Senior Investment Specialist in Genève

h3Your team /h3 /brpPictet Wealth Management combines more than 220 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. /p /brpIts Geneva-based affiliate, Pictet North America Advisors (PNAA), an SEC-registered independent Advisor, is seeking to recruit a Senior Investment Specialist to strengthen its Investment team. /p /brh3Your role /h3 /brpYou will build tailored multi-asset solutions, advise clients directly, and help shape the investment content and product shelf. You will support CRMs' business development activities by identifying and presenting the most suitable investment solutions. The role combines client-facing advice with portfolio analysis, research coordination, and investment risk oversight, all within the regulatory and tax framework applicable to US persons. /p /brh3Key Responsibilities /h3 /brh3Client advisory and service /h3 /brul /brliAct as the investment point of contact for a portfolio of PNAA clients, alongside relationship managers; present ideas, proposals and portfolio reviews directly to clients. /li /brliDesign and implement investment proposals (advisory mandates, discretionary portfolios, or hybrids), including large cash deployment, liquidity management and rollover of maturing instruments. /li /brliPerform in-depth portfolio analysis (asset allocation, concentration and liquidity risk) and recommend diversification strategies. /li /brliAdvise on asset/liability management, including Lombard and credit-line exposures, collateral coverage and the impact of interest-rate changes. /li /brliCoordinate account onboardings and transfers with operations, portfolio managers and other internal teams. /li /br /ul /brh3Support to relationship managers /h3 /brul /brliRespond to requests on portfolio reviews, bond and equity lists, mandate performance, specific instruments and market opportunities. /li /brliWork closely with relationship managers to increase share of wallet and expand the client base. /li /br /ul /brh3Investment research and product shelf /h3 /brul /brliWrite and distribute regular advisory notes on equities, fixed income, funds, commodities and thematic ideas, including relative-value trades and annual top-picks. /li /brliContribute to recurring publications such as weekly market commentary, monthly reports and fund factsheets. /li /brliCoordinate investment case reviews with internal and external analysts, maintain the approved investment universe and help select high-conviction ideas. /li /brliAssess new products for the shelf (e.g. alternative funds, SMAs), ensuring suitability for US taxpayers. /li /brliMonitor firm-wide and client-level exposure to sensitive or downgraded instruments and coordinate remediation with relationship managers, clients and investment committees. /li /br /ul /brh3Portfolio management support and projects /h3 /brul /brliProvide cover for portfolio managers: invest/divest portfolios, rebalance, manage cash and trade short-term instruments (e.g. T-Bills, fiduciary deposits). /li /brliContribute to strategic projects, including digital client communication, internal tools, process automation and new mandate offerings. /li /br /ul /brh3Your profile /h3 /brul /brliMaster's degree in finance or equivalent qualification. /li /brliPostgraduate CIIA/CFA (or similar) preferred. /li /brliAt least 10 years' investment advisory/management experience, including client-facing responsibilities. /li /brliStrong client focus; able to work effectively under pressure. /li /brliIdeally, cross-asset experience with emphasis on equities, bonds, derivatives, structured products and alternative investments. /li /brliHighest integrity, strong team spirit, and genuine passion for security analysis and investment management. /li /brliExcellent English, written and spoken; experience with US clients and regulatory framework is an asset. /li /brliStrong understanding of portfolio construction, investment processes and risk management. /li /brliFlexible, able to meet tight deadlines and manage multiple tasks, including administrative duties. /li /brliAble to communicate complex financial concepts clearly and persuasively, building strong client relationships. /li /brliProven team player with the ability to work autonomously. /li /brliResidence in Switzerland required, or willingness to relocate. /li /br /ul /brpAs the successful applicant, you will be thorough and methodical in your approach to your work. In addition to excellent analytical skills and the ability to process information, you will have proven experience in the field of equity portfolio management. Your excellent communication skills will enable you to work closely with your colleagues. /p /brpYou stand out for your results-driven customer-focused approach as well as your integrity and discretion. You show initiative and work accurately and autonomously, paying due regard to the confidential nature of the work allocated to you. /p /brpRef: SIS/FT/MK /p /brh3Diversity Inclusion /h3 /brpPictet is an equal opportunity employer and is committed to creating a diverse environment. We respect all individuals and seek their inclusion in the workplace. /p #J-18808-Ljbffr