The Pictet Group is a leading independent wealth and asset management firm operating globally. Founded in 1805 and headquartered in Geneva, Switzerland, the Group maintains operations in 30 offices across key financial centers worldwide, employing more than 4,600 professionals. Pictet has been present in Singapore for over 30 years, supported by a team exceeding 200 employees.
Responsibilities
• Client Management
o Prepare relevant files and account reports for relevant parties prior to meeting with clients.
o Respond to client queries and attend to issues and requests.
o Assist with the administrative support of clients’ relationships, and liaise with all other Departments when required (operational, administration, investment, legal etc.).
o Ensure client's records / accounts / investments / market information are current and information updates are timely maintained with relevant accompanying correspondences and meeting reports.
• Business Development
o Keep the CEO advised of time-sensitive and high-priority issues, ensuring appropriate follow up.
o Liaise with head office for any administrative issues.
o Assist in composing replies for CEO’s review and approval as and when required.
o Ensure fit-and-proper requirements are met (e.g. CPD requirements, complete mandatory training etc.) as stipulated by the regulators.
• Provide strong coordination support across respective Investment Teams within the Bank
• Liaison for Stakeholder teams
o Interface for Risk, Marketing, Compliance, Business Heads, Management Teams, etc both internal and external stakeholders
o Serve as a liaison between CEO, Management Team, internal and external stakeholders.
• Operational Support
o Ensure necessary follow-up actions are promptly taken on various operational matters e.g. deficiency and outstanding documentation.
o Provide efficient day-to-day support (including email inbox management, co-ordination, and other ad hoc tasks).
o Maintain the CEO’s calendar, including scheduling meetings, appointments, business travel arrangements.
o Schedule and organize departmental meetings; assist in the preparation and distribution of meeting agendas and materials.
Your profile:
• University degree or equivalent, preferably in Business Management, Economics or Finance.
• Strong understanding of local and regional regulatory climate
• Ability to work independently and as part of a team, with the highest professional work ethic and standards.
• Exercises discretion and maintains confidentiality and sensitivity of matters.
• Strong sense of initiative and resourcefulness to resolve issues as responsibilities and challenges vary.
• Excellent interpersonal, communication and client interfacing skills.
• Strong understanding of financial products and services.
• First class presentation and communication skills
• Familiar with AML and compliance requirements within the Private Banking space.
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