Senior Investment Specialist, Wealth Management

Pictet Group; Genf; Presencial; CHF 180.000 - 260.000; Jornada completa

Descripción de la vacante

Pictet Wealth Management seeks an experienced investment professional to partner with CRMs and clients, delivering tailored investment solutions and discretionary mandates. You will help identify opportunities, prepare proposals, and manage portfolios while ensuring strict compliance with local regulations.

With a focus on multi-asset knowledge, you will execute trades, present investment theses, and contribute to business development within a global Swiss bank.

Formación

• At least ten years' investment advisory/management experience.
• Client-facing experience is a must.
• Fluency in Russian; English required. French and Polish are a plus.
• Excellent technical knowledge across asset classes and risk management approaches.
• Ability to explain complex concepts in simple terms.
• Strong presentation and client-facing skills.

Responsabilidades

• Communicate the investment platform’s strategy to CRMs, clients and prospects.
• Identify and develop new business opportunities from existing clients and prospects.
• Prepare investment/advisory proposals and portfolio reviews.
• Execute trade orders and confirm execution to clients.
• Develop, sell and retain discretionary mandates and centralise management.
• Maintain compliance with local laws, regulatory requirements and internal policies.

Conocimientos

Investment advisory

Client relationships

Portfolio construction

Risk management

Cross-asset experience

Presentation skills

Educación

Bachelor’s degree

Master’s/MBA/CIIA/CFA

Herramientas

Excel

PowerPoint

Bloomberg

Avaloq

Profolio

Descripción del empleo

Pictet Wealth Management seeks an experienced investment professional to partner with CRMs and clients, delivering tailored investment solutions and discretionary mandates. You will help identify opportunities, prepare proposals, and manage portfolios while ensuring strict compliance with local regulations.

With a focus on multi-asset knowledge, you will execute trades, present investment theses, and contribute to business development within a global Swiss bank.