Responsibilities
• 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.
• Be well-acquainted with due diligence on clients
• Investment knowledge to articulate Pictet’s top investment ideas
• 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.
• Ensure fit-and-proper requirements are met (e.g. CPD requirements, complete mandatory training etc.) as stipulated by the regulators.
• Liaise with head office for any administrative issues.
Profile
• 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), CMFAS M1B or M3, and M5 would be advantageous.
• Language Capabilities: Excellent English with German and Bahasa capabilities to handle international and cross-cultural family offices.
The candidate should be resourceful, motivated, and personally accountable in delivering high levels of performance in their role. The ability to manage challenges in a VUCA (Volatile, Uncertain, Complex, Ambiguous) environment would be advantageous. The individual should be approachable and willing to share and exchange ideas with colleagues whilst demonstrating the ability to work in a team.
