Client Relationship Officer

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Client Relationship Officer

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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.

To strengthen our Luxembourg-based Nordic Desk, we are seeking to recruit a Client Relationship Officer. In this role, you will be responsible for all operational aspects of daily banking activities, with the objective of delivering a world-class client experience by ensuring front-to-back operational excellence.

Your role

• Act as the primary point of contact for all operational requests from bankers and clients.
• Process payments and transfers, ensuring that call-backs and controls are systematically performed in line with internal procedures.
• Provide support for other transactional activities where needed (cash, FX, securities, corporate actions, etc.).
• Ensure efficient and professional telephone coverage for the desk.
• Place client orders on the market or perform 4-eyes checks on orders placed by others, in strict compliance with internal rules.
• Ensure rigorous follow-up and maintenance of client documentation.
• Administer the end-to-end account-opening process, taking into account local and cross-border regulatory specificities.
• Collect and update KYC information and upload/maintain all complementary documents in the relevant systems.
• Process workflow requests in the systems (client codifications, credit card requests, credit lines, pricing exceptions, e-banking access, etc.).
• Adhere to all existing policies, directives, and procedures, and support the implementation of new ones where required.
• Build close, collaborative relationships with internal stakeholders (Relationship Managers, Compliance, Legal, Operations, etc.).
• Provide assistance with various administrative tasks when required.
• Ensure close follow-up and timely completion of all tasks, escalating issues where appropriate.

Your profile

Requested experience:

• Bachelor’s degree in Finance, Economics, Business Administration or a similar relevant qualification.
• Minimum 2–3 years’ experience in a similar function within a private bank or wealth management environment.
• Good understanding of banking regulation, tax aspects, AML and KYC; prior exposure to these topics is a distinct asset.
• Genuine interest in financial markets and current international affairs.

Soft skills:

• Excellent communication and presentation skills, both written and oral.
• Strong team spirit, open-mindedness and the ability to build trust-based relationships.
• High attention to detail and accuracy, combined with strong organisational skills.
• Able to work independently and diligently, with a strong sense of responsibility and integrity.
• Reliable, flexible and resilient, with the ability to prioritise and handle multiple tasks under time pressure.
• Service- and solutions-oriented, with a proactive mindset and a strong client focus.

Sof skills:

• Fluency in English and in Swedish or Danish. 
• French is a strong asset.

Note

We will not accept any CVs via agencies

In accordance with the provisions of the Luxembourg law of 23 July 2016 amending the law of 29 March 2013, candidates may be required to provide an extract from their criminal record. This document, issued by the authorities, must not be older than three months. Such a document will be requested with the aim of carrying out a character check on candidates, bearing in mind the area of activity of our establishment and, more particularly, the tasks described in the job description.

Flexible and modern ways of working

As a responsible and supportive employer, we promote the well-being of our employees through a set of flexible working arrangements, ranging from a work-from-home policy for eligible functions to opportunities for annualised part-time leave and extended parental leave.

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.