Investment Specialist - Milan

Pictet; Monza; Presencial; EUR 110.000 - 170.000; Jornada completa

Descripción de la vacante

Pictet cercano un professionista nel wealth management per guidare proposte d'investimento, revisioni di portafoglio e gestione di mandati discrezionali e consulenziali.

La figura collabora con CRMs, presenta la filosofia d'investimento della banca e monitora i profili di rischio, contribuendo al successo di una clientela ad alto valore. Ruolo hands-on e client-facing in Lombardia.

Formación

• Almeno sette anni di esperienza in investment advisory/gestione con interazione con i clienti.
• Esperienza cross-asset con focus su azioni, derivati e prodotti strutturati; conoscenza di investimenti alternativi è preferita.
• Fluenza in italiano e inglese; il francese è un asset.

Responsabilidades

• Comunicare la strategia e le soluzioni della piattaforma a CRMs, clienti e prospect.
• Identificare le esigenze dei clienti e sviluppare opportunità con CRMs; preparare proposte di investimento e revisioni di portafoglio.
• Sviluppare, offrire e gestire mandati discrezionali e centralizzare la loro gestione.
• Supervisionare mandati di consulenza per allinearsi con la strategia e le policy della banca.
• Supportare il responsabile del team in compiti relativi agli investimenti.
• Comprendere l’offerta Pictet, le policy e le linee guida; partecipare a forum e presentazioni.

Conocimientos

Esperienza in consulenza/investimenti

Comprensione esigenze clienti

Costruzione portafogli e gestione delR

Conoscenza delle classi di attivi

Ottime capacità di presentazione

Fluenza in italiano e inglese

Capacità di lavoro in team

Educación

Laurea + post-laurea (Master/MBA/CIIA/CFA)

Herramientas

Excel

Word

PowerPoint

Adobe

Bloomberg

Avaloq

Profolio

Descripción del empleo

Overview

In this role you help shape a differentiated investment experience for wealthy clients by partnering with CRMs to deliver and tailor investment solutions. You will communicate the platform’s strategy, identify client needs, and develop opportunities through collaboration with CRMs, guiding proposals and portfolio reviews. You’ll oversee discretionary and advisory mandates, ensure alignment with the bank’s investment policy, and support the team head with key investment tasks. You’ll work across portfolios, monitor risk controls, and expertly present the firm’s philosophy and products to clients and prospects. This is a hands‑on, client‑facing role that blends deep investment knowledge with a

Responsabilità

• Communicate the platform’s strategy and solutions to CRMs, clients and prospects
• Identify client needs and develop opportunities with CRMs; prepare investment/advisory proposals and portfolio reviews
• Develop, offer and service discretionary mandates and centralise their management
• Oversee advisory mandates to align with bank strategy and policy
• Support the team head on investment-related tasks
• Understand Pictet’s offering, policies and guidelines; attend investment forums and presentations
• Present and defend the investment philosophy and mandate/product offering
• Conduct regular portfolio reviews for risk controls, compliance and constraints
• Execute and manage trade orders; invest cash positions and manage client transactions
• Understand and attribute performance of advisory/managed portfolios
• Know marketing documents and Group resources

Requisiti fondamentali

• 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
• Cross asset class experience with bias towards equities, derivatives, structured products; knowledge in alternative investments desired
• Fluency in Italian and English; French is an asset
• Excellent technical knowledge across asset classes and investment vehicles
• Strong portfolio construction, investment processes and risk management understanding
• IT proficiency with relevant software packages and on-line information systems (Excel, Word, PowerPoint, Adobe, Bloomberg, Avaloq, Profolio)
• Strong client-focused attitude and ability to work under pressure
• Excellent presentation skills
• Proven team player but capable of solo work