Junior Private Banker (m/w/d)

☞ Pictet Group

Ver: 139

Dia de atualização: 22-10-2024

Localização: Munich Bavaria

Categoria: Finanças / Banco / Estoque Vendas

Indústria: Financial Services

Posição: Associate

Tipo de empregos: Full-time

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Conteúdo do emprego

Your team

The Pictet Group is one of the world’s leading independent wealth and asset managers. Founded in 1805 and headquartered in Geneva, Switzerland, the Group is represented in 27 offices in financial centers worldwide, currently employing over 4300 people.

Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global 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.

We are seeking to recruit aJunior Private Banker to strengthen our Munich-based team. Your mission will be to work closely with senior bankers to manage and develop existing clients and play an active role in the growth of the desk.

Your role
  • Helping to analyse the wealth structure and needs of new and existing clients.
  • Helping to compile investment proposals and solutions, depending on the goals fixed, clients’ assets and the chosen investment policy.
  • Following up on existing client relationships and responding to client requests.
  • Checking on the situation of portfolios and monitoring commitments.
  • Meeting prospects and clients, with the senior bankers or on your own.
  • Working closely with the desk’s portfolio manager.
  • Establishing close and solid relationships with other departments in the Bank.
  • Performing and supporting different administrative tasks.

Your profile
  • Master’s degree in Finance.
  • Postgraduate-type qualification such as CFA (ongoing or completed) would be an asset.
  • 1 to 3 year(s) of experience in a financial environment; in private banking would be an asset.
  • A definite interest in financial markets and current international affairs.
  • A well-developed service-oriented attitude together with outstanding interpersonal and communication skills.
  • Proficient in the usual IT tools (MS Office,…).
  • A strong team player.
  • Perfect command of German and English; French would be an asset.

As the successful candidate you will have strong interpersonal skills and be an experienced team player. You will also be able to show that you can adapt easily and be open-minded. As part of your role, you will have to deal with a large number of files and different topics and show flexibility, efficiency and versatility in doing so. You will not be put off by administrative tasks, and you will be able to handle a large volume of work thanks to your strong sense of stress management.

In addition to being proactive and readily available to listen to the needs of clients, you will possess keen organisational and planning skills. Finally, you will have no difficulty in working independently and be accurate in your work.

Ref. JPB/MI/MS

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.
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Data limite: 06-12-2024

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