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Junior Client Relationship Manager, Russian Speaking. Private Banking.Central London. Filled

Industry Financial Services, Sales, Marketing and PR
Location London
Job Type Permanent
Salary £30000 — £40000 per annum
Date 17 July 2019

Deliver a world-class client experience by ensuring front operational excellence, the CRM will be responsible for all operational dimensions of daily banking activities.


  • Be the point of entry for all operational requests from bankers or clients
  • Lead the end-to-end account opening process taking into consideration the local regulatory specificities that drive the documentation requirements
  • Ensure a strict follow up of documentation (pending, middle office, R&C lists) by contacting clients in coordination with a banker in the lead of the relation
  • Manage documentation flows (archiving and processing physical and electronic forms)
  • Lead KYC information gathering where required and update complementary documents in the systems when needed
  • Process workflow requests in the systems (client codifications, credit card requests, credit lines, pricing exceptions, etc.) and ensure relevant client documentation is captured in the systems (memos, orders, etc.)
  • Close coordination with the zone’s Business Risk Manager to resolve any risk & compliance matters
  • Lead and organize the prioritization and remediation of Key Risk Indicator within the team
  • Adhere to all existing policies and directives and support the implementation of new ones where needed
  • Process payments and transfers while ensuring callbacks are systematically performed and support for other transactional activity where needed
  • Build a close relationship and understanding of the relevant internal stakeholders (Voyages, Middle Office, R&C, etc.) and be their point of contact for the team
  • Ensure telephone call coverage is in place in the team
  • Support administrative tasks where required


  • Service orientated, with experience and understanding of dealing with private clients and supporting relationship managers
  • Understand client documentation and internal processes of a wealth manager
  • Familiarity with regulatory  dimensions (cross-border, R&C, PEP, CARA, FATCA, CRS, etc)
  • Attention to detail
  • Able to work independently and diligently
  • Reliable and resilient, with a strong sense of responsibility and an ability to multi-task
  • Solutions-oriented and proactive mindset
  • Excellent communication and presentation skills, both written and oral
  • Strong sense of ethics, aligned with Pictet’svalues and partnership culture
  • Strong team spirit

Qualifications & Experience:

  • Bachelor’s degree or similar relevant qualification
  • Prior experience in a similar function is desirable

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