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 600 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.
Provide administrative support to the Portfolio Advisor in managing advisory mandate portfolios in close collaboration with relationship managers.
Active support of Portfolio Advisor in acquisition and retention situations.
Assist in managing the entire process of sales initiatives implementation.
Support and give advice to relationship managers in investment matters.
Analysis and optimization of portfolios as well as development of customized investment concepts and asset consolidations for demanding private banking clients.
Active networking with relationship managers and internal product specialists.
Participate actively in team meetings, offering ideas to further improve processes and outcomes.
Your profile
Completed university degree, or completed professional training in banking and finance, or a comparable qualification.
In-depth knowledge of investment advisory, portfolio or fund management.
Knowledge of all relevant asset classes.
Passion for developing customized investment solutions for clients.
Excellent analytical skills as well as a networked and solution-oriented approach to work.
Empathetic, client-focused personality with a professional demeanor in dealing with demanding private clients.
Native-level Italian skills, very good English skills; knowledge of additional foreign languages is an advantage.
Please note that we cannot consider applications via recruitment agencies for this position.
Benefits at LGT
A great place to work – a great place to have impact: LGT promotes diversity among its employees. We believe that an inclusive and appreciative corporate culture is the driver for a great workplace and provides the opportunity to create a unique and successful team. That's why our employees can also benefit from many additional benefits.
Family & Work:
* Various flexible work models
* At least 25 days annual leave, depending on age
* Special paid leave options
* Maternity and paternity leave, options for additional parental leave
* Additional childcare contribution for paid external care of children up to 12 years old
Growing Together:
* Internal courses
* External courses offered by the Liechtenstein Academy
* Support for external training and further education
* Coaching and mentoring programs
* International assignments
* Discounts on LGT banking products and services
* LGT co-investments
* Discounts on health and property insurance
* Pension plan with individualized options
* Various mobility/e-mobility initiatives
* Recognition of major life events
* Employee health and wellbeing program
Do you feel addressed? Then simply fill out the online application. We look forward to getting to know you.
Transparency is important to us. That is why you will find everything that matters to us on our website – plus everything you should know about us before you meet us in person, open an account or apply for a job. That includes, for example, the history of the Princely Family, which is closely intertwined with our own.
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