To select from the existing universe international equities suitable to Advisory clients in light of their investment and risk profiles.
To generate investment ideas and write brief alerts to be sent to all existing clients.
To follow up with active clients through calls or emails and guide clients to increase their investments.
To take part in the weekly AMM meeting and generate views and ideas to share with the team.
In conjunction with the PM team, communicate the investment platform’s strategy and solutions to CRMs, clients and prospects.
Determine clients’ needs and provide proposals for appropriate investment solutions, particularly in the area of international equities.
Help manage non-discretionary (Advisory) mandates to achieve portfolio performance that meets clients’ requirements and PNAA’s guidelines whilst minimizing operational risk.
Draw up high quality professional investment / advisory proposals and portfolio reviews.
Returning calls / emails from clients about investments, formulating responses in line with their investment and risk.
Maintain a strong culture of compliance, ensuring optimal compliance and risk management in adherence with all relevant local laws, regulations, in-
house directives and procedure as well as adequate knowledge to apply them effectively and ensure fair treatment of all clients;
at the same time, adhering to the mission and core values of Pictet in carrying out their duties to the highest standards of excellence.
1) Core skills
Excellent technical knowledge across asset classes, investment vehicles and the mandate / product offering.
Understanding of portfolio construction, investment processes and risk management approach.
Ability to explain portfolio activity and performance to clients.
Ability to keep an up-to-date understanding of market events and compliance / regulatory practices.
Computer skills and knowledge of relevant software packages and on-line information systems, front-end management and order placing systems used by the team (Avaloq, Profolio, Prime, Bloomberg, etc.).
Proactive and results oriented.
Customer-focused and communicator with excellent presentation skills.
Collegial with good team working skills whilst also able to work autonomously.
2) Qualifications and experience
Fluent in English and other languages (written and spoken) as required by the markets.
5 years of experience working as an Advisor to clients under main regulations such as the US, Hong Kong, etc.
Full understanding of the investment platform’s offering, policies and guidelines.
Ability to present and defend the investment philosophy and mandate / product offering.
Ability to carry out portfolio reviews to monitor adherence to risk controls, compliance and client constraints. Ref.SA / FT / HR
We will not accept any CVs via agencies