Client Relationship Officer

1 week 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 over 200 people.**Your role**:
- Responsibilities- Assist RMs 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 of account opening documents and compliance 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 PBA 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 head office for any administrative issues.

**Your profile**:

- University degree or equivalent, preferably in Banking or Finance.
- At least 5 years of relevant work experience in client servicing roles within Private Banking business.
- Fluent in both English and Mandarin.
- Strong understanding of financial products and services.
- Good knowledge of Avaloq is a plus.
- 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.
- Professional certifications in CACS Papers 1 and 2 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._

  • Client Relationship Officer

    1 week ago

    Singapore LMA Full time

    LMA SingaporePosted 4 hours ago Permanent S$60k - S$74k **Client Relationship Officer** This role will be tasked with roles and responsibilities of managing and closing the accounts and will be in direct contact with the clients in order to guide and assist clients with the account closure process, and ensure a smooth and seamless client experience in...

  • Client Relationship Officer

    3 days ago

    Singapore beBeeRelationship Full time

    Job Title:Relationship ManagerJob Summary:We are seeking a Relationship Manager to join our team. The successful candidate will be responsible for developing and maintaining relationships with high-profile clients to drive business growth and meet revenue targets.Key Responsibilities:Manage and develop relationships with existing clients to increase sales...

  • Client Relationship Officer

    6 days ago

    Singapore Pursuit Careers Pte Ltd Full time

    **Client Relationship Officer** Fluent in Mandarin Fresh Graduates are welcome! Salary $3,500 - $4,500 Permanent Role 5-Day Workweek Mon - Fri (Flexible hours) Multiple Locations Responsibilities: - Prospect and promote the company's products and our services to customers. - Attend to customers and ensure service delivery standards are met in...

  • Client Relationship Officer/manager

    2 weeks ago

    Singapore HIRE RIGHT EMPLOYMENT AGENCY PTE. LTD. Full time

    KTV Night Club, Client Relationship Officer/Manager (Beverage Sales) Job scope: - Alcohol, Beverages sales - Build Customers/Client Relationship - encourage return customers - Basic salary - will offer after interview - Commission - Alcohol, Beverages sales **无代理,中介费 **没有工资扣除 **公司直接招聘 Thank you Employment...

  • Client Relationship Officer

    2 days ago

    Singapore BANK PICTET & CIE (ASIA) LTD. Full time

    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. **Pictet...

  • Client Relationship Officer

    7 days ago

    Singapore PICTET Full time

    **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 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 over 200...

  • Client Relationship Officer

    7 days ago

    Singapore PICTET Full time

    **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 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 over 200...

  • Client Relationship Officer/manager

    2 weeks ago

    Singapore HIRE RIGHT EMPLOYMENT AGENCY PTE LTD Full time

    KTV Night Club, Client Relationship Officer/Manager 夜店公关经理 (Beverage Sales) Job scope: - Alcohol, Beverages sales - Build Customers/Client Relationship - encourage return customers - Basic salary - will offer after interview (Up to $6000) - Commission - Alcohol, Beverages sales - 5-6 Day week - 6-8 hour a day **No Agent Fee **No Salary...

  • 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...

  • 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...