Junior Investment Consultant UHNWI (f/m/d)

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Zürich, CHE
In-Office
Financial Services
The Role
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
  • Act as the main point of contact for inquiries in the UHNWI segment and support the Investment Consulting UHNWI Switzerland team with administrative and organizational matters

  • Carry out research and analytical tasks to support high-quality client service

  • Prepare bespoke investment proposals, concepts, and presentations for UHNWI clients

  • Coordinate and deliver complex Requests for Proposals (RfPs) for sophisticated UHNWI prospects

  • Ensure the efficient operational handling and quality assurance of consolidated reporting across multiple banking relationships

Requirements
  • A recently completed Master’s degree, ideally in Banking & Finance, combined with 1–2 years of experience in the financial sector

  • Strong German and English language skills, both verbal and written; additional languages are considered an asset

  • Advanced MS Office capabilities, particularly in Excel and PowerPoint, and a strong affinity for new technologies

  • A highly accurate, independent, and organized working style

  • The ability to work well under pressure and grasp new concepts quickly

  • Excellent analytical and communication skills with a strong team-player attitude

​Please note that no applications via recruitment agencies will be considered for this position.

Contact Information

For further information please do not hesitate to contact us.

LGT Bank (Schweiz) AG

Human Resources

Nicole Bider

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The Company
HQ: Vaduz
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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