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Fund Advisor

Pictet & CieGeneva, Switzerland

Vor 30+ Tagen

Stellenbeschreibung

Your team

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

We are seeking to recruit a Fund Advisor. Your mission will be to participate the distribution of the global Funds offering in the Bank's private wealth management division : market efficiently Funds solutions, manage high-convictions lists in line with the House View, organize marketing campaigns and be the go-to experts for the Front for Funds. Create content, animate and activate the existing Funds offering in collaboration with Product Management & Strategy and Content Marketing. Provide support to the Front in their client servicing for Funds in order to acquire or retain assets under management.

Your role

Create and distribute timely investment advice in the asset class (long-only funds and ETFs, both internal and external) in line with the House View and taking advantage of prevailing market conditions.
Create and maintain a strong partnership with the due diligence team for strict alignment of the universe andmunications.
Follow up on rmendations (performance,munication, risk exposure).
Construct and review funds-only portfolios.
Provide support with ad-hoc queries.
Create and distribute the Advisory long-only fundsmunications to the front (marketing documents, broadcasts and emails).
Support the sales of fund rmendations and more broadly of Advisory mandates.
Analyze the book of business for opportunities.
Monitor and analyze the flow of transactions in funds, for volume and revenues.
Liaise and partner with the other Investment Solutions members for alignment of the Advisory offering.
Establish strong partnerships with the Front, and support investment proposals and marketing efforts.
Establish strong partnerships with the other investment teams.

Your profile

Graduate degree in economics, business, engineering or similar subject.

Ideally a post-graduate degree such as a Master's degree, MBA, CIIA or CFA.

Approximately 7+ years' experience in finance, with a particular focus on fund marketing.

Fluency in English. Other languages are a plus.

Excellent knowledge of long-only managers, and more generally of the asset management world.

Excellent investment knowledge across asset classes.

Excellentmunication skills, both verbal and written, ability to articulate a short and convincing pitch. Excellent public-speaking and presentation skills.

Ability to articulate an investment story-line across asset classes, in line with the investment views of the Bank and taking advantage of market opportunities.

Very good understanding of portfolio construction, investment processes and risk management approaches.

A clear focus on client servicing.

Demonstrate strong collaborative skills looking for win-win partnerships with main stakeholders.

Strong analytical and problem-solving skills.

Very proactive and results-oriented.

Very strong team spirit and ability to partner with other teams.

Strong sense of ethics, aligned with Pictet's values and partnership culture.

Must be resident in Switzerland with a valid work permit.

ref : FA / AJ / RC

Note

We will not accept any CVs via agencies

Diversity & Inclusion

Pictet is an equal opportunity employer and ismitted to creating a diverse environment. We respect all individuals and seek their inclusion in the workplace.

Job ID 120617