Senior Investment Specialist
1 week ago
The Pictet group is one of the world's leading independent wealth and asset managers. Founded in 1805 and headquartered in Geneva, Switzerland, the Group is represented in 30 offices in financial centres worldwide, currently employing over 4600 people. Pictet has been present in Singapore for more than 25 years where it employs over 200 people.
Your role- "Investment partnership" with RMs covering both North Asia (HK/China/Taiwan) and South East Asia clients in delivering Pictet's unique investment experience and service
- Deliver optimized investment performance
- Keep up to date with the financial markets, the Bank's views, research and product offering across the whole firm within PWM – Advisory, DPM (including PIO, GFM), 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 solutions or investment proposals (investment solution)
- Monitor performance, risk and individual positions for both Discretionary and advisory investments under responsibility (monitoring)
- Conduct risk suitability check and selling process for investment ideas initiated by investment specialist (compliance)
- Strong client-focused attitude
- Mature, 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
- At least 5 years of investment experience with North Asia client coverage. Experience dealing with UHNW clients is preferred.
We will not accept any CVs via agencies
Diversity & InclusionPictet 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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