Senior Investment Advisor & Discretionary Portfolio Lead

QNB Group; Genf; On-site; CHF 120,000 - 190,000; Full time

Job summary

QNB (Suisse) SA in Geneva seeks an experienced Investment Advisor to serve an international client base with tailored wealth management and investment solutions.

The role blends Investment Advisory (85%) with Discretionary Portfolio Management (15%), requiring strong portfolio construction, asset allocation, and regulatory compliance. You will work with RMs and clients to deliver customised investment strategies and reviews.

Qualifications

• Masters degree in business or finance.
• 7+ years of experience in Investments/ DPM in a Swiss private bank with active advisory to HNWIs.
• Fluency in French and English; Arabic is an asset.

Responsibilities

• Provide investment advice to private banking clients across asset classes (Equities, Fixed Income, Funds…).
• Support Relationship Managers in portfolio construction, asset allocation, and investment proposals.
• Monitor client portfolios and proactively recommend rebalancing and tactical adjustments.
• Prepare and present investment ideas, market views, and portfolio reviews to clients.
• Ensure suitability, risk alignment, and full compliance with regulatory and internal guidelines.
• Lead input to Private Banking team in developing investment strategies to hit targets.
• Operate within trading limits and risk parameters.
• Introduce new markets and products subject to approvals.
• Respond to the needs of Private Banking team and customers’ investments.

Skills

Investment advisory

Portfolio management

Excel proficiency

Data analytics

Avaloq

Analytical skills

French & English

Education

Masters in business or finance

CFA and/or CAIA desirable

Job description

QNB (Suisse) SA in Geneva seeks an experienced Investment Advisor to serve an international client base with tailored wealth management and investment solutions.

The role blends Investment Advisory (85%) with Discretionary Portfolio Management (15%), requiring strong portfolio construction, asset allocation, and regulatory compliance. You will work with RMs and clients to deliver customised investment strategies and reviews.