Assistant Relationship Management Swiss Onshore 80-100% (f/m/d)

Posted 2 Days Ago
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Berne, Bern, CHE
In-Office
80-100 Annually
Mid level
Financial Services
The Role
Provide dedicated support to Relationship Managers in advising and managing client portfolios, handling organizational tasks, and ensuring compliance with regulatory standards.
Summary Generated by Built In
LGT is the world’s largest family-owned and managed Private Banking and Asset Management Group. For more than 100 years it has been fully owned and managed by the Princely House of Liechtenstein, which is also one of our biggest clients.
With around 800 employees, LGT Bank Switzerland has established itself as a renowned Swiss private bank and is an excellent address for both wealthy private clients and employees - this was also confirmed last year by the independent institute "Great Place To Work", which awarded LGT Bank Switzerland the title of one of the best employers in Switzerland.
Job Description

In this diverse role, you will proactively and efficiently support our Relationship Managers in advising and servicing our demanding clients.


  • Proactive and efficient support of the Relationship Managers in advising and servicing our sophisticated client base
  • Handling organisational and administrative tasks as part of comprehensive office management, particularly in the areas of correspondence, documentation, diary management and compliance
  • Independently preparing and following up on client and acquisition meetings, including gathering relevant information
  • Monitoring client portfolios with regard to due dates and outstanding pending items
  • Receiving and independently processing orders in the areas of securities, foreign exchange, derivatives and payments

Requirements

For this position, we are looking for a committed, service-oriented and responsible personality with a strong client focus and high quality standards.


  • Completed banking apprenticeship or commercial vocational training
  • Several years of practical experience in private banking and in servicing private banking clients
  • Experience with cross-border client relationships as well as good knowledge of relevant regulatory requirements such as MiFID, KYC, AML and FIDLEG
  • Strong service orientation, initiative, and a structured and reliable way of working
  • An empathetic personality with excellent manners and strong communication skills
  • Fluency in German as well as good knowledge of French and English

Please note that we are unable to consider applications submitted through recruitment agencies for this position.

Contact Information

For further information please do not hesitate to contact us.

LGT Bank (Schweiz) AG

Human Resources

David Becker

Skills Required

  • Completed banking apprenticeship or commercial vocational training
  • Several years of practical experience in private banking
  • Experience with cross-border client relationships
  • Good knowledge of relevant regulatory requirements such as MiFID, KYC, AML and FIDLEG
  • Fluency in German and knowledge of French and English
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The Company
2,813 Employees

What We Do

Forward-looking for generations LGT is an international private bank owned by the Princely Family of Liechtenstein with 23 locations in Europe, Asia, Australia, and the Middle East. Our solid capitalization, long-term thinking, and strategic focus underpin our strong values. These are rooted in 900 years tradition and entrepreneurial thinking. Digitization represents a key pillar of how we continually innovate to find better ways of doing things - today and for the future. Sustainable and social: Sustainability is a pillar of LGT's strategy. Thinking, managing, and investing sustainably are integral parts of our DNA. LGT has committed to reducing the net CO2 emissions from its operations and its investments to zero by 2030. The Princely Family’s view is that wealth itself isn't a purpose, but that it comes with a sense of responsibility. Being wealthy means embracing and acting on that responsibility, as well as passing these values on to the next generation. LGT as an employer: LGT is a vibrant, growing international company and employer. We are certified as a Great Place to Work by the international consulting and research institute of the same name. Whether you have a wealth of experience or are embarking on your first professional steps, LGT careers offer an empowering environment to realize your ambitions. Take your next career step at one of our 23 international locations: www.lgt.com/global-en/career/jobs Publishing information: www.lgt.com/global-en/publishing-information

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