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Private banking
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Insights et vue du marché
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.
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.
LGT encourage la diversité de ses collaborateurs et collaboratrices. Nous pensons qu'une culture d'entreprise inclusive et valorisante est le moteur d'un lieu de travail formidable et offre la possibilité de créer une équipe unique et prospère. C'est pourquoi nos collaborateurs peuvent également bénéficier de nombreux avantages supplémentaires.
La transparence est importante pour nous. C'est pourquoi vous trouverez tout ce qui nous importe sur notre site web - et tout ce que vous devez savoir sur nous avant de nous rencontrer en personne, d'ouvrir un compte ou de postuler à un emploi. Cela inclut, par exemple, l'histoire de la famille princière, qui est étroitement liée à la nôtre.