Senior Relationship Manager HNWI/UHWNI covering Philippines Market out of Zurich/ Geneva Zurich (CH)

  • Category Relationship Management
  • Workload Full Time (≥ 80%)
  • Posted on

About us

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.

Your challenge

Your challenge:

  • A front-office role as a senior partner in managing client relationships, providing comprehensive advice, a broad range of products and services tailored to the complex needs of (ultra-)high-net-worth individuals whilst working toward specific individual, team and market asset and revenue targets
  • Continuously develop and manage the client portfolio with main focus on the Philippines markets
  • Market leading products, tailored solutions and services supported by a holistic advisory approach for high and ultra-high net worth clients
  • Deliver best-in-class specialist knowledge and product expertise in developing solutions for clients in the creation, management and transfer of their wealth
  • Act as a brand ambassador
  • Actively cooperate and exchange with internal specialists to provide best client solutions  
  • Marketing and Client Acquisition: Craft and execute innovative marketing strategies to attract and retain high net-worth clients. Lead efforts to organize prospecting and client events, particularly in key markets such as the Philippines.
  • Operational Excellence: Supervise risk and compliance to ensure seamless operations.

Your profile

Your profile:

  • Outstanding senior industry personal and professional network within HNWI/UHNWI client segments for the Philippines market to support our growth strategy in Switzerland
  • Proven track record of relevant experience in a client acquisition and management of wealth for clients in the Philippines
  • Extensive experience in senior RM roles within wealth management, with a proven track record of driving client acquisition. The years of experience required in one of the roles for Asia Pacific markets from  5-7 years.
  • Strong financial product and technical competence in the understanding, development and delivery of holistic wealth planning solutions to clients
  • First class presentation and communication skills: ability to listen, guide and influence internal and external stakeholders
  • Drive and motivation to work in a target driven and high-performance culture
  • Entrepreneurial and innovative approach in the identification of business opportunities
  • Highest professional work ethic and standards, decisiveness and innovative thinking
  • High level of professional and personal integrity and compliance standards ensuring all work activities are performed in line with internal and external guidelines and regulatory policies
  • Fluent in English, Filipino, Fookien, and Mandarin is highly desirable.
  • Licensed CPWP is desirable
  • University degree in Finance or Business Management

Benefits at LGT

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.

Family & Work:

  • Various flexible work models  
  • Sabbatical 
  • At least 25 days annual leave, depending on age
  • Special paid leave options  
  • Maternity and paternity leave, options for further parental leave
  • Additional childcare contribution for paid external care of children up to 12 years old

Your Health:

  • Employee health and wellbeing program  
  • Subsidized classes (yoga, fitness) 
  • Healthy meal options 
  • Fresh fruit supplied daily  

Growing Together:

  • Internal courses 
  • External courses offered by the Liechtenstein Academy 
  • Support for external training and further education 
  • Coaching and mentoring programs 
  • International assignments 
  • Intrapreneurship program  

Perks & Advantages:

  • Discounts on LGT banking products and services 
  • LGT co-investments 
  • Discounts on health and property insurance  
  • Pension plan with individualized options 
  • Various mobility/e-mobility initiatives  
  • Recognition of major life events  

Do you feel addressed? Then simply fill out the online application. We look forward to getting to know you.

Contact

Natalia Olbinska

Natalia Olbinska

Senior Strategic Recruiter
LGT Bank (Schweiz) AG

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