你所在的国家不提供此工作机会。

Investment Specialist

PictetHong Kong,Hong Kong

30 天前

职位描述

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 7 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.