Client Relationship Officer

2 weeks ago

Singapore PICTET Full time

**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 Economics or Finance.
- Relevant work experience in client servicing roles within Private Banking business.
- 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.
- CACS Papers 1 and 2 (pre-requisites), CMFAS M1B or M3, and M5 would be advantageous.**Note**:

- We will not accept any CVs via agencies**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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