Client Relationship Officer - Private Custody Asset Services | London, UK

Pictet; London; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading wealth management firm in London seeks a Client Relationship Officer to manage client relationships and ensure excellent service. The candidate should have strong knowledge of asset servicing and the UK Wealth Management industry, alongside proven client-service skills. This role offers opportunities for professional growth in a dynamic environment.

Qualifications

• Strong knowledge of asset servicing.
• Good knowledge of the UK Wealth Management industry.
• Proven client-service experience.

Responsibilities

• Provide outstanding service and expand client relationships.
• Support onboarding of new client accounts.
• Collaborate with various teams to implement new business relationships.

Skills

Knowledge of asset servicing

Client-facing experience

Understanding of UK Wealth Management

Diplomatic communication

Attention to detail

Risk-management awareness

Language skills (French or German)

Tools

MS Office

Banking systems

Job description

Client Relationship Officer - Private Custody Asset Services

Client Relationship Officer - Private Custody Asset Services

Client Relationship Officer - Private Custody Asset Services

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.

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