Direct Advisor

vor 1 Woche

Geneve, Schweiz PICTET Vollzeit

**Your team**:

- Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The partner-owned financial services group provides a comprehensive offering for wealthy individuals and families, including discretionary and advisory investment solutions and family office services.- As a Direct Advisor, you will outline the view of the CIO Office and Bank’s house view to clients while providing trading support and pro-active advice. You will also answer to client queries and respond to requests for information, in compliance with the applicable procedures and internal/external rules.**Your role**:

- Providing private clients with close access to the market and swift access to the trading floor.
- Offering advice and responding to clients’ requests and queries.
- Advising clients with tactical investments strategies and trading ideas across all asset classes.
- Giving clients access to a selection of financial and trading publications, and translating the information gained into investment ideas.
- Keeping abreast of the latest developments on financial markets and of the macro environment.
- Interpreting financial/market reports, as well as evaluating data analysis.
- Monitoring clients’ positions with a view to optimising performance and adjusting them to take account of risk.
- Providing constant feedback to clients’ CRMs and other major stakeholders.
- Maintaining a strong compliance culture. Ensuring optimal compliance and risk management by adhering to all applicable local legislation, regulatory provisions, in-house directives and procedures as a first line of defence.

**Your profile**:

- A university degree: ideally Master’s degree or a postgraduate qualification such as a CFA.
- At least 10 years’ experience in a similar function.
- A strong financial markets background with strong knowledge across asset-classes.
- Advanced knowledge of financial products and services with solid experience on derivatives.
- In-depth knowledge of the Bank’s offering.
- Fluent French and English; good knowledge of other language(s) would be a plus.
- Excellent IT skills, in particular Avaloq, Athena, Bloomberg and MS Excel.
- Strong problem-solving skills.
- A client-oriented approach.
- Excellent interpersonal and communication skills.
- Must be resident in Switzerland, or willing to relocate.

Ref. DA/AO/AJ**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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