Investment Specialist
Pictet Group
Geneva, Switzerland
vor 8 Std.

Mission

Build an investment partnership’ with CRMS to deliver clients a unique investment experience aligned to their needs and geographical specificities.

Assist CRMs in their business development efforts by identifying and presenting the most suitable investment solutions available (PWM, PAM and PAA).

Activate non-managed accounts and oversee non-centralised discretionary mandates while seeking to reduce operational risk.

Responsibilities

  • Communicate the investment platform’s strategy and solutions to CRMs, clients and prospects.
  • In conjunction with the CRMs, identify and develop new business opportunities from the existing client base as well as taking part in new marketing initiatives to help convert prospects to clients.
  • Help determine clients’ needs and prepare investment / advisory proposals and portfolio reviews.
  • Execute trade orders and confirm execution to clients, either directly or through assistants.
  • Develop, sell and retain discretionary mandates and seek to centralise their management. For non-centralised discretionary mandates seek to achieve portfolio performance that meets mandated client requirements and the Bank’s guidelines while minimising operational risk.
  • Oversee advisory-type’ mandates, seeking to streamline positions and exposure and ensure they remain consistent with the bank’s overall investment strategy and policy.
  • Work with the Advisory team to provide solutions.

  • Act as mentor to the team.
  • Maintain a strong compliance culture, ensuring optimal compliance and risk management by adhering to all relevant local laws, regulatory requirements, in-
  • house directives and procedures. Acquire the appropriate knowledge to apply these effectively and ensure fair treatment of all clients, while at the same time adhering to the mission and core values of Pictet across all activities conducted with a high degree of professional competency and awareness.

    These entail :

  • Full understanding of Pictet’s offering, policies and guidelines, 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.
  • Investment of cash positions, review of client transactions and corporate actions.
  • Full understanding of attribution of own portfolio performance.
  • Developing appropriate marketing material for client communication.
  • Knowledge of all available marketing documents and key resources within the Group.
  • Profile

  • Excellent technical knowledge across asset classes, investment vehicles and mandate / product offering.
  • Minimum of ten years’ investment management experience; client-facing experience would be an asset.
  • Excellent understanding of portfolio construction, investment processes and risk management approaches.
  • Ability to explain portfolio activity and performance to clients.
  • Ability to keep abreast of market events and compliance / regulatory practices.
  • 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, Prime, Pcube, Sylvan, etc.).

  • Problem-solving abilities.
  • Strong client-focused attitude.
  • Excellent presentation skills.
  • Proven team player but also able to work alone.
  • Strong sense of ethics, aligned with Pictet’s values and partnership culture.
  • Bachelor’s degree.
  • Ideally a post-graduate degree such as a Master’s degree, MBA, CIIA or CFA.
  • Minimum of ten years’ investment management experience; client-facing experience would be an asset.
  • Fluency in English and other languages, as required by the markets covered.
  • JR 8896

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