Client Relationship and Servicing Manager

il y a 1 jour

Paris, France PICTET Temps plein

**Your team**:
**Pictet Asset Management (Pictet AM)** manages the assets of some of the world’s largest institutions, financial intermediaries and their clients. Our culture welcomes independent thinkers and centres around investment excellence, a long-term perspective and a dedication to client service- As part of the Pictet UCITS funds and institutional mandates distribution team, you will be responsible for maintaining and consolidating relationships with our French and Monegasque clients. For this, you will be part of the marketing/client servicing team and will work in close collaboration with all sales teams.**Your role**:

- Process requests from our institutional, wholesale and retail clients: sending reportings, responding to questionnaires and RFPs, managing and monitoring all ad-hoc requests.
- Control the proper execution of our clients' transactions: follow-up with our transfer agent in France and Luxembourg for the opening of accounts, reconciliation, monitoring of client compliance procedures.
- Coordinate the follow-up of legal cases: retrocession and distribution contracts, referencing of Pictet funds in our partners’ buy lists, follow-up of compliance procedures, non-disclosure agreements.
- Conduct a regulatory watch.
- Feed and optimize the CRM database.
- Carrying out compliance checks of marketing and sales documentations distributed to clients.
- Validate the translations of marketing documents (French/English).

**Your profile**:

- Bachelor’s degree minimum.
- Experience in the financial field, in asset management.
- Knowledge of SalesForce is a plus.
- Ability to work autonomously and independently.
- Excellent knowledge of French and English, oral and written, and writing skills
- As the successful applicant you will be highly organised and will be able to manage several assignments at the same time. You will also enjoy working as part of a team while still being able to operate efficiently on your own by virtue of your rigorous approach to work. In addition, you will value contact with clients, have excellent interpersonal skills and be able to show tact when necessary.**REF: CRSM/SGV/MH**

**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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