Fund Advisor

Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial services group offers a comprehensive range of services for wealthy individuals and families, including discretionary and advisory investment solutions and family office services.

We are seeking to recruit a Fund Advisor. Your mission will be to participate the distribution of the global Funds offering in the Bank’s private wealth management division: market efficiently Funds solutions, manage high-convictions lists in line with the House View, organize marketing campaigns and become the go-to experts for the Front for Funds. Create content, animate and activate the existing Funds offering in collaboration with Product Management & Strategy and Content Marketing. Provide support to the Front in their client servicing for Funds in order to acquire or retain assets under management.

•    Create and distribute timely investment advice in the asset class (long-only funds and ETFs, both internal and external) in line with the House View and taking advantage of prevailing market conditions.

•    Create and maintain a strong partnership with the due diligence team for strict alignment of the universe and communications.

•    Follow up on recommendations (performance, communication, risk exposure).

•    Construct and review funds-only portfolios.

•    Provide support with ad-hoc queries. 

•    Create and distribute the Advisory long-only funds communications to the front (marketing documents, broadcasts and emails). 

•    Support the sales of fund recommendations and more broadly of Advisory mandates.

•    Analyze the book of business for opportunities.

•    Monitor and analyze the flow of transactions in funds, for volume and revenues.

•    Liaise and partner with the other Investment Solutions members for alignment of the Advisory offering.

•    Establish strong partnerships with the Front, and support investment proposals and marketing efforts.

•    Establish strong partnerships with the other investment teams. 

•    Graduate degree in economics, business, engineering or similar subject.

•    Ideally a post-graduate degree such as a Master’s degree, MBA, CIIA or CFA.

•    Approximately 7+ years’ experience in finance, with a particular focus on fund marketing.

•    Fluency in English. Other languages are a plus.

•    Excellent knowledge of long-only managers, and more generally of the asset management world.

•    Excellent investment knowledge across asset classes.

•    Excellent communication skills, both verbal and written, ability to articulate a short and convincing pitch. Excellent public-speaking and presentation skills.

•    Ability to articulate an investment story-line across asset classes, in line with the investment views of the Bank and taking advantage of market opportunities.

•    Very good understanding of portfolio construction, investment processes and risk management approaches.

•    A clear focus on client servicing.

•    Demonstrate strong collaborative skills looking for win-win partnerships with main stakeholders.

•    Strong analytical and problem-solving skills.

•    Very proactive and results-oriented.

•    Very strong team spirit and ability to partner with other teams.

•    Strong sense of ethics, aligned with Pictet’s values and partnership culture.

•    Must be resident in Switzerland with a valid work permit.

ref: FA/AJ/RC

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.