Client-Facing Investment Specialist & Portfolio Advisory

Pictet Group; Lombardia; Presencial; EUR 100.000 - 140.000; Jornada completa

Descripción de la vacante

Pictet Group in Lombardy seeks a senior investment professional to communicate the investment platform's strategy to CRMs, clients and prospects and to develop new opportunities with the team. You will manage discretionary mandates, oversee advisory mandates, execute trades and monitor portfolios while leveraging leading tools.

The ideal candidate has seven+ years in investment advisory, strong cross-asset knowledge, excellent presentation skills and fluency in Italian and English.

Formación

• At least seven years investment advisory/management experience with client interaction.
• Strong knowledge across asset classes and investment processes.
• Expert understanding of portfolio construction and risk management.
• Excellent presentation and communication skills.

Responsabilidades

• Communicate the investment platform's strategy to CRMs, clients and prospects.
• Identify client needs and develop opportunities with CRMs, prepare proposals and reviews.
• Develop and service discretionary mandates and centralise management.
• Oversee advisory mandates and ensure alignment with policy.
• Support the team head on various investment-related tasks.
• Execute and manage trade orders and client transactions.
• Monitor portfolios for risk controls and adherence to constraints.

Conocimientos

Italian & English fluency

Presentation skills

Client-facing experience

Team player

Problem solving

Cross-asset knowledge

Educación

Master's degree or CFA beneficial

Herramientas

Bloomberg

Avaloq

Profolio

Excel

Word

PowerPoint

Adobe

Descripción del empleo

Pictet Group in Lombardy seeks a senior investment professional to communicate the investment platform's strategy to CRMs, clients and prospects and to develop new opportunities with the team. You will manage discretionary mandates, oversee advisory mandates, execute trades and monitor portfolios while leveraging leading tools.

The ideal candidate has seven+ years in investment advisory, strong cross-asset knowledge, excellent presentation skills and fluency in Italian and English.