Client Relationship Officer (Fixed-term contract - 16 months) (m|f|x) Luxemburg

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 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.

Aufgaben

• 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
• Place orders on the market or perform 4-eyes on orders other placed
• 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
• Ensure a close follow-up of all your tasks

Profil / Ihre Qualifikation / Ihre Persönlichkeit:

Requested experience:

• Bachelor’s degree or similar relevant qualification
• Minimum of 2 to 3 years of experience in a similar function, in a private bank
• A definite interest in financial markets and current international affairs
• Familiarity with banking regulation, tax and, AML and KYC is an asset
  

Soft skills:

• 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
  

Language skills:

• Fluent in English
• Fluent in Swedish or Danish
• French is a plus

Diese Anzeige auf LinkedIn teilen →

Standort

15A Av. John F. Kennedy, LU-1855 Kirchberg Luxembourg