Teams at LGT Private Banking

Support Investment Advisers by managing client onboarding, account openings and portfolio administration; coordinate transfers, settlements and international trading; prepare meeting materials and proposals; maintain client records in Avaloq; liaise with clients and providers; monitor reviews and compliance; assist with client events.

Support planning, organization and execution of exclusive customer and internal events; coordinate invitations, vendors and logistics; prepare presentations, briefings and marketing materials; assist with content creation, research and day-to-day marketing administration and budget tracking within a small international marketing team.

Lead end-to-end delivery of strategic, compliance and regulatory projects in wealth management. Facilitate Agile ceremonies, coordinate cross-team dependencies, manage risks, budgets, schedules and governance, and drive business readiness and stakeholder communications. Support estimation, planning and continuous improvement of delivery frameworks.