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 mandates in close collaboration with the Relationship Managers at our Zurich office
Analysis and optimization of portfolios as well as the preparation of tailor-made investment concepts and asset consolidations for sophisticated Private Banking clients
Active support of Relationship Managers in acquisition and retention discussions as well as on all investment- related matters
Active networking with Relationship Managers and internal product specialists
At least 5 years of relevant practical experience in investment advisory, portfolio management or fund management
Solid training in financial analysis training and/or relevant certifications (CFA, AZEK, CIIA, CAIA etc.)
Sound knowledge across all asset classes
Strong analytical skills and a networked, solution-oriented approach
Passion for developing tailored investment concepts for clients
Empathic and client-oriented personality with cultivated manners and professional appearance in interactions with sophisticated Private Banking clients
Proficient in German and English
Please note that no applications via recruitment agencies will be considered for this position.
Contact InformationFor further information please do not hesitate to contact us.
LGT Bank (Schweiz) AGHuman Resources
Nicole BiderSkills Required
- At least 5 years of relevant practical experience in investment advisory, portfolio management or fund management
- Solid training in financial analysis training and/or relevant certifications (CFA, AZEK, CIIA, CAIA etc.)
- Sound knowledge across all asset classes
- Proficient in German and English
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
