Career Opportunities: Direct Advisor (124535)

Description du poste

## Your team ## Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The partner-owned financial services group provides a comprehensive offering for wealthy individuals and families, including discretionary and advisory investment solutions and family office services.   As a Direct Advisor, you will outline the view of the CIO Office and Bank-s house view to clients while providing trading support and pro-active advice. You will also answer to client queries and respond to requests for information, in compliance with the applicable procedures and internal/external rules. ## Your role ## -    Providing private clients with close access to the market and swift access to the trading floor.  -    Offering advice and responding to clients- requests and queries.  -    Advising clients with tactical investments strategies and trading ideas across all asset classes.  -    Giving clients access to a selection of financial and trading publications, and translating the information gained into investment ideas.  -    Keeping abreast of the latest developments on financial markets and of the macro environment.  -    Interpreting financial/market reports, as well as evaluating data analysis.   -    Monitoring clients- positions with a view to optimising performance and adjusting them to take account of risk.  -    Providing constant feedback to clients- CRMs and other major stakeholders.  -    Maintaining a strong compliance culture. Ensuring optimal compliance and risk management by adhering to all applicable local legislation, regulatory provisions, in-house directives and procedures as a first line of defence.  -    Keeping abreast of developments in the fields so that you can apply them effectively and ensure fair treatment of all clients, while also adhering to Pictet-s mission and core values. ## Your profile ## -    A university degree: ideally Master-s degree or a postgraduate qualification such as a CFA. -    At least 10 years- experience in a similar function. -    A strong financial markets background with strong knowledge across asset-classes. -    Advanced knowledge of financial products and services with solid experience on derivatives. -    In-depth knowledge of the Bank-s offering. -    Fluent French and English; good knowledge of other language(s) would be a plus. -    Excellent IT skills, in particular Avaloq, Athena, Bloomberg and MS Excel. -    Strong problem-solving skills. -    A client-oriented approach. -    Excellent interpersonal and communication skills. -    Must be resident in Switzerland, or willing to relocate.    Ref : DA/AJ/AO ## 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.***