Job Description

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 at 30 offices in financial centres worldwide, and currently employs over 5200 people. Pictet has been present since 1989 in Luxembourg, where it employs over 700 people.
Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial service group offers a comprehensive service for wealthy individuals and families including discretionary and advisory investment solutions and family office services.
The role of the function is to work closely with PWM's Luxembourg CRM preparing the offering and enhancing the services for clients and prospects.
The function requires to present the full range of Pictet investments to clients as well as the solutions best suited for their need.
Your role

• Work closely with relationship managers when approaching clients and prospects.
• Help to determine clients' needs and submitting proposals for relevant investment solutions.
• Implement, check, and rebalance clients' advisory portfolios tailored to clients' profile.
• Provide clients with reporting on the performance of discretionary portfolios.
• Keep bankers, clients and prospects informed of the strategies and solutions drawn up by the investment platform.
• Stay abreast of developments on financial markets and of the Bank's opinions, its research activities, and its product range.
• Be involved in marketing projects aimed at persuading prospective clients.
• Maintain a strong compliance culture, ensure optimal compliance and risk management by adhering to all relevant local laws, regulatory requirements, in-house directives and procedures.

Your profile
Qualifications and experience:

• University degree in finance or economics.
• 5 to 10 years' experience in a similar position.

Specific knowledge:

• Solid understanding of investments, banking and trust concepts including, but not limited to asset allocation on managed portfolios and advisory portfolios.
• Knowledgeable across asset classes and investment vehicles.
• Experience in implementing tailor made investment solutions and monitoring risk.

Language skills:

• Fluent in French and English.
• Dutch and Flemish would be an asset.

Personal qualities:

• Ability to demonstrate negotiating skills.
• Excellent communication and presentation skills, both written and oral.
• Solutions-oriented and proactive mindset.

Note
We will not accept any CVs from agencies.
In accordance with the provisions of the Luxembourg law of 23 July 2016 amending the law of 29 March 2013, candidates may be required to provide an extract from their criminal record. This document, issued by the authorities, must not be older than three months. Such a document will be requested with the aim of carrying out a character check on candidates, bearing in mind the area of activity of our establishment and, more particularly, the tasks described in the job description.
Flexible and modern ways of working
As a responsible and supportive employer, we promote the well-being of our employees through a set of flexible working arrangements, ranging from a work-from-home policy for eligible functions to opportunities for annualised part-time leave and extended parental leave.
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.

Skills Required