Client Relationship Manager

at  Pictet

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).

• 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.