(Senior) Investment Specialist (m/f/d)

PICTET -
Frankfurt am Main

Jetzt bewerben

Details zur Stelle

vor 8 Tagen

Qualifikationen

Microsoft Powerpoint
Investment
Bloomberg
Master
Bachelor
Risikomanagement
Finanzdienstleistungen

Vollständige Stellenbeschreibung

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 comprehensive support for wealthy individuals and families, including discretionary and advisory investment solutions and family office services.

You will work closely with our bankers and fellow Investment Specialists to build lasting investment partnerships and deliver a distinctive investment experience tailored to each client’s needs and geographic circumstances. You will also support bankers in their business development efforts by identifying and presenting the most appropriate investment solutions and encouraging clients with non-managed accounts to consider actively managed options.

We are looking for a (Senior) Investment Specialist (m/f/d) to strengthen our team in Frankfurt am Main.

Your role

to work with bankers to identify and develop new business opportunities within the existing client base and contribute to marketing initiatives to help convert prospects into clients.
to help determine clients’ needs and prepare investment and advisory proposals and portfolio reviews.
to execute trade orders and confirm execution to clients, either directly or through assistants.
to develop, promote and retain discretionary mandates, while seeking to centralise their management.
to oversee advisory mandates, streamline positions and exposure, and ensure that they remain consistent with the bank’s overall investment strategy and policy.
to maintain a strong compliance culture and ensure effective compliance and risk management by adhering to all relevant local laws, regulatory requirements, in-house directives and procedures.

Your profile

Bachelor’s degree required; a postgraduate qualification such as a Master’s degree, MBA, CIIA or CFA would be an advantage.
At least ten years’ experience in investment advisory/management; client-facing experience is a must.
Ideally, experience across asset classes, with a focus on equities, derivatives and structured products; knowledge of alternative investments would be an advantage.
Native or near-native command of German and excellent command of English are required.
Excellent technical knowledge of asset classes, investment vehicles and discretionary and advisory mandate offerings.
Excellent understanding of portfolio construction, investment processes and risk management approaches.
IT-proficiency, including knowledge of relevant software packages, online information systems, front-end management and order-placing systems (Excel, Word, PowerPoint, Adobe, Bloomberg, Avaloq, Profolio, etc.).
Strong client-focused attitude and capacity to work under pressure.
Excellent presentation skills.
Proven team player with the ability to work independently.

Note

We Offer
You can expect a varied and responsible range of tasks in a respected and growing private bank. In addition, we offer attractive compensation and comprehensive social benefits. Opportunities for professional development and further training are also provided, and taking advantage of these is highly valued.

We welcome you to join our dedicated and motivated team!

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.

Jetzt bewerben

Your team

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Diversity & Inclusion

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