Wealth Planner (m/f/d) Vienna (AT)

Relationship Management
Full Time (≥ 80%)
Posted on

About us

LGT Bank Österreich, a branch of LGT Bank AG, is the largest international private bank in Austria. In Austria, we employ 230 people and offer both private banking and asset management services. Our unique ownership structure continues to have a major influence on our culture, as we stand for entrepreneurial thinking, sustainability, responsibility and trust. In addition, we are characterized by values such as respect and a long-term approach. At the beginning of 2021, we were named one of the 40 Best Employers in Austria by the consulting firm "Great Place to Work".

Your challenge

  • Collaboration on legal issues within Wealth Planning Austria (succession planning, asset structuring, etc.)
  • Assuming responsibility for organizational and administrative tasks to relieve the team (research, presentations, correspondence, publications)
  • Development of wealth strategies and examination of possible structures for the realization of individual goals of our clients
  • Providing information to our clients regarding long-term strategic wealth planning issues (estate planning and wealth structuring/foundations, basic tax information
  • Contact person for wealth planning issues and accompaniment of relationship managers to client meetings
  • Support and sparring partner to our Head of Wealth Planning Manager
  • Joint presentation of corresponding concepts with the responsible relationship managers in client meetings
  • Independent and proactive handling of day-to-day business including preparation and follow-up of client meetings with the Relationship Managers
  • Proactive and efficient support in the acquisition and expansion of long-term client relationships in the upscale private banking segment
  • Interface function to internal expert teams
  • Involvement and cooperation in various strategic banking projects

Your profile

  • Higher education in law, financial administration, banking or business administration

  • Experience in the areas of inheritance law, foundations (holistic wealth planning in the environment of complex, international asset and family relationships of HNWIs / UHNWIs)

  • Ideally, successfully completed advanced training in financial or wealth succession planning (e.g. Certified Financial Planner)

  • Knowledge of financial products, taxes/law

  • Experience to deal with sophisticated clients, strong customer orientation and basic entrepreneurial mindset

  • Empathic personality with good manners and excellent communication skills who is used to work discreetly

  • Solution orientation and a precise, structured way of working with a focus on goals and customer orientation

  • You are a flexible and stress-resistant team player (m/f/d) with a can-do mentality who never loses sight of service orientation

  • Excellent business language skills in German and English, both written and spoken

In addition to an extremely interesting field of activity and our social benefits, we offer you a minimum salary for the position starting at € 60.000,- per annum with the readiness for a significant overpayment depending on qualifications.

Have we aroused your interest and                                                                                               

  • ... You want to be part of a High Performance Team Culture?
  • ... Do you want to play an active role in the successful development of the Austrian branch?
  • ... You appreciate the values of a traditional and international family business?

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.

Perks & Advantages:

  • Discounts on LGT banking products and services  
  • LGT co-investments 
  • Discounts on health and property insurance 
  • 4% contribution into pension fund 
  • Jobticket  
  • Meal vouchers 
  • Recognition of major life events 

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  

Your Health:

  • Employee health and wellbeing program, including coaching 
  • Meal vouchers; free tea, coffee, fruits, nuts 

Family & Work:

  • Various flexible work models  
  • Sabbatical  
  • Special paid leave options  

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


Sandra Graf

Sandra Graf

Senior HR Business Partner
LGT Bank AG, Zweigniederlassung Österreich 1010 Vienna Austria

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