Investment Specialist

il y a 6 jours

Luxembourg PICTET Temps plein

**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:

- Client relationship management skills.
- Solid understanding of investments, banking and trust concepts including, but not limited to asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews.
- Knowledgeable across asset classes and investment vehicles.
- 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.

**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._

  • Senior) Health Sector Specialist/economist

    il y a 1 semaine

    Luxembourg European Investment Bank Temps plein

    This position is based at our Luxembourg headquarters and requires regular office presence. The EIB offers you the opportunity to live and work in a truly international and multi-cultural environment. We also offer relocation support. The EIB, the European Union's bank is seeking to recruit for its Projects directorate (PJ), Innovation and Competitiveness...

  • Investment Specialist

    il y a 6 jours

    Luxembourg Svenska Handelsbanken AB Temps plein

    _Application Deadline: Feb. 18, 2025 _ - _Luxembourg _ - _On-site _ **_Job Description _**: - We have an exciting opportunity within our Private Banking team in the Luxembourg Branch. _ - Handelsbanken Luxembourg Branch started its activities in 1978 and is part of Handelsbanken Global Banking. We support the Bank’s customers in the focus markets (mainly...

  • Investment Accounting Oversight Specialist

    il y a 2 semaines

    Luxembourg M&G plc. Temps plein

    Investment Accounting Oversight Specialist At M&G our purpose is **to help people manage and grow their savings and investments, responsibly**. As a business, we are continuing to take steps towards a sustainable future, delivering better long-term solutions for our customers and clients and identifying new opportunities to make a positive impact for our...

  • (Senior) Environmental Specialist

    il y a 1 semaine

    Luxembourg European Investment Bank Temps plein

    The **EIB**, the European Union's bank, is seeking to recruit for its Projects Directorate (PJ) - Sustainability & Quality Management Department (SQM) - Environment, Climate & Social Office (ECSO), Environmental Policy Unit (EP) at its headquarters in Luxembourg, a **(Senior) Environmental Specialist* **. **This is full time position at grade 5/6. -...

  • Private Assets Investment Specialist

    il y a 4 jours

    Luxembourg Bank Pictet & Cie (Europe) AG, succursale de Luxembourg Temps plein

    Pictet is an investment-led service company, offering wealth management, asset management and related services. We are an independent investment partnership known for our long-term mindset, responsible approach to business and entrepreneurial spirit. These principles have defined us since 1805. For our clients, colleagues, and wider society, we always aim...

  • Investment Accounting Oversight Specialist

    il y a 2 semaines

    Luxembourg M&G plc Temps plein

    At M&G our purpose is to help people manage and grow their savings and investments, responsibly. As a business, we are continuing to take steps towards a sustainable future, delivering better long-term solutions for our customers and clients and identifying new opportunities to make a positive impact for our environment and communities. To help us achieve...

  • Private Assets Investment Specialist

    il y a 6 jours

    Luxembourg Bank Pictet & Cie (Europe) AG, succursale de Luxembourg Temps plein

    Pictet is an investment-led service company, offering wealth management, asset management and related services. We are a partnership of eight owner managers and our principles of succession and transmission of ownership have remained unchanged since founding in 1805. Our purpose is to build responsible partnerships with our clients, communities, and the...

  • Investment Manager

    il y a 2 semaines

    Luxembourg Eurolux Consulting Temps plein

    **Job Description**: Our client, a well-regarded global Bank, is looking to hire an Investment Manager in their Wealth Management division to work alongside Relationship Management focusing on investment solutions and client needs. In this role, you will: - Act as an investment specialist, understanding the needs of clients, helping to manage client...

  • Investment Risk Analyst

    il y a 1 semaine

    Luxembourg Schroders Temps plein

    **Who we’re looking for** We seek a diligent and proactive Investment Risk Analyst/Specialist who thrives in a collaborative environment and is committed to delivering accurate investment risk insights. **About Schroders Group** Schroders is a leading provider of active asset management, advisory and wealth management services and is widely recognised...

  • Senior Investment Advisor

    il y a 4 jours

    Luxembourg EFG International Temps plein

    **Main duties and responsibilities**: - Manage bespoke portfolios for UHNWI and HNWI - Provide update investment opportunities to clients and prospects - Implement the bank’s investment strategy with appropriate products - Provide regular investment advice and solutions to Private Bankers and their clients across all asset classes, collaborating with...