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
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Act as the Relationship Manager in charge of existing and new client relationships.
Meet all clients on a regular basis; establish and foster with them long-term relations based on trust.
Actively promote the Bank's services and assist clients in every aspects of a Private Banking relationship (set up of the account, deal with pending issues, wealth management - discretionary or advisory - promote ancillary services such as wealth planning, private equity, real-estate, etc.).
Be fully involved with the management and the administration of these clients relationships, monitor the transactions and liaise with all other Departments when required (operational, administration, investment, legal etc.).
Review regularly all portfolios and keep abreast of latest transactions and changes.
Fully understand clients' risk profile and provide them with market updates; explain our House View, provide approved investment ideas and recommendations to clients (base on their different risk profiles).
Collaborate closely with the Bank's investment specialists to provide the best service to clients.
Your profile
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Proven track record of relevant banking experience focused on client acquisition and the management of wealth for clients
Excellent client relationship management skills
Ability to acquire new clients through referrals, own network and the active prospecting of high net worth and ultra-high net worth individuals
Strong financial product and technical competence in the understanding, development and delivery of holistic wealth planning solutions to clients
First class presentation and communication skills
Drive and motivation to work in a target driven and high-performance client centric culture
Ability to develop robust internal networks in order to offer a seamless delivery of products and services within the integrated bank franchise
A team player with the highest professional work ethic and standards who is decisive, innovative and able to cope under pressure
CACS Papers 1 and 2 (pre-requisites)
Note
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We will not accept any CVs via agencies
Diversity & Inclusion
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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.
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Job Detail
Job Id
JD1627668
Industry
Not mentioned
Total Positions
1
Job Type:
Full Time
Salary:
Not mentioned
Employment Status
Permanent
Job Location
SG, Singapore
Education
Not mentioned
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Beware of fraud agents! do not pay money to get a job
MNCJobz.com will not be responsible for any payment made to a third-party. All Terms of Use are applicable.