Investment Specialist

3 months ago


Hong Kong, Hong Kong SAR China Pictet Full time

Your team

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 5000 people. Pictet has been present in Hong Kong for more than 25 years where it employs more than 200 people.

Your role

Mission

“Investment partnership” with relationship managers to deliver Pictet’s clients a unique investment experience and service Deliver optimized investment solutions to clients with a team approach Profitably grow assets under management and managed solutions


Responsibilities

Keeping up to date with the financial markets, the Bank’s views, research and product offering across the whole firm (PWM, PAM and PAA)  Communicating the investment platform strategy and solutions to RMs, clients and prospects  Working closely with the investment Platform in Geneva and Asia and leveraging on the Bank’s product platform  Providing pro-active advice and views on specific companies or sectors for sophisticated and active trading clients  In conjunction with RMs, identify and develop new business opportunities from the existing client base as well as helping convert prospects into clients  Meeting clients and prospects together with RMs  Helping determine clients’ needs and prepare tailor made investment proposals  Implementing, monitoring and rebalancing client portfolios  Executing trade orders and confirming execution to clients, either directly or through marketing assistants  Conduct risk suitability check and selling process for investment ideas initiated by investment specialist 

Your profile

Experience

Degree in Finance related subjects Minimum 8 years of experience as investment specialist in multi-asset class advisory within the wealth management/private banking sector  Strong client-focused attitude with proactive a mindset Independent, initiative driven, mature, credible and comfortable in dealing with key clients and senior RMs Excellent interpersonal and communication skills Strong sense of teamwork Rigorous, organized, analytical, with an eye or detail Fluent in English and Mandarin  Travelling to Mainland China and Taiwan for client meetings if required

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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