Private Equity & Real Estate Client Support Officer Private Equity & Real Estate Client Support  …

Pictet & Cie Luxembourg
in Luxembourg
Permanent, Full time
Last application, 23 Sep 21
To define
Pictet & Cie Luxembourg
in Luxembourg
Permanent, Full time
Last application, 23 Sep 21
To define
You will be responsible for receiving, following up on and resolving client enquiries and problems through effective interaction with the relevant teams and specialists in a timely and professional manner during the entire lifecycle of the relationship.You will provide day-to-day support to a large variety of clients. In so doing you will show a positive mindset and a “client first” work ethic and be responsible for the satisfaction of our clients. 
Company description:

Pictet is an investment-led service company, offering wealth management, asset management and related services. We are a partnership of seven owner managers and our principles of succession and transmission of ownership have remained unchanged since foundation in 1805.

Our purpose is to build responsible partnerships with our clients, communities, and the companies in which we invest, in order to safeguard and transmit wealth, of all kinds, in the service of the real economy.

With more than CHF 576 billion in assets under management or custody at 31 December 2019, Pictet is today one of the leading Europe-based independent wealth and asset managers.

Headquartered in Geneva, Switzerland and founded there, Pictet today employs more than 4,200 people. It has 28 offices in: Amsterdam, Barcelona, Basel, Brussels, Dubai, Frankfurt, Geneva, Hong Kong, Lausanne, London, Luxembourg, Madrid, Milan, Monaco, Montreal, Munich, Nassau, Osaka, Paris, Rome, Singapore, Stuttgart, Taipei, Tel Aviv, Tokyo, Turin, Verona and Zurich.



Job description:

Your team

 

FundPartner Solutions (Europe) S.A. ("FPS Europe"), a Pictet Group company set up in January 2012, offers its clients a first-rate fund administration service and, in anticipating future regulatory challenges, positions itself as a management company dedicated to third-party fund clients. 


FPS Europe is a Luxembourg UCITS and AIFM management company subject to Chapter 15 of the Luxembourg law of 17 December 2010 on undertakings for collective investment, as well as the Law of 12 July 2013. FPS Europe covers all the tasks related to fund administration, including fund accounting and NAV calculation, risk management, transfer agent, distribution and domiciliary services, together with investment controlling and a Director's Office. In doing so, it offers the entire range of services related to aspects of risk, governance and regulations.

 

Within your team, you will act as the primary point of contact for alternative clients. 


You will be responsible for receiving, following up on and resolving client enquiries and problems through effective interaction with the relevant teams and specialists in a timely and professional manner during the entire lifecycle of the relationship.


You will provide day-to-day support to a large variety of clients. In so doing you will show a positive mindset and a “client first” work ethic and be responsible for the satisfaction of our clients. 

Your role

 

  • Acting as the first day-to-day contact person for clients.
  • Addressing clients’ business issues both proactively and efficiently.
  • Receiving inbound client primary queries and analysing and resolving them promptly.
  • Producing and sending various reports for our clients.
  • Providing assistance with and helping to organise client service review meetings.
  • Providing support with procedure documentation and administrative tasks (e.g. SLA, procedures, minutes of meetings, etc.).
  • Ensuring the quality of deliveries and services provided by working closely with the relevant operations teams in the department and in the Group as a whole.
  • Coordinating and assisting with the onboarding process of new relationships.
  • Maintaining client satisfaction.
  • Assisting with fundraising processes pertaining to Pictet in-house vehicles and the subscription process follow up and coordination.
Your profile

 

  • Degree in Finance or Economics. 
  • Three to five years’ experience in a similar function. 
  • Strong technical understanding of private equity products, both direct investment and fund of fund types of investment.
  • Understanding of the Luxembourg fund regulatory environment and legal documentation (PPM, LPA, communications, etc.) related to PE/RE investments.
  • Knowledge and understanding of AIF day-to-day operations.
  • Experience in wealth management/private banking would be a plus.

 

  • Excellent command of English and French. Any other language would be a plus. 
  • Excellent verbal and written communication skills for dealing with clients. 
  • Excellent modelling and MS Office skills (Word, Excel and PowerPoint).
  • Efront and/or Jira skills would be a plus.

 

  • Ability to work on your own as well as on a team. 
  • Client-oriented approach and proactivity. 
  • Capacity to organise and manage priorities and stress.
  • Excellent at solving problems and coming up with innovative solutions.
  • Ability to meet deadlines and work together with different internal and external third parties. 

 

As the chosen applicant, you will be proactive, conscientious and have excellent communication skills and wish to make use of your flair for analysis and synthesising information as part of a growing team where you will be able to use your skills in carrying out the various tasks entrusted to you. You will also need to take account of the internal processes and the legal and financial framework in your approach to situations and select the appropriate solutions.

Note

 

We will not accept any CVs via agencies.

 

In accordance with the provisions of the Luxembourg law of 23 July 2016 amending the law of 29 March 2013, candidates may be required to provide an extract from their criminal record. This document, issued by the authorities, must not be older than three months. Such a document will be requested with the aim of carrying out a character check on candidates, bearing in mind the area of activity of our establishment and, more particularly, the tasks described in the job description.

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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