Wealth Investment Specialist — Client Portfolios & Strategy

Pictet Group; Genf; Vor Ort; CHF 150.000 - 190.000; Vollzeit

Zusammenfassung

Pictet Wealth Management in Switzerland invites a seasoned investment professional to shape client portfolios and engage CRMs with strategic investment solutions. You will craft proposals, review portfolios, and manage discretionary mandates in line with risk controls.

Ideal candidates have 7+ years in investment advisory, cross-asset experience, and strong presentation skills in English and Italian/Spanish. This senior role emphasizes client focus and collaboration within a strong, global team.

Qualifikationen

• Seven or more years in investment advisory/management with client contact.
• Advanced knowledge of portfolio construction and risk controls.
• Experience across asset classes with equities and derivatives preferred.
• Fluency in Italian or Spanish plus English; Portuguese is a plus.

Aufgaben

• Communicate investment platform strategy to CRMs, clients and prospects.
• Develop opportunities with CRMs; prepare investment/advisory proposals and reviews.
• Develop, service discretionary mandates and centralise their management.
• Oversee advisory mandates, ensure alignment with risk policy.
• Support team head on various investment-related tasks; execute trades.

Kenntnisse

Investment advisory experience

Front-facing client experience

Portfolio construction

Risk management

IT proficiency

Communication and presentation

Team player / independent

Ausbildung

Bachelor’s degree

Postgraduate degree (Master’s/MBA/CIIA/CFA)

Tools

Excel

Word

PowerPoint

Adobe

Bloomberg

Avaloq

Profolio

Jobbeschreibung

Pictet Wealth Management in Switzerland invites a seasoned investment professional to shape client portfolios and engage CRMs with strategic investment solutions. You will craft proposals, review portfolios, and manage discretionary mandates in line with risk controls.

Ideal candidates have 7+ years in investment advisory, cross-asset experience, and strong presentation skills in English and Italian/Spanish. This senior role emphasizes client focus and collaboration within a strong, global team.