Fund Advisor
Vor 3 Tagen
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 range of services for wealthy individuals and families, including discretionary and advisory investment solutions and family office services.
We are seeking to recruit a Fund Advisor. Your mission will be to participate the distribution of the global Funds offering in the Bank's private wealth management division: market efficiently Funds solutions, manage high-convictions lists in line with the House View, organize marketing campaigns and become the go-to experts for the Front for Funds. Create content, animate and activate the existing Funds offering in collaboration with Product Management & Strategy and Content Marketing. Provide support to the Front in their client servicing for Funds in order to acquire or retain assets under management.
Your role
• Create and distribute timely investment advice in the asset class (long-only funds and ETFs, both internal and external) in line with the House View and taking advantage of prevailing market conditions.
• Create and maintain a strong partnership with the due diligence team for strict alignment of the universe and communications.
• Follow up on recommendations (performance, communication, risk exposure).
• Construct and review funds-only portfolios.
• Provide support with ad-hoc queries.
• Create and distribute the Advisory long-only funds communications to the front (marketing documents, broadcasts and emails).
• Support the sales of fund recommendations and more broadly of Advisory mandates.
• Analyze the book of business for opportunities.
• Monitor and analyze the flow of transactions in funds, for volume and revenues.
• Liaise and partner with the other Investment Solutions members for alignment of the Advisory offering.
• Establish strong partnerships with the Front, and support investment proposals and marketing efforts.
• Establish strong partnerships with the other investment teams.
Your profile
• Graduate degree in economics, business, engineering or similar subject.
• Ideally a post-graduate degree such as a Master's degree, MBA, CIIA or CFA.
• Approximately 7+ years' experience in finance, with a particular focus on fund marketing.
• Fluency in English. Other languages are a plus.
• Excellent knowledge of long-only managers, and more generally of the asset management world.
• Excellent investment knowledge across asset classes.
• Excellent communication skills, both verbal and written, ability to articulate a short and convincing pitch. Excellent public-speaking and presentation skills.
• Ability to articulate an investment story-line across asset classes, in line with the investment views of the Bank and taking advantage of market opportunities.
• Very good understanding of portfolio construction, investment processes and risk management approaches.
• A clear focus on client servicing.
• Demonstrate strong collaborative skills looking for win-win partnerships with main stakeholders.
• Strong analytical and problem-solving skills.
• Very proactive and results-oriented.
• Very strong team spirit and ability to partner with other teams.
• Strong sense of ethics, aligned with Pictet's values and partnership culture.
• Must be resident in Switzerland with a valid work permit.
ref: FA/AJ/RC
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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