Investment Specialist (m|f|x) Paris

Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The partner-owned financial services group offers comprehensive services for high-net-worth individuals and families, including discretionary and advisory investment solutions and family office services.

You will build “investment partnerships” with CRMs and fellow ISs to provide clients with a unique investment experience tailored to their needs and geographical circumstances. You will also support CRMs in their business development efforts by identifying and presenting the most suitable investment solutions available and activating non-managed accounts.

Tasks

• Communicating the investment platform’s strategy and solutions to CRMs, clients, and prospects.
• In collaboration with the CRMs, identify and develop new business opportunities from the existing client base and participate in new marketing initiatives to help convert prospects into clients.
• Help determine clients’ needs and prepare investment and advisory proposals and portfolio reviews.
• Execute trade orders and confirm execution to clients, either directly or through assistants.
• Develop, sell, and retain discretionary mandates and seek to centralize their management.
• Oversee “advisory-type” mandates, seeking to streamline positions and exposure and ensure they remain consistent with the bank’s overall investment strategy and policy.
• Maintain a strong compliance culture, ensuring optimal compliance and risk management by adhering to all relevant local laws, regulatory requirements, internal directives, and procedures. Acquire the appropriate knowledge to apply these effectively and ensure fair treatment of all clients, while at the same time adhering to Pictet’s mission and core values across all activities conducted with a high degree of professional competence and awareness.

These include:

• A thorough understanding of Pictet’s offerings, policies, and guidelines, including participation in relevant investment forums and presentations.
• The ability to present and defend the investment philosophy and the mandate or product offering.
• Regular reviews of portfolios to monitor adherence to risk controls, compliance, and client constraints.
• Investment of cash positions, review of client transactions, and corporate actions.
• A thorough understanding of the attribution of one’s own portfolio performance.
• Developing appropriate marketing materials for client communication.
• Knowledge of all available marketing documents and key resources within the Group.
• Excellent technical knowledge across asset classes, investment vehicles, and mandate/product offerings.
• Excellent understanding of portfolio construction, investment processes, and risk management approaches.
• Ability to explain portfolio activity and performance to clients.
• Ability to stay current on market events and compliance/regulatory practices.
• Proficient in IT, including knowledge of relevant software packages, online information systems, front-end management, and order-placing systems (Excel, Word, PowerPoint, Adobe, Bloomberg, Avaloq, Profolio).
• Adaptable and pragmatic mindset.
• Problem-solving skills.
• Strong client-focused attitude.
• Excellent presentation and organizational skills.
• Proven team player with a collaborative mindset who is also capable of working independently.
• Strong sense of ethics, aligned with Pictet’s values and partnership culture.

Profile / Your qualification / Your personality

• A bachelor’s degree and a postgraduate degree such as a master’s, MBA, CIIA, or CFA would be an advantage.
• At least ten years of investment advisory or management experience; client-facing experience is required.
• Ideally, experience across multiple asset classes—with a focus on mutual funds, equities, derivatives, and structured products—as well as knowledge of alternative investments would be an additional asset.
• Fluency in French and English is required.
• Excellent technical knowledge across asset classes, investment vehicles, and the mandate/product offering.
• Excellent understanding of portfolio construction, investment processes, and risk management approaches.
• Proficiency in IT, including knowledge of relevant software packages, online information systems, front-end management, and order-placing systems (Excel, Word, PowerPoint, Adobe, Bloomberg, Avaloq, Profolio, etc.).
• Strong client-focused attitude and ability to work under pressure.
• Excellent presentation skills.
• Proven ability to work as part of a team while also being able to work independently.
• Cross-asset-class experience with solid knowledge of fixed income (EM and DM), derivatives, equities, and structured products.
• Solid understanding and experience in private equity and other alternative investments.
• Experience and understanding of thematic equities would be a strong advantage.
• Ability to explain complex concepts in simple terms.

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Location

5 Rue Beaujon, FR-75008 Paris