Senior Private Banker - Brazilian Market

Pictet Group Switzerland
  • 27.09.2023
  • 100%
  • Mitarbeiter
  • Festanstellung

Pictet is an investment-led service company, offering wealth management, asset management and related services. We do not engage in investment banking, nor do we extend commercial loans. We are a partnership of seven owner managers and our principles of succession and transmission of ownership have remained unchanged since foundation in 1805. With more than CHF 509 billion in assets under management or custody at 31 December 2017, Pictet is today one of the leading Europe-based independent wealth and asset managers.

Headquartered in Geneva, Switzerland and founded there, Pictet today employs more than 4,200 people. It has 27 offices in: Amsterdam, Barcelona, Basel, Brussels, Dubai, Frankfurt, Geneva, Hong Kong, Lausanne, London, Luxembourg, Madrid, Milan, Montreal, Munich, Nassau, Osaka, Paris, Rome, Singapore, Stuttgart, Taipei, Tel Aviv, Tokyo, Turin, Verona and Zurich.

Senior Private Banker - Brazilian Market

Your team

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.

You will be responsible for new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. This role is responsible for business development, the client experience and engaging our resources to deliver a complete wealth management solution.

Your role
  • Managing each account to ensure that clients have a completed profile and that the accounts are properly maintained and serviced.
  • Meeting prospects and clients as well as preparing and following up on these meetings.
  • Being responsible for the sale and implementation of managed investment solutions and advisory services to core clients, with assistance from our investment professionals. Ensuring that the strategies and services proposed match or exceed the client's needs and objectives.
  • Monitoring portfolios and providing performance reviews.
  • Keeping abreast of market news and understanding how it impacts clients' portfolios and communicating this accordingly.
  • Establishing close and fruitful relations with other service providers both within and outside the Group.
  • Maintaining a strong compliance culture and ensuring optimal compliance and risk management by adhering to all relevant local laws, regulatory requirements, in-house directives and procedures.
Your profile
  • Bachelor's degree or equivalent. Ideally a post-graduate degree such as a Master's, CFA, CIIA or MBA.
  • Minimum of 15 years' wealth management experience including 10 years' of local Brazilian client acquisition experience and at least 2 years' management experience.
  • Proven experience in one or two leading financial institutions in Brazil.
  • Solid track record in developing a book of business consisting of Ultra High Net Worth clients, with focus on local business.
  • Current client base made of Brazilian nationals with a high geographical diversification of a client base within Brazil and a strong understanding of the Brazilian Market.
  • Solid understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and identification of wealth planning opportunities.
  • Fluency in English and Portuguese.
  • Capacity to develop client relationships and an entrepreneurial and proactive mindset.
  • Excellent communication and presentation skills, both written and oral.
  • Ability to demonstrate negotiating and proven problem-solving skills.
  • Must be resident in Switzerland or willing to relocate.


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.

60 route des Acacias 1211 Geneva