Client Relationship Officer (m|f|x) London
Your team Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The partner‑owned financial services group provides a comprehensive offering for wealthy individuals and families, including discretionary and advisory investment solutions and family office services.
A position is open for a Client Relationship Officer in our London office. You will be supporting the UK team and be the point of entry for all operational requests from bankers or clients.
Responsibilities
* Responsible for day‑to‑day client relationship management and communication with clients to review client accounts, guidelines, restrictions, and requirements in conjunction with relationship managers.
* Lead the end‑to‑end account opening process, considering local regulatory specificities that drive documentation requirements.
* Account Maintenance.
* Lead KYC information gathering and update documents in the systems as needed.
* Organize incoming and outgoing correspondence (telephone, fax, email, post), adhering to confidentiality guidelines and procedures.
* Process workflow requests in the systems (credit lines, etc.).
* Coordinate with the zone’s Business Risk Manager and compliance to resolve risk & compliance matters.
* Process credit requests, manage levels/margin calls/renewals of facilities, and contact clients if needed.
* Receive and transmit orders: buy/sell trades (per client instructions).
* Process payments and transfers.
* Establish effective working relationships with other Pictet employees.
* Assist in preparing for client visits and attend meetings when required.
* Adhere to all policies and directives and support implementing new ones.
* Comply fully with FCA rules and guidelines.
Qualifications
* Degree level education.
* FCA competent, holding IAD or IMC qualification.
* Experience in a similar role within Private Banking/wealth management.
* IT skills and knowledge of relevant software and online systems.
* Service‑oriented, outgoing, and professional.
* Understanding of client documentation and internal processes of a wealth manager.
* Good knowledge of regulatory dimensions (UKRND, cross‑border, R&C, FATCA, CRS, etc.).
* Reliable, resilient, responsible, and able to multi‑task and prioritize.
* Solutions‑oriented and proactive.
* Excellent communication and presentation skills, both written and oral.
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