Client Relationship Officer

4 hours 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 people.**Your role**:

- 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 with at least 5 years' experience in client servicing roles within Private Banking business.
- Fluent in English and Mandarin to liaise with Chinese speaking clients
- Strong understanding of financial products and services
- Number orientated and experience with Multi-Family Office and trust set-ups
- 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.

**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

    2 days 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, Singapore

    1 week ago

    Singapore Christie's Full time

    The Role The primary function of the Client Relationship Officer is to cultivate, build and provide seamless day-to-day support and service to clients and Management to create further opportunities for business with Christie’s. Specific duties & responsibilities will include but are not limited to Business Development - Work directly with the clients...

  • Client Relationship Officer

    1 week ago

    Singapore EFG International Full time

    **Entrepreneurial thinking matters - you matter.** **Become part of EFG’s success story.** EFG is one of the largest Swiss private banks with a global presence. Our distinctive client approach, which is based on our entrepreneurial CRO (Client Relationship Officer) model, is at the heart of our strategy and value proposition. As CRO, you are an integral...

  • Client Relationship Officer

    4 hours 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 and Admin Officer

    1 week ago

    Singapore THE GENTLE VETERINARY PTE. LTD. Full time

    We are a boutique vet clinic in the East of Singapore. We are looking for a bubbly customer service officer who loves animals and has good people skills. No experience in the vet industry? We are looking for the right person and will invest in training you for your role. **Job Description**: - Building relationship with clients - Answering phone enquires -...

  • Client Relationship Manager

    2 weeks ago

    Singapore MERCER HEALTH & BENEFITS (SINGAPORE) PTE. LTD. Full time $90,000 - $120,000 per year

    Mercer Marsh Benefits is seeking candidates for the following position based in the Singapore office.Client Relationship Manager, Employee BenefitsWe will count on you to:Build excellent relationships with your assigned portfolio of appointed corporate clients.Deliver service within/exceeding clients' expectations in the SME team.Help prepare and implement...

  • Client Relationship Manager

    3 days ago

    Singapore Marsh McLennan Full time $90,000 - $120,000 per year

    Company:MercerDescription:Mercer Marsh Benefits is seeking candidates for the following position based in the Singapore office:Client Relationship Manager, Employee BenefitsWe will count on you to:Build excellent relationships with your assigned portfolio of appointed corporate clients.Deliver service within/exceeding clients' expectations in the SME...

  • Client Relationship Associate

    1 week ago

    Singapore 33 AUCTION PTE. LTD. Full time

    Roles & Responsibilities Client Relationship Associate A client relationship associate is responsible for client relationships before and after the sale process is complete. The candidate handles a variety of queries in person, on the telephone and via emails as they relate to all transactional aspects of bidding, buying, selling and post-sale activities. He...

  • Client Relationship Executive

    1 week ago

    Singapore MHC MEDICAL NETWORK PTE. LTD. Full time

    As a key member of the Client Relationship team, you will be responsible for managing a portfolio of corporate clients, maintaining high retention rates, and ensuring service excellence. This role also involves relationship-building to support new business opportunities and requires strong communication, coordination, and problem-solving skills to manage...

  • Client Relationship Executive

    1 week ago

    Singapore MHC MEDICAL NETWORK PTE. LTD. Full time

    As a key member of the Client Relationship team, you will be responsible for managing a portfolio of corporate clients, maintaining high retention rates, and ensuring service excellence. This role also involves relationship-building to support new business opportunities and requires strong communication, coordination, and problem‐solving skills to manage...