Senior Wealth Investment Advisor

Pictet Group

Piemonte

On-site

EUR 120,000 - 190,000

Full time

14 days+

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Job summary

Pictet Wealth Management seeks a senior investment professional to partner with CRMs in Italy, delivering tailored investment experiences aligned with clients’ needs and local specifics. You will present solutions across PWM, PAM, and PAA, and help develop new opportunities by preparing investment and advisory proposals and portfolio reviews for prospects.

You will oversee discretionary mandates and advisory mandates, ensuring positions align with the bank’s strategy and risk controls, while

Qualifications

Bachelor’s degree and a post-graduate degree would be advantageous.
At least seven years’ investment advisory/management experience with client contact.
Cross-asset knowledge with emphasis on equities and derivatives is ideal.
Fluency in Italian and English; French is a plus.
Strong understanding of portfolio construction, risk management and investment processes.

Responsibilities

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, centralising management where possible.
Oversee advisory mandates and ensure alignment with bank strategy and policy.
Support the team head on various investment-related tasks.