Investment Specialist

Bank Pictet & Cie (Europe) AG, succursale de Luxembourg; Berlin; Vor Ort; EUR 60.000 - 90.000; Vollzeit

Zusammenfassung

A leading independent wealth management firm is seeking a professional with 5 to 10 years of experience in client relationship management. The candidate will work closely with clients, determining their needs and proposing relevant investment solutions. Fluent in French and English, the ideal candidate will possess solid investment knowledge and excellent communication skills. This position is based in Berlin and promotes a flexible and inclusive work environment.

Leistungen

Flexible working arrangements

Supportive employer

Diversity & Inclusion initiatives

Qualifikationen

• 5 to 10 years’ experience in a similar position.
• Fluent in French and English; Dutch and Flemish would be an asset.

Aufgaben

• Work closely with relationship managers to approach clients and prospects.
• Help determine clients’ needs and submit proposals for investment solutions.
• Maintain compliance and risk management by adhering to laws and directives.

Kenntnisse

Client relationship management skills

Solid understanding of investments

Excellent communication skills

Ausbildung

University degree in finance or economics

Jobbeschreibung

Overview

Pictet is an investment-led service company, offering wealth management, asset management and related services.

We are an independent investment partnership known for our long-term mindset, responsible approach to business and entrepreneurial spirit. These principles have defined us since 1805. For our clients, colleagues, and wider society, we always aim to do the right thing and honour our commitment to enduring quality.

With more than CHF 686 billion in assets under management or custody as of December 31st 2023, Pictet is today one of the leading Europe-based independent wealth and asset managers.

The Group is headquartered in Geneva, where its activities began, and employs more than 5000 employees. With 30 offices, it is also present in Amsterdam, Basel, Barcelona, Brussels, Dubai, Frankfurt, Hong Kong, Lausanne, London, Luxembourg, Madrid, Milan, Monaco, Montreal, Munich, Nassau, Osaka, Paris, Rome, Shanghai, Singapore, Stuttgart, Taipei, Tel-Aviv, Tokyo, Turin, Verona, Shanghai, New York and Zurich.

Your team

The Pictet Group is one of the world’s leading independent wealth and asset managers. Founded in 1805 and headquartered in Geneva, Switzerland, the Group is represented at 30 offices in financial centres worldwide, and currently employs over 5200 people. Pictet has been present since 1989 in Luxembourg, where it employs over 700 people.

Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial service group offers a comprehensive service for wealthy individuals and families including discretionary and advisory investment solutions and family office services.

The role of the function is to work closely with PWM’s Luxembourg CRM preparing the offering and enhancing the services for clients and prospects.

The function requires to present the full range of Pictet investments to clients as well as the solutions best suited for their need.

Your role

• Work closely with relationship managers when approaching clients and prospects.
• Help to determine clients’ needs and submitting proposals for relevant investment solutions.
• Implement, check, and rebalance clients’ advisory portfolios tailored to clients’ profile.
• Provide clients with reporting on the performance of discretionary portfolios.
• Keep bankers, clients and prospects informed of the strategies and solutions drawn up by the investment platform.
• Stay abreast of developments on financial markets and of the Bank’s opinions, its research activities, and its product range.
• Be involved in marketing projects aimed at persuading prospective clients.
• Maintain a strong compliance culture, ensure optimal compliance and risk management by adhering to all relevant local laws, regulatory requirements, in-house directives and procedures.

Your profile

Qualifications and experience

• University degree in finance or economics.
• 5 to 10 years’ experience in a similar position.

Specific knowledge

• Client relationship management skills.
• Solid understanding of investments, banking and trust concepts including, but not limited to asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews.
• Knowledgeable across asset classes and investment vehicles.

Language skills

• Fluent in French and English.
• Dutch and Flemish would be an asset.

Personal qualities

• Ability to demonstrate negotiating skills.
• Excellent communication and presentation skills, both written and oral.
• Solutions-oriented and proactive mindset.

Note

We will not accept any CVs from agencies.

In accordance with the provisions of the Luxembourg law of 23 July 2016 amending the law of 29 March 2013, candidates may be required to provide an extract from their criminal record. This document, issued by the authorities, must not be older than three months. Such a document will be requested with the aim of carrying out a character check on candidates, bearing in mind the area of activity of our establishment and, more particularly, the tasks described in the job description.

Flexible and modern ways of working

As a responsible and supportive employer, we promote the well-being of our employees through a set of flexible working arrangements, ranging from a work-from-home policy for eligible functions to opportunities for annualised part-time leave and extended parental leave.

Diversity & Inclusion

Pictet is an equal opportunity employer and is committed to creating a diverse environment. We respect all individuals and seek their inclusion in the workplace.