Client Relationship Manager
Published on 23/10/2024
Bank Pictet & Cie (Europe) AG, succursale de Luxembourg
Pictet is an investment-led service company, offering wealth management, asset management and related services.
We are an independent investment partnership known for our long-term mindset, responsible approach to business and entrepreneurial spirit. These principles have defined us since 1805. For our clients, colleagues, and wider society, we always aim to do the right thing and honour our commitment to enduring quality.
With more than CHF 686 billion in assets under management or custody as of December 31st 2023, Pictet is today one of the leading Europe-based independent wealth and asset managers.
The Group is headquartered in Geneva, where its activities began, and employs more than 5000 employees. With 30 offices, it is also present in Amsterdam, Basel, Barcelona, Brussels, Dubai, Frankfurt, Hong Kong, Lausanne, London, Luxembourg, Madrid, Milan, Monaco, Montreal, Munich, Nassau, Osaka, Paris, Rome, Shanghai, Singapore, Stuttgart, Taipei, Tel-Aviv, Tokyo, Turin, Verona, Shanghai, New York and Zurich.
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 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 Asset Services provides custody, fund services and trading solutions for external asset managers, fund managers and institutional clients. We manage every aspect of the asset servicing value chain and our range of bespoke solutions include value-adding analytics, trading strategy support and digital front-end interfaces designed to provide an unrivalled customer experience.
The role requires to participate in the active development of clients serviced in the team. This involves helping to improve services for a demanding clientele in a dynamic and constantly evolving international environment.
The Client Relationship Manager is the privileged contact for clients, servicing their needs in fund administration, fund governance and custodian services, or overall the asset servicing offering.
Your role
- Be under the supervision of the Head of Department, act as the main contact person for the clients for whom you will be responsible for all their fund administration relations with the Bank.
- Coordinate, in collaboration with the Onboarding Funds team, the creation, structuring and implementation of investment funds at administrative, operational, and legal levels, guaranteeing high-quality services that meet the requirements of institutional clients.
- Assume the role of central coordinator for clients during the life of the fund, dealing with the various events that may affect it (e.g., merger, liquidation).
- Help establish a relationship of trust between the fund manager and the Account Relationship Managers for all purely operational requests.
- Offer customers personalized service by anticipating their needs but as well manage client expectations.
- Contribute to improving the products and services offered, by visiting customers and making constructive proposals.
- Responsibility for managing customers' NLP.
- Unite staff around a common vision and project, in cooperation with the department manager.
Your profile
Qualifications and experience
- Master’s degree in Finance or Economics.
- Min 3 years' experience in Financial Services.
Knowledge / technical skills
- Good understanding of fund administration.
- Good knowledge of financial markets and asset classes.
- Good knowledge of fund regulation.
Soft skills
- Excellent communication skills.
- Team spirit and teamwork.
Language skills
- Fluent in French and English.
- German and/or Italian is a plus.
Note
We will not accept any CVs from 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.
