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.
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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 bank's overall investment strategy and policy.
- Supporting the team head overall on various investment-related tasks.This will entail:- 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.
- Regular reviews of portfolios to monitor adherence to risk controls, compliance and client constraints.
- Executing and managing trade orders.
- Investing cash positions and managing, executing and reviewing client transactions.




- A full understanding and attribution of own advisory/managed portfolios' performance.
- Knowledge of all available marketing documents and key resources within the Group.Your profile - Bachelor's degree and a post-graduate degree such as a Master's, MBA, CIIA or CFA would be an advantage.
- At least ten years' investment advisory/management experience; client-facing experience is a must.
- Ideally cross asset class experience with bias towards mutual funds, equities, derivatives, structured products and knowledge in alternative investments would be an additional asset.
- Fluency in Spanish, English is required.
French language skills is considered a plus in addition to the required languages.
- Excellent technical knowledge across asset classes, investment vehicles and the mandate/product offering.
- Excellent understanding of portfolio construction, investment processes and risk management approaches.
- IT-proficient, including knowledge of relevant software packages, on-line information systems, front-end management and order-placing systems (Excel, Word, PowerPoint, Adobe, Bloomberg, Avaloq, Profolio,, etc.).
- Strong client-focused attitude and used to working under pressure.
- Excellent presentation skills.
- Proven team player but also able to work on one's own.
- Cross asset class experience with solid knowledge of fixed income (EM and DM), derivatives, equities, and structured products.
- Solid understanding/experience in private equity and other alternative investments.
- Experience and understanding of thematic equities would be a strong advantage.
- Ability to explain complex concepts in simple terms.Note We will not accept any CVs via agenciesDiversity & 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.

📌 Independent Investment Advisor — Commission-Only (Madrid)
🏢 Balfour Capital Group
📍 Madrid