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Senior Transfer Agent - Client Servicing

Pictet Luxembourg
Posted 1 day ago Permanent Competitive

Senior Transfer Agent - Client Servicing

Pictet Luxembourg
Senior Transfer Agent - Client Servicing
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 centres worldwide, and currently employs over 5200 people. Pictet has been present since 1989 in Luxembourg, where it employs over 700 people.

FundPartner Solutions provides a full suite of fund administration and private label funds services. The global team of industry experts specialises in fund domiciliation, registration and governance, as well as risk compliance and investment management services.

Operations provide secure and efficient processing of Pictet's banking transactions and investment funds. Our teams ensure all activities follow regulations and manage risks.

By developing and maintaining a modern, robust infrastructure, we guarantee reliable, high-quality services for Pictet wealth management, asset management and real estate clients.

Your role

  • As a client servicing agent (internal and external), playing an active role in problem solving and responding to clients promptly, in coordination with other departments.
  • Responding to different requests from investors and clients to guarantee that a quality service is provided, which meets the requirements of high-end clients.
  • Providing support to internal requesters (clients, fund managers and other departments).
  • Being actively involved in planned/ongoing improvement projects in the Client Service team.
  • As a privileged intermediary for investors and clients, providing communication to ensure that client orders are recorded without error and in compliance with the clauses of the various prospectuses and with the regulations in force.
  • Participate in due diligence meetings, service reviews, Client visits as required.

Your profile

  • Master's degree in Economics or Finance
  • Fluent in french and english
  • Min 5 years experience in a similar function and/or working as a Transfer Agent
  • In-depth understanding of investment fund administration.
  • A willingness to commit to the long term, working in a department that is constantly undergoing change.
  • Resistant to stress, dynamic, rigorous and showing initiative when solving problems.
  • An enquiring mind with the ability to grasp new things quickly.
  • A keen sense of client service and a willingness to find appropriate solutions.

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.
Job ID  124676
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