Senior Client Relationship Manager

at  Pictet

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 at 30 offices in financial centres worldwide, and currently employs over 5200 people. Pictet has been present since 1989 in Luxembourg, where it employs over 700 people.
Pictet Asset Services 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 designed to provide an unrivalled customer experience.
As Senior Client Relationship Manager, you will be the Account Manager and escalation point of contact for a book of Professional and Sophisticated Clients (Asset Managers, Wealth Managers, Pension Funds and other Institutions), with the objective of ensuring provision of excellent service level, expanding the relationships through cross-selling and new business opportunities, and meeting profitability goals while preserving Pictet Group absolute integrity.

NOTE

We will not accept any CVs from agencies.
In accordance with the provisions of the Luxembourg law of 23 July 2016 amending the law of 29 March 2013, candidates may be required to provide an extract from their criminal record. This document, issued by the authorities, must not be older than three months. Such a document will be requested with the aim of carrying out a character check on candidates, bearing in mind the area of activity of our establishment and, more particularly, the tasks described in the job description.

• Develop and maintain long-term relationships with top of house / C-level contacts.
• Elevate discussion level with clients to strategic matters, in maintaining strong financial, industry and market knowledge.
• Build-up and maintain comprehensive understanding of clients’ specifics (people, business objectives, challenges, current and future needs, decision-making process, etc.).
• Contribute to client satisfaction and retention via best-in-class client service and relationship management.
• Partner with dedicated CROs to support collaboration and coordination with all stakeholders and ensure superior client experience.
• Deal with business-critical matters.
• Operate as escalation point of contact and ensure timely resolution for clients.
• Act as subject matter expert for all business lines regarding assigned clients.
• Take accountability and ownership cross products and regions as Lead CRM where applicable.
• Build commercial strategies for each assigned client to promote Pictet Group full range of products.
• Generate sales among client accounts, including cross-selling and upselling.
• Forecast and track client account financial metrics.
• Identify opportunities to grow business with existing clients.
• Leverage on client network to identify new target prospects (referral).
• Collaborate with Sales team to reach prospective clients.
• Identify and manage risks with potential reputational and financial impact.
• Negotiate the contractual aspects of the deals and serve as the interface with Compliance and Legal to ensure integrity.
• Keep records of all client information and interactions.
• Adopt systematic feedback mechanism and report any anomaly or incident.