Wealth Investment Strategist

Pictet

Milano

On-site

EUR 120,000 - 160,000

Full time

5 days ago

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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.