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Pictet Wealth Management combines over 200 years of Swiss banking heritage with global investment expertise, offering comprehensive services for wealthy individuals and families, including discretionary and advisory investment solutions and family office services.

You will build investment partnerships with CRMs to deliver clients a unique investment experience aligned with their needs and geographical specificities, and assist CRMs in their business development by identifying and presenting the most suitable investment solutions.

Tasks

  • Communicating the investment platform’s strategy and solutions to CRMs, clients and prospects.
  • Helping determine clients’ needs, identifying and developing new opportunities in partnership with CRMs, preparing investment/advisory proposals and portfolio reviews, and helping convert prospects to clients.
  • Developing, offering and servicing discretionary mandates and seeking to centralise their management.
  • Overseeing advisory mandates, seeking to streamline positions and exposure, and ensuring they remain consistent with the bank’s overall investment strategy and policy.
  • Supporting the team head on various investment-related tasks.
  • Attending relevant investment forums and presentations and maintaining a full understanding of Pictet’s offering, policies and guidelines.
  • Presenting and defending the investment philosophy and mandate/product offering.
  • Regularly reviewing portfolios to monitor adherence to risk controls, compliance and client constraints.
  • Executing and managing trade orders.
  • Investing cash positions and managing, executing and reviewing client transactions.
  • Understanding and attributing own advisory/managed portfolios’ performance.
  • Utilising all available marketing documents and key resources within the Group.

Requirements

  • Bachelor’s degree; a post-graduate degree such as a Master’s, MBA, CIIA or CFA would be an advantage.
  • At least seven years’ investment advisory/management experience; client-facing experience.
  • Ideally cross asset class experience with bias towards equities, derivatives, structured products; knowledge in alternative investments would be an additional asset.
  • Fluency in Italian or Spanish, and English, both written and spoken; fluency in Portuguese is an asset.
  • Excellent technical knowledge across asset classes, investment vehicles and the mandate/product offering.
  • Excellent understanding of portfolio construction, investment processes and risk management approaches.
  • IT-proficient, including knowledge of relevant software packages, on-line information systems, front-end management and order-placing systems (Excel, Word, PowerPoint, Adobe, Bloomberg, Avaloq, Profolio, etc.).
  • Strong client-focused attitude and used to working under pressure.
  • Excellent presentation skills.
  • Proven team player but also able to work on one’s own.
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Über uns
Pictet ist eine unabhängige Schweizer Investmentgruppe mit Hauptsitz in Genf. Das Unternehmen bietet Vermögensverwaltung, Asset Management, Asset Servicing und alternative Anlagen für private, institutionelle und professionelle Kunden an. Pictet ist in mehreren Finanzzentren weltweit vertreten und betreut Kunden über Standorte in der Schweiz und im Ausland. Die Gruppe fokussiert auf langfristige Anlageberatung, Investmentlösungen, Depot- und Fondsservices sowie spezialisierte Strategien über verschiedene Anlageklassen.
Das Team

You will work closely with CRMs and support the team head on various investment-related tasks.

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