Portfolio Advisor (f/m/d)

• 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

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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) AG Human Resources

Nicole Bider