Senior Investment Partner — Paris Wealth Management

Pictet; Paris; On-site; EUR 90,000 - 130,000; Full time

Job summary

Pictet Wealth Management invites a seasoned Investment Specialist to Paris. You will share the investment platform’s strategy with CRMs, clients, and prospects, and partner with CRMs to develop opportunities from existing clients and marketing initiatives to convert prospects.

You will prepare investment/advisory proposals, execute trades, and grow discretionary mandates while ensuring strict compliance with local laws and Pictet's policy.

Qualifications

• Bachelor's degree; post-graduate degree such as Master/MBA/CIIA/CFA is advantageous.
• At least ten years’ experience in investment advisory/management with client facing.
• Cross asset class exposure with funds, equities, derivatives and private equity is desirable.

Responsibilities

• Communicate platform strategy to CRMs, clients and prospects.
• Identify new business opportunities and assist with marketing initiatives.
• Prepare investment/advisory proposals and portfolio reviews.
• Execute trade orders and confirm execution to clients.
• Develop discretionary mandates and oversee advisory mandates.
• Maintain compliance and risk management per laws and policies.

Skills

Investment advisory

Client relationship mgmt

Cross-asset knowledge

Regulatory compliance

Portfolio review

IT proficiency

Education

Bachelor's degree

Master's/MBA/CIIA/CFA advantage

Tools

Bloomberg

Avaloq

Profolio

Excel/PowerPoint

Job description

Pictet Wealth Management invites a seasoned Investment Specialist to Paris. You will share the investment platform’s strategy with CRMs, clients, and prospects, and partner with CRMs to develop opportunities from existing clients and marketing initiatives to convert prospects.

You will prepare investment/advisory proposals, execute trades, and grow discretionary mandates while ensuring strict compliance with local laws and Pictet's policy.