Client Relationship Officer

il y a 21 heures


Luxembourg PICTET Temps plein

**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 31 offices in financial centers worldwide, currently employing over 5000 people.

**Pictet Wealth Management** combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial service group offers a comprehensive service for wealthy individuals and families including discretionary and advisory investment solutions and family office services.
- We are seeking to recruit a _Client Relationship Officer_ to strengthen our Luxembourg-based team. The Client Relationship Officer will be responsible for all operational dimensions of daily banking activities with the aim to deliver a world-class client experience by ensuring front operational excellence.

**Your role**:

- Be the point of entry for all operational requests from bankers or clients.
- Process payments and transfers while ensuring call backs are systematically performed and support for other transactional activity where needed.
- Ensure telephone call coverage is in place in the team.
- Execute market orders or conduct thorough four-eyes checks on orders placed by colleagues.
- Secure strict follow-up of client documentation.
- Administer the end-to-end account-opening process, taking into consideration local regulatory specificities.
- Procure KYC information and update complementary documents in the systems.
- Process workflow requests in the systems (client codifications, credit card requests, credit lines, pricing exceptions, etc.).
- Adjust to all existing policies and directives and support the implementation of new ones, where needed.
- Build close relationships with relevant internal stakeholders.
- Support assistance with administrative tasks when required.
- Maintain diligent follow-up on all assigned tasks to ensure timely completion.

**Your profile**:

- Bachelor’s degree or similar relevant qualification.
- Minimum 2 to 3 years of experience in a similar function, in a private bank.
- Excellent communication and presentation skills, both written and oral.
- Fluent in French and English, proficiency in Dutch, Swedish, or Danish will be considered a strong advantage.
- Familiarity with banking regulations, tax, AML and KYC is an asset.
- Strong team spirit and open-minded.
- Attention to detail.
- Able to work independently and diligently with a strong sense of responsibility.
- Reliable, flexible and resilient, and the ability to multi-task.
- Service and solutions oriented and proactive mindset.
- A strong interest in financial markets and current international affairs.
- Ref: CRO/SB/MI

**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._


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