Investment Specialists Assistant (Maternity cover)

☞ PICTET

Aussicht: 153

Update Tag: 14-04-2024

Ort: Zürich Zürich ZH

Kategorie: Verwaltung / Büro / Assistent Arbeit Teilzeit Der Umsatz Finanzen / Bank / Aktien Geschäftsführung Offizier Servieren / Putzfrau / Dienstmädchen PG / PB / Empfang

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Jobinhalt

Your team

Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial services group offers a comprehensive service for wealthy individuals and families including discretionary and advisory investment solutions and family office services. Our culture welcomes independent thinkers and centres around investment excellence, a long-term perspective and a dedication to client service.
We are looking for a motivated investment-savvy person to provide maternity leave cover within our Investment Specialists team in Zurich. This is a 100% position for six to eight months.

Your role

  • working closely with the Investment Specialists team to identify new business opportunities for existing clients and develop appropriate proposals.
  • helping to identify client needs and suggesting relevant investment solutions.
  • keeping abreast of the strategies and solutions presented by the investment platform and translating these into pitches.
  • analysing the performance of client portfolios and suggesting potential changes where appropriate.
  • monitoring client advisory portfolios.
  • placing market orders and ensuring they are executed.
  • keeping abreast of developments in the financial markets and Pictet’s views, research and product range, responding to enquiries in this area from relationship managers and clients, working closely with the investment platform.
  • devising trading ideas based on market analysis and research and turning them into compelling pitches for clients.
  • working closely with the Investment Specialists team to develop portfolio monitoring tools and systems to ensure efficient tracking and evaluation of implemented portfolios.
  • providing all round support for the Investment Specialists team in various client-related activities.

Your profile

  • Bachelor or master’s in Finance or Economics.
  • A postgraduate qualification would be an asset (CIIA or CFA).
  • No more than two years’ professional experience.
  • Highly organised with strong analytical skills as well as a keen eye for detail and an ability to assimilate large amounts of information both quickly and easily.
  • Proficient in Excel (macro programming skills an advantage) and PowerPoint.
  • A definite interest in financial markets and international current affairs.
  • A well-developed service-oriented attitude, together with outstanding interpersonal and communication skills.
  • A strong team player.
  • Excellent command of German and English.
  • The successful candidate will be required to reside in Switzerland.

Start date: March or earlier

Note

We will not accept any CVs via agencies

Diversity & Inclusion

Pictet is an equal opportunity employer and is committed to creating a diverse environment. We respect all individuals and seek their inclusion in the workplace.
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Frist: 29-05-2024

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