Bank Pictet & Cie (Europe) AG, succursale de Luxembourg
Luxembourg, LUXEMBOURG
Description de tâches:
Career Opportunities: Client Relationship Manager (123923)
Requisition ID 123923 - Posted 18/03/2026 - Luxembourg - Luxembourg - Activity area (1) - Experienced Professionals
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 centers 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 unrivalled customer experience.
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
Relationship Management duties
• 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 (e.g. account opening, credit negotiation, onboarding of new services, exceptions to commercial and risks policies, etc.).
• 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.
Sales duties
• 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.
Risk & Compliance duties
• Adhere to Pictet Group and PAS Risk and Compliance policies.
• 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
• University degree in Finance and Business Administration
• 5 years' experience in Relationship Management and Business Development within the financial services industry
• Fluent in french and english
• In-depth understanding of custodian bank services, third-party fund administration and operational flows.
• Sound understanding of banking systems and CRM tools, as well as a keen focus on data integrity.
• Excellent knowledge of financial products.
• Outstanding interpersonal skills and proven expertise in building partnerships.
• Excellence in client servicing.
• Objective driven solution provider, keen on growing revenue and share of wallet.
• Strong influencing skills, coupled with the ability to rally multiple business partners towards a common goal.
• Systematic and structured, and with the ability to resolve operational issues promptly.
• Team spirit.
Note
We will not accept any CVs via agencies
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.
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