Client Relationship Officer

2 weeks ago

Singapore PICTET Full time

**Your team**:

- 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.- 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 30 offices in financial centres worldwide, currently employing over 4600 people. Pictet has been present in Singapore for more than 25 years where it employs near 200 people.**Your role**:
- Assist Private Banker in all aspects of client service and administrative support.
- Respond to all client queries and capable of resolving most issues and requests.
- Take and execute client orders, including but not limited to money market, securities and FX transactions.
- Monitor daily cash management activities.
- Prepare and handle account opening documents and comply with AML requirements.
- Prepare credit excess reports.
- Ensure client's records / accounts / investments / market information are current and information updates are timely maintained with relevant accompanying correspondences and meeting reports.
- Ensure necessary follow-up actions are promptly taken on various operational matters e.g. deficiency and outstanding documentation.
- Prepare relevant files and account reports for portfolio manager / banker prior to meeting with clients.
- Participate and contribute at CRO meetings to enhance sharing and feedback among teams.
- Provide back-up for other team members when required.
- Ensure fit-and-proper requirements are met (e.g. CPD requirements, complete mandatory training etc.) as stipulated by the regulators.
- Liaise with other departments / head office for any administrative issues.

**Your profile**:

- University degree or equivalent, preferably in Economics or Finance.
- 1-2 years of relevant work experience in client servicing roles within Private Banking business.
- Fluent in English / Mandarin with excellent writing skills in English.
- Good understanding of financial products and services.
- Good knowledge of Avaloq is a plus.
- Basic proficiency in Microsoft Excel
- Excellent interpersonal, communication and client interfacing skills.
- Experience with managing internal and external clients.
- Familiar with AML and compliance requirements within the Private Banking space.
- CACS Papers 1 and 2 (pre-requisites), CMFAS M1B or M3, and M5 would be advantageous.**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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