Investment Specialist

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/885q5e

Pictet 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).
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 overall on various investment-related tasks.
A full understanding of Pictet’s offering, policies and guidelines and attending relevant investment forums and presentations.
An ability to present and defend the investment philosophy and mandate/product offering.
Regular reviews of portfolios to monitor adherence to risk controls, compliance and client constraints.
A full understanding and attribution of own advisory/managed portfolios’ performance.
Knowledge of all available marketing documents and key resources within the Group.
Bachelor’s degree and 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

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/885q5e