Investment Specialist
View: 150
Update day: 26-03-2024
Category: Worker Sales Finance / Bank / Stock Information Technology Executive management Officer Serving / Cleaner / Maids PG / PB / Reception
Industry: Finance
Job content
Your team
You will build an ‘investment partnership’ with CRMS to deliver clients a unique investment experience aligned to their needs and geographical specificities. You will also assist CRMs in their business development efforts by identifying and presenting the most suitable investment solutions available (PWM, PAM and PAA).
Your role
- Communicating the investment platform’s strategy and solutions to CRMs, clients and prospects.
- Helping determine clients’ needs, identifying and developing new opportunities in partnership with CRMs, preparing investment/advisory proposals and portfolio reviews and helping convert prospects to clients.
- Developing, selling and servicingdiscretionary mandates and seeking to centralise their management.
- Overseeing ‘advisory-type’ mandates, seeking to streamline positions and exposure and ensuring they remain consistent with the bank’s overall investment strategy and policy.
- Supporting the team head overall on various investment-related tasks.
- A 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.
- Executing and managing trade orders.
- Investing cash positions, managing, executing and reviewing client transactions.
- A full understanding and attribution of own advisory/managed portfolios’ performance.
- Knowledge of all available marketing documents and key resources within the Group.
Your profile
- Bachelor’s degree and a post-graduate degree such as a Master’s, MBA, CIIA or CFA would be an advantage.
- At least five years’ investment advisory/management experience; client-facing experience.
- Ideally cross asset class experience with bias towards equities, derivatives, structured products and knowledge in alternative investments would be an additional asset.
- Fluency in German and good English, both written and spoken.
- Excellent technical knowledge across asset classes, investment vehicles and the mandate/product offering.
- Excellent understanding of portfolio construction, investment processes and risk management approaches.
- 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.).
- Strong client-focused attitude and used to working under pressure.
- Excellent presentation skills.
- Proven team player but also able to work on one’s own.
Note
Diversity & Inclusion
Deadline: 10-05-2024
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