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Investment Specialist

2 months ago


Hong Kong, Central and Western District, Hong Kong SAR China Pictet Full time

About Pictet

Pictet is a leading independent wealth and asset management group, founded in 1805 and headquartered in Geneva, Switzerland. With a presence in 30 offices worldwide, the group employs over 5,000 people and has been serving clients in Hong Kong for over 25 years.

Your Role

Mission

  • Partner with relationship managers to deliver a unique investment experience and service to clients.
  • Develop and deliver optimized investment solutions to clients through a team approach.
  • Grow assets under management and managed solutions profitably.

Responsibilities

  • Stay up-to-date with financial markets, the bank's views, research, and product offerings across the firm.
  • Communicate the investment platform strategy and solutions to relationship managers, clients, and prospects.
  • Collaborate with the investment platform in Geneva and Asia, leveraging the bank's product platform.
  • Provide proactive advice and views on specific companies or sectors for sophisticated and active trading clients.
  • Identify and develop new business opportunities with existing clients and convert prospects into clients.
  • Meet with clients and prospects, along with relationship managers.
  • Determine clients' needs and prepare tailored investment proposals.
  • Implement, monitor, and rebalance client portfolios.
  • Execute trade orders and confirm execution to clients, either directly or through marketing assistants.
  • Conduct risk suitability checks and sell investment ideas initiated by investment specialists.

Your Profile

Experience

  • Hold a degree in finance-related subjects.
  • Have a minimum of 7 years of experience as an investment specialist in multi-asset class advisory within the wealth management/private banking sector.
  • Exhibit a strong client-focused attitude with a proactive mindset.
  • Be independent, initiative-driven, mature, credible, and comfortable dealing with key clients and senior relationship managers.
  • Display excellent interpersonal and communication skills.
  • Show a strong sense of teamwork.
  • Be rigorous, organized, analytical, and detail-oriented.
  • Be fluent in English and Mandarin.
  • Be willing to travel to Mainland China and Taiwan for client meetings if required.

Note

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.