Client Relationship Officer

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 5000 people. Pictet has been present in Hong Kong for more than 25 years where it employs more than 200 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.

Your role

Mission

• Deliver a world-class client experience by ensuring front operational excellence; the CRO will be responsible for all operational dimensions of daily banking activities.

Responsibilities

• Be the point of entry for all operational requests from bankers or clients.
• Lead the end-to-end account opening process taking into consideration the local regulatory specificities that drive the documentation requirements.
• Ensure a strict follow up of documentation by contacting clients in coordination with banker in lead of the relation.
• Manage documentation flows.
• Lead KYC information gathering where required and update complementary documents in the systems when needed.
• Process workflow requests in the systems and ensure relevant client documentation is captured in the systems .
• Close coordination with the Business Risk Manager to resolve any risk & compliance matters.
• Lead and organize the prioritization and remediation of Key Risk Indicator within the team.
• Adhere to all existing policies and directives and support the implementation of new ones where needed.
• Process payments and transfers while ensuring call backs are systematically performed and support for other transactional activity where needed.
• Build a close relationship and understanding of the relevant internal stakeholders (Client Register, Banking Operations, Risk, Compliance, etc.) and be their point of contact for the team.
• Ensure telephone call coverage is in place in the team.
• Support administrative tasks where required.

Your profile

Profile

• Service orientated, with experience and understanding of dealing with private clients and supporting relationship managers.
• Understand client documentation and internal processes of a wealth manager.
• Familiarity with regulatory dimensions (cross-border, R&C, PEP, CARA, FATCA, CRS etc) where applicable.
• Attention to detail.
• Able to work independently and diligently.
• Reliable and resilient, with a strong sense of responsibility and an ability to multi-task.
• Solutions-oriented and proactive mindset.
• Excellent communication and presentation skills, both written and oral.
• Strong sense of ethics, aligned with Pictet's values and partnership culture.
• Strong team spirit.

Qualifications & Experience

• Bachelor's degree or similar relevant qualification.
• Minimum 5 years of experience in a similar function.
• Regulatory qualifications - HKMA / SFC:
  Type 1 Dealing in Securities
  Type 4 Advising in Securities

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.