Senior Portfolio Advisor: Multi-Asset Solutions Leader

Pictet Group; Genf; On-site; CHF 140,000 - 230,000; Full time

Job summary

Pictet North America Advisors (PNAA), Geneva-based affiliate of Pictet Group, seeks a Senior Investment Specialist to build tailored multi-asset solutions for PNAA clients. You will advise directly and help shape the investment content and product shelf.

The role blends client-facing advice with portfolio analysis, research coordination, and investment risk oversight within US regulatory and tax constraints. Residence in Switzerland or relocation will be considered.

Qualifications

• Master's degree in finance and strong investment experience.
• 10+ years' investment advisory/management experience.
• Experience with US clients and regulatory framework is a plus.
• Strong English communication skills.

Responsibilities

• Act as the investment point of contact for PNAA clients and present portfolio ideas.
• Design and implement investment proposals (advisory mandates, discretionary portfolios, or hybrids).
• Perform in-depth portfolio analysis (allocation, concentration, liquidity risk) and recommend diversification.
• Coordinate onboarding and transfers with operations, portfolio managers and other internal teams.
• Write and distribute regular advisory notes on equities, fixed income, funds, commodities and themes.

Skills

Client advisory

Portfolio analysis

Investment risk oversight

English proficiency

Communication skills

Team collaboration

Education

Master's degree in finance or equivalent

CIIA/CFA or equivalent

Tools

Market data platforms

Portfolio management systems

Job description

Pictet North America Advisors (PNAA), Geneva-based affiliate of Pictet Group, seeks a Senior Investment Specialist to build tailored multi-asset solutions for PNAA clients. You will advise directly and help shape the investment content and product shelf.

The role blends client-facing advice with portfolio analysis, research coordination, and investment risk oversight within US regulatory and tax constraints. Residence in Switzerland or relocation will be considered.