全职 Client Relationship Officer 工作, 薪水, Pictet 公司招聘中 - Ricebowl

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 4600 people. Pictet has been present in Singapore for more than 30 years where it employs over 200 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.

Your role

This role support and develop Pictet Asset Services B2B client relationships in Asia by combining front-facing relationship management with strong operational and servicing capabilities, acting as a shadow Client Relationship Manager (CRM) while ensuring best-in-class day-to-day support. For the candidate with the appropriate credential and ambition, this position offers a potential pathway to a full CRM role in the future.

Key Responsibilities:

Client Relationship Officer

• Lead with complex account opening/closing, static data changes and onboarding of new services, ensuring completeness and accuracy of documentation.
• Provide daily operational support including but not limited to: processing and monitoring of payments, cash movements, securities orders, fund subscriptions/redemptions, and asset transfers.
• Handle client queries and incidents, ensuring timely resolution, proper escalation and clear communication to clients and internal teams.
• Verify the accuracy of transactions and data input in core banking and PAS tools; maintain up-to-date client files and internal records.
• Contribute to client satisfaction and retention through proactive, solution-oriented servicing and regular contact (calls, emails, meetings).
• Assist in coordinating internal stakeholders (Operations, Legal, Compliance, Credit, Trading, other PAS locations) to deliver a seamless client experience.
  Promote collaboration and alignment of processes between Singapore and other PAS hubs (Geneva/Luxembourg).
• Contribute to keeping operating memoranda, procedures and checklists accurate and up to date as processes evolve.

Commercial Support / Relationship Management (Shadow CRM)

• Support senior MH/ CRMs in managing and developing relationships with existing Institutional clients including preparation for meetings and follow-ups.
  Help build a comprehensive understanding of clients’ business models, objectives, challenges and decision-making processes.
• Support commercial initiatives (pricing analyses, fee schedules, KPIs, simple profitability views) and preparation of pitch or review materials for existing and prospective clients.
• Identify and flag opportunities for cross-sell / up-sell and process improvements to the CRM and Market Head.

Your profile

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.