Investment Advisor (100%, w/m/d) Geneva (CH)

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 600 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.

For our Geneva branch, we are looking for an experienced Investment Advisor. Our Investment Advisors are part of LGT Portfolio Advisory Europe (Switzerland, Austria and Liechtenstein). Due to strong growth, we are looking for an experienced Investment Advisor with good interpersonal skills for private clients to strengthen our Portfolio Advisory Team Geneva.
 

• Independent and professional management of advisory mandate clients in cooperation with the relationship managers
• Analysis and optimization of portfolios as well as development of customized investment concepts and asset consolidations for demanding private banking clients
• Active support of relationship managers in acquisition and retention discussions
• Supporting and advising relationship managers in all investment matters
• Active networking with relationship managers and internal product specialists

• Completed studies in banking and finance (University degree or equivalent)
• At least 5 years of relevant practical experience in investment advisory, portfolio management or fund management
• Further financial analytical training and/or certifications (CFA, AZEK, CIIA, CAIA etc.)
• In-depth knowledge of all asset classes
• Pleasure in developing client-specific investment concepts
• Strong analytical skills and a networked, solution-oriented mindset
• Empathic and client-oriented personality with well-groomed manners and professional appearance in front of demanding private clients
• Confident in English and French. Russian skills an advantage

We offer you exciting and long-term development opportunities as well as a challenging and dynamic environment, and interesting personal and professional perspectives. LGT also stands for attractive working conditions and social benefits as well as a unique corporate culture.

 
Help shape LGT and become part of a family - not just a company.

A great place to work – a great place to have impact: LGT promotes diversity among its employees. We believe that an inclusive and appreciative corporate culture is the driver for a great workplace and provides the opportunity to create a unique and successful team. That's why our employees can also benefit from many additional benefits.