Project Manager Finance Strategy

Your team

Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial services group offers a comprehensive service for wealthy individuals and families, including discretionary and advisory investment solutions, and family office services.

Pictet Wealth Management (PWM) is looking to reinforce its Geneva-based Strategy team with a Project Manager.

Reporting to the CFO of Pictet Wealth Management ( PWM ), the PWM Strategy team is instrumental in achieving our strategic priorities and financial targets.

As part of a high-performing team, you will assist our senior management by delivering business and financial insights and supporting the planning, monitoring and implementation of strategic initiatives.

Your role

You will be responsible for :

• Supporting the team head and other team members in their roles and responsibilities.
• Coordinating our strategic planning process with our market heads, investment platform and support functions and structuring our mid-term financial plan as well as the underlying strategic initiatives.
• Preparing updates for our managerial committees on our commercial and financial results as well as progress accomplished on our strategic roadmap.
• Supporting the articulation of PWM’s strategic priorities, breaking them down into initiatives and projects, helping in their implementation and monitoring their completion.
• Carrying out ad hoc financial analyses as requested by the ExBo or the Group Executive Committee.
• Producing reports on a monthly basis, conducting a quarterly financial forecast for all zones and engaging in dialogue with each Executive Board (ExBo) member to identify concrete actions to ensure that targets are reached.
• Identifying and structuring performance improvement opportunities regarding revenue growth (clients and markets as well as products and services), cost optimization (front, middle and back) and capital consumption.
• Improving tools and processes, notably through close collaboration with PWM Finance Analytics.

Your profile

• Master’s degree or equivalent.
• At least three years’ experience in a similar role in financial services or with a top consulting firm.
• In-depth knowledge of and interest in the banking / asset management industries.
• Excellent analytical skills, an ownership mindset, at ease with numbers and capable of building relationships with senior stakeholders.
• Ability to deliver on multiple tasks under pressure and within short deadlines.
• Proactive, able to work efficiently on your own and driven by a desire to excel in a demanding environment.
• Expert presentation skills (PowerPoint) and skilled user of analytical tools and languages (Excel, Tableau, VBA).
• Fluent in French and English.
• Must be resident in Switzerland.

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.