Client Investment Risk Manager
Geneva, Switzerland | The Pictet Group
Functions:Financial Services Professional
Legal / Compliance
Job Description:62 people have viewed this job
Pictet Wealth Management (PWM) 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.
Your mission will be to ensure that Advisory and Execution-only mandates are properly monitored within risk tolerance and that client portfolios are compliant with the Bank’s guidelines in terms of eligibility, assets, concentration and leverage. Identify client portfolios that are outliers and analyse them.
You will be responsible for:
Analyse and monitor clients’ trading activities (investment and documentation), as well as ensure that market risk exposure is coherent with the Bank’s risk appetite.
Ensure clients’ suitability aspects are in line with documentation.
Define rules for identifying and analysing outliers.
Contribute to improving the investment risk framework.
Develop appropriate reporting.
Monitor worst performers and assess their impact on exposed portfolios.
Liaise with the first line of defence to provide support and escalate issues.
University degree in economics, business, engineering or similar subject
Experience in finance and risk management
Understanding of banking credit
Excellent knowledge of financial instruments and market risks
Excellent command of French and English (both written and spoken)
IT literate: ‘R’, Tableau a plus
Analytical and planning skills
Excellent interpersonal and communication skills
Flexible, independent and proactive
Good priority-management skills at both the individual and team levels
Change management capacities
Already a member? Sign In