Senior Investment Advisor, Wealth Management

Pictet; Genf; Vor Ort; CHF 140.000 - 190.000; Vollzeit

Zusammenfassung

Pictet Wealth Management in Geneva seeks an experienced investment professional to build partnerships with CRMs, present investment solutions, and service discretionary and advisory mandates. The role requires seven years of client-facing investment experience, strong cross-asset knowledge, fluent English plus Italian or Spanish, and excellent portfolio and risk management skills.

IT proficiency with Bloomberg and Avaloq is expected.

Qualifikationen

• Bachelor's degree; post-graduate degree such as Master's, MBA, CIIA or CFA would be an advantage.
• At least seven years' investment advisory/management experience; client-facing.
• Cross-asset experience with bias towards equities, derivatives, structured products; knowledge of alternatives is a plus.
• Fluency in Italian or Spanish, and English; Portuguese is an asset.
• Excellent knowledge of portfolio construction, investment processes and risk management.
• IT-proficient with Excel, Bloomberg, Avaloq, Profolio, and other software.

Aufgaben

• Communicate the investment platform's strategy and solutions to CRMs, clients and prospects.
• Identify client needs, develop opportunities with CRMs, prepare investment/advisory proposals and portfolio reviews, and help convert prospects to clients.
• Develop, offer and service discretionary mandates and centralise their management.
• Oversee advisory mandates, ensure alignment with investment policy and risk controls.
• Support the team head on investment-related tasks.
• Review portfolios for risk controls, compliance and client constraints.
• Execute and manage trade orders and client transactions.
• Understand and attribute performance of advisory/managed portfolios.
• Utilise marketing documents and key resources within the Group.

Kenntnisse

Client-facing

Presentation skills

Team player

Work under pressure

Ausbildung

Bachelor's degree + post-graduate degree advantage

Tools

Excel

PowerPoint

Word

Adobe

Bloomberg

Avaloq

Profolio

Jobbeschreibung

Pictet Wealth Management in Geneva seeks an experienced investment professional to build partnerships with CRMs, present investment solutions, and service discretionary and advisory mandates. The role requires seven years of client-facing investment experience, strong cross-asset knowledge, fluent English plus Italian or Spanish, and excellent portfolio and risk management skills.

IT proficiency with Bloomberg and Avaloq is expected.