Investment Specialist - Milan

Pictet; Milano; On-site; EUR 120,000 - 160,000; Full time

Job summary

Pictet Wealth Management in Milan seeks an experienced investment professional to build investment partnerships with CRMs and deliver tailored investment experiences aligned with clients’ needs and local specifics.

You will advise on discretionary and advisory solutions, develop new opportunities with CRMs, perform portfolio reviews, and ensure adherence to risk controls while maintaining high client service standards.

Qualifications

• Seven years of investment advisory/management experience.
• Client-facing experience.
• Fluency in Italian and English; French is an asset.
• Strong knowledge across asset classes and investment vehicles.
• Excellent portfolio construction and risk management understanding.

Responsibilities

• Communicate the investment platform’s strategy and solutions to CRMs, clients and prospects.
• Identify client needs and develop opportunities with CRMs; prepare proposals and portfolio reviews.
• Develop, offer and service discretionary mandates.
• Oversee advisory mandates and ensure alignment with investment strategy.
• Support the team lead on investment-related tasks.
• Execute and manage trade orders; invest cash positions and review client transactions.

Skills

Investment advisory

Client facing

Portfolio construction

Risk management

Presentation skills

Team player

Italian language

English language

Education

Bachelor’s degree

Master’s/MBA/CIIA/CFA

Tools

Excel

Bloomberg

PowerPoint

Avaloq

Profolio

Adobe

Word

Job description

Requisition ID125134-Posted06/10/2026-Italy-Milan- Activity area (1) -Experienced Professionals

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 to deliver clients a unique investment experience aligned with 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 (PWM, PAM and PAA).

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 seven years’ investment advisory/management experience; client-facing experience.
• Ideally cross asset class experience with bias towards equities, derivatives, structured products and knowledge in alternative investments would be an additional asset.
• Fluency in Italian and English, both written and spoken, French is an asset.
• 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.

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.