Investment Specialist - Milan
Pubblicato il 09-10-2026 - PICTET in Roma
OverviewIn this role you will partner with CRMs to deliver tailored investment experiences aligned with client needs and geography. You will identify opportunities, prepare investment proposals, and oversee discretionary and advisory mandates within the bank’s strategy. You’ll support portfolio reviews, execution, and performance attribution while staying compliant with policies. This is an opportunity to shape how clients access PWM, PAM, and PAA solutions in a collaborative, cross-functional setting.
Responsabilità
Communicate the platform strategy and solutions to CRMs, clients and prospectsIdentify client needs and develop investment opportunities with CRMs; prepare proposals and portfolio reviewsDevelop,
offer and service discretionary mandates and centralise their managementOversee advisory mandates to align with investment strategy and policySupport the team head with investment-related tasks and present/defend the philosophy and product offeringConduct regular portfolio reviews to ensure risk controls and complianceExecute and manage trade orders; invest cash positions and review client transactionsUnderstand and report performance of advisory/managed portfolios and utilize marketing resources
Requisiti fondamentali
At least seven years’ investment advisory/management experience; client-facing experienceCross asset class experience with emphasis on equities, derivatives, structured products; knowledge of alternatives is a plusFluent in Italian and English; French is a plusStrong technical knowledge across asset classes, investment vehicles, and the mandate/product offeringSolid understanding of portfolio construction, investment processes, and risk managementIT-proficient with Excel, Word, PowerPoint, Bloomberg, Avaloq, Profolio and related toolsStrong client-focused attitude; ability to work under pressure; excellent presentation skillsTeam player with ability to work independentlyclient-focusedpresentation skillsteam playerExcelPowerPointBloomberg