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 senior leadership role, you will establish and lead Client Services as the central hub for investment-related client support within Investment Solutions Europe (ISE). You will unite key client-facing activities and ensure a consistent, scalable and high-quality client experience.
Lead and develop the Client Services organisation, including Client Coverage, Private Markets, Investment Communication and ESG Solutions, and foster effective collaboration across ISE.
Establish Client Services as the central point of access for relationship managers and internal stakeholders, coordinating investment-related enquiries and connecting the front efficiently with the relevant product and investment specialists.
Strengthen LGT’s offering; systematically identify and support opportunities to direct clients to Portfolio Management, Private Markets and Premium Advisory solutions.
Lead the effective distribution of LGT and selected third-party investment solutions, including the fund offering, and ensure clear front support for fund-related enquiries and product launches.
Ensure a professional, coherent and client-relevant market presence through high-quality publications, presentations, pitches, factsheets and investment content.
Develop a scalable service model, using digital tools, data and efficient workflows to improve the consistency, speed and quality of client-facing deliverables.
Drive cross-functional collaboration across the LGT Group to turn client needs into relevant investment solutions and services.
Set clear service, commercial and adoption objectives for Client Services, monitoring the penetration and effective use of ISE solutions across the front.
Proven ability to lead a broad, front-facing service and distribution model, balancing commercial priorities, client needs, specialist expertise and operational scalability.
Extensive experience in private banking or wealth management, ideally combining client coverage, product distribution and investment expertise.
Several years of senior leadership experience, with the ability to lead high-performing teams, provide clear direction and foster a collaborative culture.
Strong understanding of private-banking client needs and the investment services value chain, with a proven track record in developing and distributing client-focused investment solutions.
Experience in developing scalable service models and processes, leveraging technology, data and automation to enhance quality, consistency and capacity.
Strong stakeholder-management, communication and presentation skills, with the ability to convey complex topics to different audiences across private banking and asset management.
University degree in Finance or a related discipline. Fluency in German and English is essential; other languages are an advantage.
Willingness to travel regularly within Europe.
Please note that we cannot consider applications via recruitment agencies for this position.
Contact InformationFor further information please do not hesitate to contact us.
LGT Bank (Schweiz) AGHuman Resources
Nicole BiderSkills Required
- Proven ability to lead a broad, front-facing service and distribution model
- Extensive experience in private banking or wealth management
- Several years of senior leadership experience
- Strong understanding of private-banking client needs and the investment services value chain
- Experience developing scalable service models leveraging technology, data and automation
- Strong stakeholder-management, communication and presentation skills
- University degree in Finance or a related discipline
- Fluency in German and English
- Willingness to travel regularly within Europe
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
