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
* 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.
Requirements
* 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.
Contact Information
For further information please do not hesitate to contact us.
LGT Bank (Schweiz) AG
Human Resources
Marjana Hrkac
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