Senior Client Relationship Manager
Veröffentlicht am 14/11/2024
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.
As Senior Client Relationship Manager, you will be the Account Manager and escalation point of contact for a book of Professional and Sophisticated Clients (Asset Managers, Wealth Managers, Pension Funds and other Institutions), with the objective of ensuring provision of excellent service level, expanding the relationships through cross-selling and new business opportunities, and meeting profitability goals while preserving Pictet Group absolute integrity.
Your role
- Develop and maintain long-term relationships with top of house / C-level contacts.
- Elevate discussion level with clients to strategic matters, in maintaining strong financial, industry and market knowledge.
- Build-up and maintain comprehensive understanding of clients’ specifics (people, business objectives, challenges, current and future needs, decision-making process, etc.).
- Contribute to client satisfaction and retention via best-in-class client service and relationship management.
- Partner with dedicated CROs to support collaboration and coordination with all stakeholders and ensure superior client experience.
- Deal with business-critical matters.
- Operate as escalation point of contact and ensure timely resolution for clients.
- Act as subject matter expert for all business lines regarding assigned clients.
- Take accountability and ownership cross products and regions as Lead CRM where applicable.
- Build commercial strategies for each assigned client to promote Pictet Group full range of products.
- Generate sales among client accounts, including cross-selling and upselling.
- Forecast and track client account financial metrics.
- Identify opportunities to grow business with existing clients.
- Leverage on client network to identify new target prospects (referral).
- Collaborate with Sales team to reach prospective clients.
- Identify and manage risks with potential reputational and financial impact.
- Negotiate the contractual aspects of the deals and serve as the interface with Compliance and Legal to ensure integrity.
- Keep records of all client information and interactions.
- Adopt systematic feedback mechanism and report any anomaly or incident.
Your profile
Qualifications and experience
- Master’s degree in Finance or Economics.
- Min 10 years' experience in Financial Services.
Knowledge / technical skills
- Strong understanding of fund administration.
- Strong knowledge of financial markets and asset classes.
- Strong 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.
