The Pictet group is one of the world’s leading independent wealth and asset managers. Founded in 1805 and headquartered in Geneva, Switzerland, the Group is represented in 30 offices in financial centers worldwide, currently employing more than 4600 people.
Pictet has been present in Zurich since 1982 where it employs 200 people. The Zurich branch is located at the Leuenhof, one of the most historic buildings on the prestigious Bahnhofstrasse.
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.
As a Junior Private Banker you will be working in the German Speaking Switzerland Team within the bank’s Wealth Management in our Zurich office .
Eager and motivated to contribute to the team’s success and to start a successful career to become a private banker.
Your responsibilities include the following :
Develop and maintain a close and trusting long-term relationship with clients
Analyze the wealth structure and needs of new clients
Prepare investment proposals and solutions aligned with the client’s goals, assets and chosen investment policy
Execute transactions, payments and other banking operations
Set up new accounts and follow-up on administrative matters
Meet prospects and clients, prepare client meetings and manage follow-up actions
Maintain close collaboration with Investment Specialists and the Investment Platform to keep up-do-date with investment solutions and guidelines, and contribute to the development and implementation of a best-in-class product offering
Control and handling of internal processes; client compliancy; data base; client files to all relevant local laws and regulatory requirements
Client relationship management skills
Understanding of investments, banking and trust concepts including, but not limited to : asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and identification of wealth planning opportunities
Knowledgeable across asset classes and investment vehicles
Solutions-oriented and proactive mindset
Excellent communication and presentation skills, both written and oral
Ability to demonstrate negotiating skills
Degree in finance or equivalent qualification
A post-graduate type qualification such as CFA, AZEK or equivalent would be an asset
Highly proficient in standard IT applications as well as Bloomberg and Reuters
Minimum 3 years of private banking experience
Excellent in German and English, French skills are a plus
Start date : tbd