Investment Specialist - Madrid

Pictet Group; Madrid; Sur place; EUR 120 000 - 180 000; Plein temps

Résumé du poste

Pictet Wealth Management is seeking an senior investment advisory professional in Madrid to lead client-facing initiatives, develop discretionary and advisory mandates, and align portfolios with the bank’s risk framework. You will partner with CRMs to identify opportunities, present investment solutions, and service high-net-worth clients.

The role requires deep asset-class knowledge, strong presentation skills, and the ability to work both collaboratively and independently in a fast-paced

Qualifications

• Bachelor’s degree and a post-graduate degree such as a Master’s, MBA, CIIA or CFA would be an advantage.
• At least ten years’ investment advisory/management experience; client-facing experience is a must.
• Ideally cross asset class experience with bias towards mutual funds, equities, derivatives, structured products and knowledge in alternative investments would be an additional asset.
• Fluency in Spanish, English is required. French language skills is considered a plus in addition to the required languages.
• Excellent technical knowledge across asset classes, investment vehicles and the mandate/product offering.
• Excellent understanding of portfolio construction, investment processes and risk management approaches.
• IT-proficient, including knowledge of relevant software packages, on-line information systems, front-end management and order-placing systems (Excel, Word, PowerPoint, Adobe, Bloomberg, Avaloq, Profolio, , etc.).
• Strong client-focused attitude and used to working under pressure.
• Excellent presentation skills.
• Proven team player but also able to work on one’s own.
• Cross asset class experience with solid knowledge of fixed income (EM and DM), derivatives, equities, and structured products.
• Solid understanding/experience in private equity and other alternative investments.
• Experience and understanding of thematic equities would be a strong advantage.
• Ability to explain complex concepts in simple terms.

Responsabilités

• Communicating the investment platform’s strategy and solutions to CRMs, clients and prospects.
• Helping determine clients’ needs, identifying and developing new opportunities in partnership with CRMs, preparing investment/advisory proposals and portfolio reviews and helping convert prospects to clients.
• Developing, offering and servicing discretionary mandates and seeking to centralise their management.
• Overseeing advisory mandates, seeking to streamline positions and exposure and ensuring they remain consistent with the bank’s overall investment strategy and policy.
• Supporting the team head overall on various investment-related tasks.
• A full understanding of Pictet’s offering, policies and guidelines and attending relevant investment forums and presentations.
• An ability to present and defend the investment philosophy and mandate/product offering.
• Regular reviews of portfolios to monitor adherence to risk controls, compliance and client constraints.
• Executing and managing trade orders.
• Investing cash positions and managing, executing and reviewing client transactions.
• A full understanding and attribution of own advisory/managed portfolios’ performance.
• Knowledge of all available marketing documents and key resources within the Group.

Connaissances

Communication

Client facing

Presentation

Team player

Under pressure

Cross asset class

Investment knowledge

Portfolio review

Trade execution

英语流利

Formation

Bachelor’s degree

Master’s/MBA/CIIA/CFA

Outils

Excel

Word

PowerPoint

Adobe

Bloomberg

Avaloq

Profolio

Description du poste

Your team

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.

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. You will build “investment partnerships” with CRMs and fellow ISs to deliver clients a unique investment experience aligned to their needs and geographical specificities.. You will also assist CRMs in their business development efforts by identifying and presenting the most suitable investment solutions available and activate non-managed accounts.

Your role

• Communicating the investment platform’s strategy and solutions to CRMs, clients and prospects.
• Helping determine clients’ needs, identifying and developing new opportunities in partnership with CRMs, preparing investment/advisory proposals and portfolio reviews and helping convert prospects to clients.
• Developing, offering and servicing discretionary mandates and seeking to centralise their management.
• Overseeing advisory mandates, seeking to streamline positions and exposure and ensuring they remain consistent with the bank’s overall investment strategy and policy.
• Supporting the team head overall on various investment-related tasks.

This will entail:

• A full understanding of Pictet’s offering, policies and guidelines and attending relevant investment forums and presentations.
• An ability to present and defend the investment philosophy and mandate/product offering.
• Regular reviews of portfolios to monitor adherence to risk controls, compliance and client constraints.
• Executing and managing trade orders.
• Investing cash positions and managing, executing and reviewing client transactions.
• A full understanding and attribution of own advisory/managed portfolios’ performance.
• Knowledge of all available marketing documents and key resources within the Group.

Your profile

• Bachelor’s degree and a post-graduate degree such as a Master’s, MBA, CIIA or CFA would be an advantage.
• At least ten years’ investment advisory/management experience; client-facing experience is a must.
• Ideally cross asset class experience with bias towards mutual funds, equities, derivatives, structured products and knowledge in alternative investments would be an additional asset.
• Fluency in Spanish, English is required. French language skills is considered a plus in addition to the required languages.
• Excellent technical knowledge across asset classes, investment vehicles and the mandate/product offering.
• Excellent understanding of portfolio construction, investment processes and risk management approaches.
• IT-proficient, including knowledge of relevant software packages, on-line information systems, front-end management and order-placing systems (Excel, Word, PowerPoint, Adobe, Bloomberg, Avaloq, Profolio, , etc.).
• Strong client-focused attitude and used to working under pressure.
• Excellent presentation skills.
• Proven team player but also able to work on one’s own.
• Cross asset class experience with solid knowledge of fixed income (EM and DM), derivatives, equities, and structured products.
• Solid understanding/experience in private equity and other alternative investments.
• Experience and understanding of thematic equities would be a strong advantage.
• Ability to explain complex concepts in simple terms.

Note

We will not accept any CVs via agencies

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.