Senior Multi-Asset Investment Advisor

Pictet; Genf; On-site; CHF 180,000 - 240,000; Full time

Job summary

Pictet Wealth Management in Geneva seeks a Senior Investment Specialist to build tailored multi-asset solutions, advise PNAA clients directly, and shape the investment content and product shelf within the US regulatory framework.

You will support relationship managers with portfolio reviews, write advisory notes on equities and fixed income, coordinate onboarding, and help manage risk across asset classes for US taxpayers.

Qualifications

• At least 10 years’ investment advisory/management experience, including client-facing responsibilities.
• Strong client focus; able to work effectively under pressure.
• Ideally, cross-asset experience with emphasis on equities, bonds, derivatives, structured products and alternative investments.
• Excellent English, written and spoken; experience with US clients and regulatory framework is an asset.
• Residence in Switzerland required, or willingness to relocate.

Responsibilities

• Act as the investment point of contact for a portfolio of PNAA clients, alongside relationship managers; present ideas, proposals and portfolio reviews directly to clients.
• Design and implement investment proposals (advisory mandates, discretionary portfolios, or hybrids), including large cash deployment, liquidity management and rollover of maturing instruments.
• Perform in-depth portfolio analysis (asset allocation, concentration and liquidity risk) and recommend diversification strategies.
• Advise on asset/liability management, including Lombard and credit-line exposures, collateral coverage and the impact of interest-rate changes.
• Coordinate account onboardings and transfers with operations, portfolio managers and other internal teams.

Skills

Investment advisory

Client relationship

Portfolio management

Cross-asset experience

English proficiency

Job description

Pictet Wealth Management in Geneva seeks a Senior Investment Specialist to build tailored multi-asset solutions, advise PNAA clients directly, and shape the investment content and product shelf within the US regulatory framework.

You will support relationship managers with portfolio reviews, write advisory notes on equities and fixed income, coordinate onboarding, and help manage risk across asset classes for US taxpayers.