Junior Portfolio Advisor APAC (f/m/d) - temporary for 6 months

Posted 8 Days Ago
Be an Early Applicant
Zürich, CHE
In-Office
Junior
Financial Services
The Role
Analyze, construct and optimize investment portfolios; develop customized investment concepts and asset consolidations; support relationship managers in client acquisition and retention; contact advisory-mandate clients with investment and rebalancing opportunities; collaborate closely with research, trading, CIO office and compliance.
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
  • Analysis, construction and optimization of investment portfolios

  • Development of customized investment concepts and asset consolidations

  • Support of relationship managers in client acquisition and retention

  • Contacting advisory mandate clients with investment and rebalancing opportunities

  • Close collaboration with internal stakeholders as e.g. research, trading, CIO office and compliance

Requirements
  • Bachelor’s or Master’s degree in Finance, Economics, Business Administration, or related field
  • Financial analytical training and/or certifications such as CFA, CIIA, CAIA would be an advantage
  • A few years relevant practical experience in investment advisory, portfolio- or fund management
  • Knowledge of major asset classes and financial markets
  • Strong analytical skills combined with a solution-oriented mindset
  • Excellent communication and networking skills, with a professional presence in client-facing situations
  • Fluency in English and Mandarin required, other Asian languages would be an asset

Please note that we are not considering applications submitted via recruitment agencies for this position.

Contact Information

For further information please do not hesitate to contact us.

LGT Bank (Schweiz) AG

Human Resources

Sabrina Gantenbein

Skills Required

  • Bachelor's or Master's degree in Finance, Economics, Business Administration, or related field
  • Financial analytical training and/or certifications such as CFA, CIIA, CAIA
  • A few years of relevant practical experience in investment advisory, portfolio or fund management
  • Knowledge of major asset classes and financial markets
  • Strong analytical skills and a solution-oriented mindset
  • Excellent communication and networking skills with professional client-facing presence
  • Fluency in English and Mandarin (other Asian languages an asset)
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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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