Investment Specialist

2 days ago

Singapore PICTET Full time

**Your team**:

- “Investment partnership” with RMs covering North Asia (HK/China/Taiwan) to deliver Pictet’s Mandarin-speaking clients a unique investment experience and service
- Deliver optimized investment performance
- Profitably grow assets under management in North Asia

**Your role**:

- Keeping up to date with the financial markets, the Bank’s views, research and product offering across the whole firm (PWM, PAM and PAA) _(knowledge)_
- Communicating the investment platform strategy and solutions to CRMs, clients and prospects _(communication)
- Working closely with the investment Platform in Geneva and Asia and leveraging on the Bank’s product platform _(content)_
- In conjunction with the RMs, identify and develop new business opportunities from the existing client base as well as helping convert prospects into clients _(development)_
- Meeting clients and prospects together with RMs _(client facing)_
- Helping determine clients’ needs and prepare tailor made investment proposals _(investment solution)_
- Monitor performance, risk and individual positions for advisory portfolios under responsibility _(monitoring)_
- Conduct risk suitability check and selling process for investment ideas initiated by investment specialist _(compliance)_

**Your profile**:

- Strong client-focused attitude
- Credible and comfortable in dealing with key clients and senior RMs
- Excellent interpersonal and communication skills
- Strong sense of teamwork
- Solid experience and knowledge of all asset classes and portfolio construction
- Rigorous, organized, analytical, with an eye for detail
- Excellent written and verbal communication in both English and Mandarin
- At least 5 years of investment experience with North Asia client coverage. Experience dealing with UHNW clients is preferred.

**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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