Senior Investment Specialist
Pictet
Hong Kong, Switzerland
13小时前

Your team

You will be part of the Pictet Investment Office (PIO) and will be based either in Hong Kong or Singapore.

PIO is an investment team within the Pictet Wealth Management division which manages multi-asset discretionary portfolios including alternative investments for key relationships of the bank.

Your role

Lead PIO’s initiative in Asia to source and service key Asian relationships of the bank in partnership with the relationship managers.

Your profile

  • Provide comprehensive and customised multi-asset discretionary mandates, for Ultra High Net Worth Individuals (UHNWIs) and family offices in Asia.
  • Represent the PIO investment team in front of Pictet Wealth Management Asia’s prospects and clients and act as a dedicated investment specialist for PIO clients in the region.
  • Present customised global investment solutions to UHNWIs prospects.
  • Prepare and present clients’ investment management reports and strategy updates.
  • Act as a link between PIO investment team and Relationship Managers and Investment Specialists.
  • Strong client-focus and excellent presentation skills, having had experience dealing with UHNWI, family offices or institutional clients.
  • Very good knowledge and understanding of asset classes, asset-allocation, portfolio construction and multi-asset portfolios, including alternative investments.
  • Deep understanding of public and private equity markets.

  • Be able to explain portfolio activity and performance to clients, as well as be up to date to explain market events and macroeconomic developments.
  • Ability to work alone and good organisational skills and able to deliver end-to-end solutions, investment proposals and reviews in a timely manner.
  • Entrepreneurial mindset and ability to generate and develop client opportunities independently.
  • Academic background with master’s degree in relevant field with CAIA / CFA a plus.
  • Ten years’ experience in finance and investments, in either investment management, wealth management or investor relations.
  • Fluent in English and other local languages.
  • Ref : SIS / AJ / FP

    NoteWe will not accept any CVs via agencies

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