Investment Advisor (Associate Director)

ppstronguPosition: /u /stronguInvestment Advisor (Associate Director) /u /ppstronguEntity: /u /stronguQNB (Suisse) /ustrongu SA /u /strong /ppstronguDirect Supervisor: /u /stronguHead of Investments /u /ppWe are current looking for an Investment Advisor to join QNB in Geneva to serve an international client base, with tailored wealth management and investment solutions. The Investment Advisor will combine client advisory responsibilities with active involvement in discretionary portfolio management. /ppThe Investment Advisor will act as a trusted partner to RMs and clients, delivering high-quality investment advice while also contributing to the management of discretionary portfolios. The role offers a balanced exposure between Investment Advisory (85%) and Discretionary Portfolio Management (15%) /ppstronguDuties and Responsibilities: /u /strong /ppstrongInvestment Advisory (approx. 85%) /strong /pulliProvide investment advice to private banking clients across asset classes (Equities, Fixed Income, Funds…). /liliSupport Relationship Managers in portfolio construction, asset allocation, and investment proposals. /liliMonitor client portfolios and proactively recommend rebalancing and tactical adjustments. /liliPrepare and present investment ideas, market views, and portfolio reviews to clients. /liliEnsure suitability, risk alignment, and full compliance with regulatory and internal guidelines. /liliProvide input to the Private Banking team in developing and implementing investments strategies and plans to achieve all volume, revenue, and profit targets. /liliOperate within trading limits and risk parameters. /liliAchieve targets set within defined trading size, spread, time and quantity. /liliIntroduction of new market and products on the desk subject to internal and regulatory approvals. /liliResponsive to the needs of the Private Banking team and customer’s investments. /liliActing as point of contact for all investments services needs/queries pertaining to HNW customers. /liliConduct regular meetings/conference calls with customers and Private Banking team about investment strategy. /liliPerform customised client reviews and conduct portfolio construction and rebalancing /liliDeliver personalised asset allocation recommendations /liliAdvise on alternative asset classes: private equity, hedge funds strategies and real estate /liliExecution of Securities (Equities, Fixed Income etc) on behalf of clients in global markets when necessary to support the desk. /liliAdvance knowledge in pricing, structuring executing of structured products and derivatives including options /li /ulpstrongDiscretionary Portfolio Management (approx. 15%) /strong /pulliActively manage discretionary mandates in line with agreed investment strategies and risk profiles. /liliMonitor portfolio performance, risk metrics, and investment constraints. /liliParticipate in investment committees and contribute to house views and strategy discussions. /liliSupport the continuous improvement of portfolio management processes and tools. /li /ulpstronguProfile /u /strong /ppstrongEducation and Professional Qualifications: /strong /pulliUniversity degree at Masters level in business or finance. CFA and/or CAIA desirable. /liliAt least 7 years’ professional experience in an Investments department / DPM Function of a Swiss private bank, actively advising UHNWi/HNWi. /li /ulpstrongRequired Skills: /strong /pulliStrong computer skills (highly proficient in Excel). /liliSound knowledge and experience in portfolio analysis, asset management and investment advisory. /liliStrong command of data analytics tool and a strong interest and understanding of financial markets. /liliExcellent presentation and interpersonal skills, ability to listen, guide and advise external and also internal partners. /liliKnowledge and experience in the use of Avaloq required. /liliStrong problem solving and analytical skills with attention to detail. /liliAbility to question status-quo and deliver facts-based conclusions. /liliConcise, direct communication while under pressure, and active knowledge-sharing. /liliBusiness and problem-solving skills. Agile and flexible. /liliExcellent team player with high spirit of motivation and commitment. /liliExcellent oral and written communication skills in French and English. Arabic is an asset. /liliGood common sense, curious, flexible and highly motivated personality. /liliAbility to work autonomously and as a good team player, with a “can do” attitude. /li /ul /p #J-18808-Ljbffr