Investment Specialist in Genève

pRequisition ID -Postedb04/09/2026 /b-bSwitzerland /b-bGeneva /b- Activity area (1) -bExperienced Professionals /b /p pPictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial service group offers a comprehensive service for wealthy individuals and families including discretionary and advisory investment solutions and family office services.br/You will build “investment partnerships” with CRMs to deliver clients a unique investment experience aligned with 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). /p h3Your role /h3 ul liCommunicating the investment platform’s strategy and solutions to CRMs, clients and prospects. /li liHelping 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. /li liDeveloping, offering and servicing discretionary mandates and seeking to centralise their management. /li liOverseeing advisory mandates, seeking to streamline positions and exposure and ensuring they remain consistent with the bank’s overall investment strategy and policy. /li liSupporting the team head overall on various investment-related tasks. /li /ul pThis will entail: /p ul liA full understanding of Pictet’s offering, policies and guidelines and attending relevant investment forums and presentations. /li liAn ability to present and defend the investment philosophy and mandate/product offering. /li liRegular reviews of portfolios to monitor adherence to risk controls, compliance and client constraints.Executing and managing trade orders. /li liInvesting cash positions and managing, executing and reviewing client transactions. /li liA full understanding and attribution of own advisory/managed portfolios’ performance. /li liKnowledge of all available marketing documents and key resources within the Group. /li /ul h3Your profile /h3 ul liBachelor’s degree and a post-graduate degree such as a Master’s, MBA, CIIA or CFA would be an advantage. /li liAt least seven years’ investment advisory/management experience; client-facing experience. /li liIdeally cross asset class experience with bias towards equities, derivatives, structured products and knowledge in alternative investments would be an additional asset. /li liFluency in Italian or Spanish, and English, both written and spoken. Fluency in Portuguese is an asset. /li liExcellent technical knowledge across asset classes, investment vehicles and the mandate/product offering. /li liExcellent understanding of portfolio construction, investment processes and risk management approaches. /li liIT-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, etc.). /li liStrong client-focused attitude and used to working under pressure. /li liExcellent presentation skills. /li liProven team player but also able to work on one’s own. /li /ul h3Note /h3 pWe will not accept any CVs via agencies /p h3Diversity Inclusion /h3 pbPictet is an equal opportunity employer and is committed to creating a diverse environment. We respect all individuals and seek their inclusion in the workplace. /b /p #J-18808-Ljbffr