Your team

Your role

• Assist and support the PIO Investment Manager in their daily tasks, including overseeing the discretionary multi-asset investment portfolios.
• Prepare and present client investment management reports, analysis and strategy updates.
• Prepare material and present the PIO investment offering alongside senior members of the team to Pictet Wealth Management bankers, prospects and clients.
• Act as a liaison between the PIO investment team and relationship managers, as well as front office investment specialists.

Your profile

• Academic background with an MA in a relevant field, CAIA/ CFA a plus.
• A minimum of 10 years of experience in finance and investments, in either investment management, investment banking, wealth management or investor relations.
• Fluent in French and English, other local languages a plus.
• Strong client-focus and excellent presentation skills, experience with large wealth clients, family offices or institutional clients a plus.
• Good knowledge and understanding of asset classes, asset allocation, portfolio construction and multi-asset portfolios, including alternative investments. Good understanding of public and private equity markets.
• Ability to explain portfolio activity and performance to clients, and ability to explain current market events and macroeconomic developments.
• Ability to work independently and good organisational skills, and ability to deliver end-to-end solutions, investment proposals and reviews in a timely manner.
• Entrepreneurial mindset and ability to work on key priorities independently
• Must be resident in Switzerland or willing to relocate

Note

We will not accept any CVs via agencies

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