- Location
- Geneva, Switzerland
- Type
- Full-time
- Department
- Management
- Experience
- 5+ years
- Source
- Workday
Description
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
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
Requirements
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 Information
For further information please do not hesitate to contact us.
LGT Bank (Schweiz) AGHuman Resources
Nicole Bider