Client Relationship Officer - Singapore - PICTET

PICTET

Verified Company

Singapore

1 week ago

Posted by:

Wei Jie

beBee Recruiter

Description

Your team:

Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The Partnerowned 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 followup 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 backup for other team members when required.
Ensure fitandproper 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 to liaise with clients from the Greater China makret
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

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._