Investment Specialist

ph3Your team /h3pPictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial service group offers a comprehensive service for wealthy individuals and families including discretionary and advisory investment solutions and family office services. /ppPictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial service group offers a comprehensive service 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. You will also assist CRMs in their business development efforts by identifying and presenting the most suitable investment solutions available (PWM, PAM and PAA). /ph3Your role /h3ulliCommunicating the investment platform’s strategy and solutions to CRMs, clients and prospects. /liliHelping 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. /liliDeveloping, offering and servicing discretionary mandates and seeking to centralise their management. /liliOverseeing advisory mandates, seeking to streamline positions and exposure and ensuring they remain consistent with the bank’s overall investment strategy and policy. /liliSupporting the team head overall on various investment-related tasks. /li /ulpThis will entail: /pulliA full understanding of Pictet’s offering, policies and guidelines and attending relevant investment forums and presentations. /liliAn ability to present and defend the investment philosophy and mandate/product offering. /liliRegular reviews of portfolios to monitor adherence to risk controls, compliance and client constraints. /liliExecuting and managing trade orders. /liliInvesting cash positions and managing, executing and reviewing client transactions. /liliA full understanding and attribution of own advisory/managed portfolios’ performance. /liliKnowledge of all available marketing documents and key resources within the Group. /li /ulh3Your profile /h3ulliBachelor’s degree and a post-graduate degree such as a Master’s, MBA, CIIA or CFA would be an advantage. /liliAt least seven years’ investment advisory/management experience; client-facing experience. /liliIdeally cross asset class experience with bias towards equities, derivatives, structured products and knowledge in alternative investments would be an additional asset. /liliFluency in Italian or Spanish, and English, both written and spoken. Fluency in Portuguese is an asset. /liliExcellent technical knowledge across asset classes, investment vehicles and the mandate/product offering. /liliExcellent understanding of portfolio construction, investment processes and risk management approaches. /liliIT-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.). /liliStrong client-focused attitude and used to working under pressure. /liliExcellent presentation skills. /liliProven team player but also able to work on one’s own. /li /ulh3Note /h3pWe will not accept any CVs via agencies /ph3Diversity Inclusion /h3pPictet is an equal opportunity employer and is committed to creating a diverse environment. We respect all individuals and seek their inclusion in the workplace. /p /p #J-18808-Ljbffr