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.
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.
Transparency is important to us. That is why you will find everything that matters to us on our website – plus everything you should know about us before you meet us in person, open an account or apply for a job. That includes, for example, the history of the Princely Family, which is closely intertwined with our own.