20 annunci per il ruolo di direct advisor (recruiting in corso)

Direct Advisor
PICTET —Ginevra, GE
- Microsoft Excel
- Gestionale
- Inglese
1 giorno
Communications Manager Vorwerk Home
Vorwerk SE & Co. KG —Wollerau, SZ
- 100%
- Esperienza in cucina
- Inglese
- Microsoft Office
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Vontobel Holding AG —Zurigo, ZH
- Inglese
- Microsoft Office
- Capacità di comunicazione
Culinary Content Coordinator
Vorwerk SE & Co. KG —Wollerau, SZ
- 100%
- Inglese
- Project management
- Bachelor
1 giorno
Legal Advisor - Direct Real Estate (6 months maternity cover)
PICTET —Ginevra, GE
- Spagnolo
- Inglese
- Congedo parentale
20 ore
Technical Senior Advisor
ABB —Quartino, TI
- 100%
- Inglese
- Ricerca
- Reti informatiche
3 giorni
Administrative Officer (P)
International Organization for Migration —Ginevra, GE
- 100%
- Microsoft Powerpoint
- Microsoft Word
- Spagnolo
8 giorni
Lead Customer Success Manager Order-to-Cash
Roche —Zugo, ZG
- 100%
- Gestionale
- Master
- Economia aziendale
8 giorni
Investment Advisor (Temporary Position)
BBVA —Zurigo, ZH
- 100%
- Microsoft Powerpoint
- Spagnolo
- Microsoft Excel
7 giorni
Research Scientist
Stealth Biotech —Allschwil, BL
- 100%
- Dottorato
- Competenze organizzative
Candidatura rapida
10 giorni
STORE MANAGER
Brunello Cucinelli —Zurigo, ZH
- 100%
- Gestionale
- Inglese
Administrative Officer (P)
Iom Usrap Dc —Ginevra, GE
- 100%
- Microsoft Powerpoint
- Microsoft Word
- Spagnolo
8 giorni
Client Acquisition Director
Ricoh —Ginevra, GE
- Microsoft Excel
- Gestionale
- Inglese
11 giorni
Regulatory & Quality Builder, SaMD (40% Now, Ramp-Up to 100%)
Aeon —Winterthur, ZH
- Part-time
- Gestionale
- Capacità di scrittura
- Inglese
Candidatura rapida
Principal Data & AI – Romandie 80-100%
Eraneos Switzerland AG —Losanna, VD
- Inglese
- Master
7 giorni
Portfolio Manager - Real Estate
Tether Operations Limited —Zurigo, ZH
- 100%
- Remoto
- Gestionale
- Inglese
- Bachelor
3 giorni
Business Information Security Officer (BISO) – Construction Software
HILTI —Schaan, LI
- 100%
- Master
- Leadership
- Parcheggio libero
Senior Investment Advisor
Vontobel Holding AG —Ginevra, GE
- Inglese
- Microsoft Office
- Competenze analitiche
Senior Compliance Officer
AMINA Group —Zugo, ZG
- 100%
- Gestionale
- Inglese
- Competenze analitiche
Candidatura rapida
8 giorni
Senior Key Account Manager Travel Retail EMEA & Americas
L'OCCITANE en provence —Ginevra, GE
- Remoto
- Gestionale
- Inglese
- Leadership
- Congedo parentale

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Direct Advisor

PICTET -
Ginevra, GE

Candidati adesso

Dettagli della posizione

1 giorno fa

Qualifiche

Francese
Microsoft Excel
Gestionale
Inglese
Bloomberg
Master
Bachelor
IT
Capacità di comunicazione

Descrizione completa della posizione

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.

Candidati adesso

Perfeziona la tua ricerca

direct advisor offerte

Direct Advisor

Communications Manager Vorwerk Home

(Junior) Investment Advisor - 12 Months Temporary

Culinary Content Coordinator

Legal Advisor - Direct Real Estate (6 months maternity cover)

Technical Senior Advisor

Administrative Officer (P)

Lead Customer Success Manager Order-to-Cash

Investment Advisor (Temporary Position)

Research Scientist

STORE MANAGER

Administrative Officer (P)

Client Acquisition Director

Regulatory & Quality Builder, SaMD (40% Now, Ramp-Up to 100%)

Principal Data & AI – Romandie 80-100%

Portfolio Manager - Real Estate

Business Information Security Officer (BISO) – Construction Software

Senior Investment Advisor

Senior Compliance Officer

Senior Key Account Manager Travel Retail EMEA & Americas

Voglio ricevere gli ultimi avvisi Job Alert per il ruolo di direct advisor

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