• Home
  • Job
  • Client Relationship Manager

Client Relationship Manager

PICTET | Geneva, GE | CH

Welcome to the Latest Job Vacancies Site 2024 and at this time we would like to inform you of the Latest Job Vacancies from the PICTET with the position of Client Relationship Manager - PICTET which was opened this.

If this job matches your qualifications, please send your application directly through our latest Job site. Indeed, every job is not easy to apply because it must meet several qualifications and requirements that we must meet in accordance with the standard criteria of the Company who are looking for potential candidates to work. Good job information Client Relationship Manager - PICTET below matches your qualifications. Good Luck: D

You will manage client relationships and act as a point of contact for clients within the Pictet Investment Office (PIO). Acting as a backup to other CRMs;...

Your team Pictet Wealth Management (PWM) combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial services group offers a comprehensive service for wealthy individuals and families, including discretionary and advisory investment solutions and family office services. You will manage client relationships and act as a point of contact for clients within the Pictet Investment Office (PIO).
Your role
  • Managing client relationships, focusing on UHNWI, and acting as a dedicated point of contact for day-to-day activities;
  • Coordinating and overseeing complex holding and succession structures (such as trusts), comprising of tangible assets, and keeping track of new legal trends/increasing requirements;
  • Working closely and coordinating with other departments within the Bank (bankers, compliance, reporting, credit, other business lines, tax) and external service providers (lawyers, trustees, personal staff);
  • Coordinating and implementing budget expenditure;
  • Coordinating cash flow forecasts/daily payment process and validation;
  • Coordinating client projects, setting up dedicated reporting and monitoring;
  • Coordinating specific client’s commercial transactions;
  • Acting as a backup to other CRMs;
  • Maintaining a high level of professionalism and confidentiality in all client interactions.

Your profile
  • Graduate degree with 8 to 10 years’ proven experience in private banking or working for private clients/UHNWI and TEP qualification and/or legal background;
  • Ideally a postgraduate degree such as a Master’s degree, CIIA or CFA;
  • Proven knowledge in dealing with general compliance and risk issues, KYC, KYT and structures (holding companies, trusts, …);
  • Strong knowledge of financial markets;
  • Autonomous and very hands on, ability to manage a variety of different tasks (reporting, cashflow forecast, point of contact with clients and third-party providers, follow special investments, coordination, …);
  • Client centric;
  • Pro-active, results-orientated and with the ability to manage client and client’s ecosystem expectations;
  • Fluent in French and English;
  • At ease with numbers and using Excel spreadsheets and PowerPoint;
  • Must be resident in Switzerland.

ref: CRM/AJ/DG 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.

Information :

  • Company : PICTET
  • Position : Client Relationship Manager
  • Location : Geneva, GE
  • Country : CH

How to Submit an Application:

After reading and knowing the criteria and minimum requirements for qualifications that have been explained from the Client Relationship Manager job info - PICTET Geneva, GE above, thus jobseekers who feel they have not met the requirements including education, age, etc. and really feel interested in the latest job vacancies Client Relationship Manager job info - PICTET Geneva, GE in 03-06-2024 above, should as soon as possible complete and compile a job application file such as a job application letter, CV or curriculum vitae, FC diploma and transcripts and other supplements as described above, in order to register and take part in the admission selection for new employees in the company referred to, sent via the Next Page link below.

Next Process

Attention - In the recruitment process, legitimate companies never withdraw fees from candidates. If there are companies that attract interview fees, tests, ticket reservations, etc. it is better to avoid it because there are indications of fraud. If you see something suspicious please contact us: support@joboio.com

Post Date : 03-06-2024

Recomendations Jobs