University Trainee (in collaboration with DHBW)

Company description:

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.

Job description:

Your team

Founded in 1805 and headquartered in Geneva (Switzerland), the Pictet Group is one of the world's leading independent wealth and asset managers. The Group employs more than 5,100 people and has 30 offices in financial centres around the world.

Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial services 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 a student/trainee to take part in a programme combining on-the-job training at the Group's offices in Frankfurt am Main or Stuttgart with a Bachelor's degree in Business Administration - Banking on the Heidenheim a. d. Brenz campus of the Baden-Wuerttemberg Cooperative State University (DHBW). The starting date will be October 2023.
Your role

• As a Junior Client Relationship Officer (CRO), your duties will include assisting with the account-opening process, gathering documentation linked to client relationships for loans, risk and compliance matters and transfers.
• As a Junior Portfolio Manager, your duties will include creating support material for pitches and client assessments, managing client portfolios in accordance with our model portfolios, entering orders (stock market orders) and preparing advisory recommendations.

Profile description:

Your profile

• You will be sitting your Abitur (secondary school leaving exams) in 2023.
• You are interested in financial markets and enjoy working across disciplines with colleagues in Germany and abroad.
• You have good knowledge of the standard MS Office tools.
• You speak German and English; knowledge of French would be a plus.

As the successful applicant, you will have strong soft skills and be a team player. You will be motivated, flexible and open-minded. During the training programme you will work in different fields and show flexibility, efficiency and versatility. In addition to being proactive and seeking to meet clients' needs, you will have excellent organisational and planning skills. You will also have an eye for detail and be able to work independently.

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.

We offer:

Your role

• As a Junior Client Relationship Officer (CRO), your duties will include assisting with the account-opening process, gathering documentation linked to client relationships for loans, risk and compliance matters and transfers.
• As a Junior Portfolio Manager, your duties will include creating support material for pitches and client assessments, managing client portfolios in accordance with our model portfolios, entering orders (stock market orders) and preparing advisory recommendations.