Investment Specialist
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Overview
In this role you help shape a differentiated investment experience for wealthy clients by partnering with CRMs to deliver and tailor investment solutions. You will communicate the platform's strategy, identify client needs, and develop opportunities through collaboration with CRMs, guiding proposals and portfolio reviews. You'll oversee discretionary and advisory mandates, ensure alignment with the bank's investment policy, and support the team head with key investment tasks. You'll work across portfolios, monitor risk controls, and expertly present the firm's philosophy and products to clients and prospects. This is a hands-on, client-facing role that blends deep investment knowledge with a
Responsabilità
- Communicate the platform's strategy and solutions to CRMs, clients and prospects
- Identify client needs and develop opportunities with CRMs; prepare investment/advisory proposals and portfolio reviews
- Develop, offer and service discretionary mandates and centralise their management
- Oversee advisory mandates to align with bank strategy and policy
- Support the team head on investment-related tasks
- Understand Pictet's offering, policies and guidelines; attend investment forums and presentations
- Present and defend the investment philosophy and mandate/product offering
- Conduct regular portfolio reviews for risk controls, compliance and constraints
- Execute and manage trade orders; invest cash positions and manage client transactions
- Understand and attribute performance of advisory/managed portfolios
- Know marketing documents and Group resources
Requisiti fondamentali
- Bachelor's degree and a post-graduate degree such as a Master's, MBA, CIIA or CFA would be an advantage
- At least seven years' investment advisory/management experience; client-facing experience
- Cross asset class experience with bias towards equities, derivatives, structured products; knowledge in alternative investments desired
- Fluency in Italian and English; French is an asset
- Excellent technical knowledge across asset classes and investment vehicles
- Strong portfolio construction, investment processes and risk management understanding
- IT proficiency with relevant software packages and on-line information systems (Excel, Word, PowerPoint, Adobe, Bloomberg, Avaloq, Profolio)
- Strong client-focused attitude and ability to work under pressure
- Excellent presentation skills
- Proven team player but capable of solo work
- client-focused attitude
- presentation skills
- team player
- portfolio construction
- risk management
- investment vehicles knowledge
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