Your team Pictet Wealth Management combines more than 200 years of Swiss banking heritage with general 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.
Pictet Wealth Management combines more than 200 years of Swiss banking heritage with integral 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. You will build "investment partnerships" with CRMs and fellow ISs to deliver clients a unique investment experience aligned to their needs and geographical specificities.. You will also assist CRMs in their business development efforts by identifying and presenting the most suitable investment solutions available and activate non-managed accounts.
Communicating the investment platform's strategy and solutions to CRMs, clients and prospects.




Helping determine clients' needs, identifying and developing new opportunities in partnership with CRMs, preparing investment/advisory proposals and portfolio reviews and helping convert prospects to clients.
Overseeing advisory mandates, seeking to streamline positions and exposure and ensuring they remain consistent with the bank's overall investment strategy and policy.
Supporting the team head overall on various investment-related tasks.
A full understanding of Pictet's offering, policies and guidelines and attending relevant investment forums and presentations.
An ability to present and defend the investment philosophy and mandate/product offering.
Investing cash positions and managing, executing and reviewing client transactions.
A full understanding and attribution of own advisory/managed portfolios' performance.
Bachelor's degree and a post-graduate degree such as a Master's, MBA, CIIA or CFA would be an

📌 Investment Banking Analyst (Madrid)
🏢 Pictet Group
📍 Madrid