Private Banker

QNB Group; Genf; Vor Ort; CHF 120.000 - 190.000; Vollzeit

Zusammenfassung

QNB Group in Geneva seeks a Private Banker to assist a Senior Private Banker in managing client relationships, advising on products and tailored services for HNWI/UHNWI with a focus on Egypt & GCC. You will be goal-oriented, results-driven and work to help achieve set targets with excellence.

The role requires strong Arabic and English communication, deep knowledge of private banking, and collaboration with cross-functional teams to optimize investment opportunities and client service.

Qualifikationen

• University degree in Finance/Business
• Master's Degree in Finance or related experience
• CWMA certification is an asset
• At least 7 years of solid experience in Private Banking and the Financial Industry covering the Middle East
• Excellent knowledge of financial statement analysis and accounting standards
• Demonstrated research experience in growth markets
• Strong financial product knowledge and technical competence in asset classes
• Well informed on market structure, industry practices and regulations for private banking

Aufgaben

• Assist and manage customer relationships in coordination with the Senior Private Banker
• Provide inputs to develop strategies to achieve volume, revenue, and profit targets
• Build and monitor relationships with customers with other relationship managers
• Analyze investment opportunities and advise on private placements and products
• Assist with processing documents including account openings and KYC
• Contribute to profitability and value proposition evolution of the Bank
• Ensure compliance with regulatory framework and guidelines
• Respect and champion internal policies and procedures

Kenntnisse

Egypt/GCC network

Client relationship track record

Presentation skills

Analytical skills

Communication under pressure

Team player

Arabic language

English language

IT tools Bloomberg Avaloq

Ausbildung

Finance/Business degree

Master's in Finance

CWMA asset

Tools

Bloomberg

Avaloq

Jobbeschreibung

Direct Supervisor: Head of Private Banking

We are currently looking for a Private Banker to assist a Senior Private Bankerto administer and manage customer relationships,providing advice on products and tailored services to HNWi and UHNWi with a focus on Egypt & GCC. Candidates are expected to be goal oriented; results driven and have a proven track record to deliver results and achieve set targets with excellence.

Duties and Responsibilities:

• Assist and manage customer relationships in coordination with the Senior Private Banker,
• Provide inputs to the Senior Private Banker in developing and implementing strategies and plans to achieve all volume, revenue, and profit targets;
• Build and monitor relationships with customers working in association with other customer relationship managers to ensure a high-quality service at all times;
• Analyze various investment opportunities, providing clients the right advice on investment offerings, private placement and other product opportunities;
• Assist the Senior Private Banker for processing all documents including account openings, review, investment account, KYC…
• Contribute to the development of profitability and the evolution of the Bank's value proposition;
• Ensure compliance with the regulatory framework and internal regulations and guidelines minimizing risks;
• Respect and champion internal policies and procedures.

Profile:

Education and Professional Qualifications:

• University degree in Finance/Business
• Certificates related to professional activity are an asset (CWMA) is an asset
• A Master's Degree in Finance or related experience
• At least 7 years of solid experience in Private Banking and the Financial Industry covering the Middle East.
• Excellent knowledge of financial statement analysis and accounting standards
• Demonstrated research experience in growth markets.
• Strong financial product knowledge and technical competence in asset classes.
• Well informed of the market competitive structure, industry practices and any regulations for the private banking segment.

Required Skills:

• Solid network, personal and professional within Egypt / GCC countries - the HNWI-UHNWI community
• Proven successful track record in building relationships with clients, client acquisition and deliver excellent service.
• Excellent presentation and interpersonal skills, you are able to listen, guide and advise external and also internal partners.
• Strong problem solving and analytical skills with attention to detail.
• Ability to question status-quo and deliver facts-based conclusions.
• Concise, direct communication while under pressure, and active knowledge-sharing
• Business and problem-solving skills. Agile and flexible
• Excellent team player with high spirit of motivation and commitment. High capacity for adaptation
• Excellent oral and written communication skills in Arabic and English. French is an asset. Arabic is a must.
• Good common sense, curious, flexible and highly motivated personality
• Ability to work autonomously and as a good team player, with a "can do" attitude
• Proactive, client orientated with strong communication skills
• Proficiency in IT tools and Bloomberg and/or similar tools. Prior Avaloq experience an asset.