Senior Wealth Investment Advisor

19 ott - Montà
Pictet Group

Pictet Wealth Management seeks a senior investment professional to partner with CRMs in Italy, delivering tailored investment experiences aligned with clients' needs and local specifics.
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You will present solutions across PWM, PAM, and PAA, and help develop new opportunities by preparing investment and advisory proposals and portfolio reviews for prospects.
You will oversee discretionary xysqume mandates and advisory mandates, ensuring positions align with the bank's strategy and risk controls, while
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