Head of Fund Solutions - Geneve, Schweiz - PICTET

PICTET

Geprüftes Unternehmen

Geneve, Schweiz

vor 1 Woche

Geschrieben von:

Lena Schneider

beBee Recruiter

Beschreibung

Your team:

Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The Partnerowned financial services group offers a comprehensive service for wealthy individuals and families, including discretionary and advisory investment solutions and family office services.
You will establish the distribution of the global Funds offering in the Bank's private wealth management division: market efficiently Funds solutions, manage highconvictions lists in line with the House View, organize marketing campaigns and becoming the goto experts for the Front for Funds.
You will also 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.

Your role:

Creating and distributing timely investment advice in the asset class (longonly funds & ETFs, both internal and external) in line with House view and taking advantage of prevailing market conditions.
Creating and maintain a strong partnership with the due diligence team for strict alignment of universe and communication.
Followup on recommendations (performance, communication, risk exposure).
Fundsonly portfolio construction and reviews.
Supporting adhoc queries.
Supporting the sales of funds recommendations and more broadly of Advisory mandates.
Analyzing the book of business for opportunities.
Following and analyzing the flow of transactions in funds, for volume and revenues.
Liaising and partner with the other Investment Solutions members for alignment of the Advisory proposition.
Establishing strong partnerships with the Front, support investment proposals and marketing efforts.
Establishing strong partnerships with the other investment teams.
Leading the development of the Long-Only funds proposition, in partnership with the Product Management & Strategy team.
Maintaining a strong compliance culture, ensuring optimal compliance and risk management in line with all relevant local laws, regulatory requirements, inhouse directives and procedures.

Your profile:

Approximately 10 years' experience in finance with a particular focus on fund marketing.
Fluency in French and English. Other languages would be a plus.
Excellent knowledge of longonly 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 publicspeaking and presentation skills.
Ability to articulate an investment storyline 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 winwin partnerships with main stakeholders
Strong analytical and problemsolving 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: HFS/AJ/FG
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._