OverviewSta pensando di candidarsi? Non aspetti, scorra verso il basso e invii la sua candidatura il prima possibile per non perdere l'occasione.In this role you help shape a differentiated investment experience for wealthy clients by partnering with CRMs to deliver and tailor investment solutions. You will communicate the platform’s strategy, identify client needs, and develop opportunities through collaboration with CRMs, guiding proposals and portfolio reviews. You’ll oversee discretionary and advisory mandates, ensure alignment with the bank’s investment policy, and support the team head with key investment tasks. You’ll work across portfolios, monitor risk controls, and expertly present the firm’s philosophy and products to clients and prospects. This is a hands-on, client-facing role that blends deep investment knowledge with aResponsabilitàCommunicate the platform’s strategy and solutions to CRMs, clients and prospectsIdentify client needs and develop opportunities with CRMs; prepare investment/advisory proposals and portfolio reviewsDevelop, offer and service discretionary mandates and centralise their managementOversee advisory mandates to align with bank strategy and policySupport the team head on investment-related tasksUnderstand Pictet’s offering,



policies and guidelines; attend investment forums and presentationsPresent and defend the investment philosophy and mandate/product offeringConduct regular portfolio reviews for risk controls, compliance and constraintsExecute and manage trade orders; invest cash positions and manage client transactionsUnderstand and attribute performance of advisory/managed portfoliosKnow marketing documents and Group resourcesRequisiti fondamentaliBachelor’s degree and a post-graduate degree such as a Master’s, MBA, CIIA or CFA would be an advantageAt least seven years’ investment advisory/management experience; client-facing experienceCross asset class experience with bias towards equities, derivatives, structured products; knowledge in alternative investments desiredFluency in Italian and English; xysqume French is an assetExcellent technical knowledge across asset classes and investment vehiclesStrong portfolio construction, investment processes and risk management understandingIT proficiency with relevant software packages and on-line information systems (Excel, Word, PowerPoint, Adobe, Bloomberg, Avaloq, Profolio)Strong client-focused attitude and ability to work under pressureExcellent presentation skillsProven team player but capable of solo workclient-focused attitudepresentation skillsteam playerportfolio constructionrisk managementinvestment vehicles knowledge

📌 Investment Specialist - Milan (Monza)
🏢 PICTET
📍 Monza