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.
For further information please do not hesitate to contact us.
LGT Bank (Schweiz) AG
Human Resources
Nicole Bider
Forward-looking for generations
LGT is an international private bank owned by the Princely Family of Liechtenstein with over 30 locations in Europe, Asia Pacific, and the Middle East. Our solid capitalisation, long-term thinking, and strategic focus underpin our strong values. These are rooted in 900 years tradition and entrepreneurial thinking. Digitisation is a key part 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 identity. 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 realise your ambitions.
Take your next career step at one of our over 40 international locations: www.lgt.com/global-en/career/jobs
Publishing information: www.lgt.com/global-en/publishing-information
