Your team 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.
Your role
- 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.
- Developing, offering and servicing discretionary mandates and seeking to centralise their management.
- Overseeing advisory mandates, seeking to streamline positions and exposure and ensuring they remain consistent with the

📌 Investment Specialist (España)
🏢 PICTET
📍 España