Operations Specialist (f/m/d)

Posted Yesterday
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Zürich, CHE
In-Office
Entry level
Financial Services
The Role
Coordinate day-to-day private banking operations and handle a wide range of client requests. Prepare bank references, confirmations, and invitation letters; perform output control checks; provide first-level support for consolidated asset statements; and act as primary contact for audit firm relationship confirmations.
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 varied role, you will assume an important coordination function within day-to-day operations and ensure the professional, timely, and high-quality handling of a wide range of client requests. Through your service-oriented approach, you will make a significant contribution to high client satisfaction and the smooth execution of internal processes.

 

  • Providing professional support to Exit Pool and Narilo clients
  • Preparing bank references, bank confirmations, and invitation letters
  • Performing regular output control checks
  • Delivering first-level front support for consolidated asset statements
  • Acting as the primary contact for confirmations of business relationships requested by audit firms

Requirements
  • Completed commercial apprenticeship or an equivalent qualification in the financial services sector
  • Strong client orientation; experience in client advisory or client servicing would be an asset
  • Independent, careful, and precise working style
  • Familiarity with Avaloq and solid user knowledge of MS Office are an advantage
  • Flexible, resilient, and reliable personality with a strong team-oriented mindset
  • Excellent command of German and English; additional language skills would be an asset

Please note that we cannot consider applications via recruitment agencies for this position.

Contact Information

For further information please do not hesitate to contact us.

LGT Bank (Schweiz) AG

Human Resources

Ines Maurer

Skills Required

  • Completed commercial apprenticeship or equivalent qualification in the financial services sector
  • Strong client orientation
  • Experience in client advisory or client servicing
  • Independent, careful, and precise working style
  • Familiarity with Avaloq
  • Solid user knowledge of MS Office
  • Flexible, resilient, and reliable personality with a strong team-oriented mindset
  • Excellent command of German and English
  • Additional language skills
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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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