams to implement new business relationships, particularly in the preparation of operating memorandum.
› Nurture long-term relationships with key client stakeholders and partner with Client Relationship Managers to identify new client needs. Present the full range of the Pictet Group’s services, monitoring client satisfaction as well as management of annual service reviews.
› Manage risk and compliance matters for assigned client portfolios, updating relevant documents and KYC processes, as well as running risk controls.
› Maintain comprehensive records in our Client Relationship Manager tool.

Your profile

› Strong knowledge of asset servicing as well as experience of client-facing activity.
› Good knowledge of the UK Wealth Management industry.
› Proven client-service experience with the ability to build strong relationships through technical know-how as well as a capacity to deliver solutions.
› A flexible service-oriented approach coupled with an ability to manage sensitive situations that may require both a sense of diplomacy and technical expertise.
› Clear communicator with a proven ability to build strong external and internal networks with international teams.
› Keen sense of initiative and independence to ensure that is-sues are resolved promptly.
› Solid attention to detail and excellent organisation skills, you will be capable of managing multiple priorities and working independently.
› Solid compliance knowledge and risk-management awareness.
› Expert user of MS Office and banking systems
› French or German language skills are advantageous.

Note

CRO/FH/RL

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.