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
Independent and professional management of advisory mandate clients in collaboration with Relationship Managers
Analysis and optimization of portfolios, as well as the development of customized investment concepts and asset consolidations for discerning private banking clients
Active support of Relationship Managers in acquisition and retention discussions
Advising and supporting Relationship Managers in all investment-related matters
Active networking with Relationship Managers and internal product specialists
Completed studies in Banking and Finance (FH/Uni) or a comparable education
Financial analytical further training and/or certifications (CFA, AZEK, CIIA, CAIA, etc.)
At least 5 years of relevant practical experience in investment advisory, portfolio management, or fund management
In-depth knowledge of all asset classes
Empathetic, trustworthy, and customer-oriented personality with polished manners and a professional demeanor in front of discerning private clients
Enjoyment in developing customer-specific investment concepts
Strong analytical skills and a networked, solution-oriented mindset
Very good knowledge of French and English, German is an advantage
Please note that we are not considering applications submitted by recruitment agencies for this position.
Contact InformationFor further information please do not hesitate to contact us.
LGT Bank (Schweiz) AGHuman Resources
Nicole BiderSkills Required
- Completed studies in Banking and Finance at a university or university of applied sciences, or comparable education
- Financial analytical further training or certification such as CFA, AZEK, CIIA, or CAIA
- At least 5 years of relevant experience in investment advisory, portfolio management, or fund management
- In-depth knowledge of all asset classes
- Empathetic, trustworthy, customer-oriented personality with polished manners and professional demeanor
- Ability and interest in developing customer-specific investment concepts
- Strong analytical skills and a networked, solution-oriented mindset
- Very good knowledge of French and English
- Knowledge of German
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
