Assistant and Receptionist (f/m/d), 50–60%

LGT Bank (Schweiz) AG; Bern; On-site; CHF 60,000 - 85,000; Full time

Job summary

LGT Bank (Schweiz) AG in Bern invites applications for an Assistant and Receptionist to support client advisors, manage correspondence, meetings, and reception duties.

The role requires a banking apprenticeship or commercial training, several years in client-advisor support or reception for discerning clients, and a strong service mindset. German is essential; French and English are advantageous.

Qualifications

• Completed banking apprenticeship or commercial vocational training.
• Several years of experience assisting client advisors in private banking, reception, or similar role with discerning clients.
• Strong service mindset, initiative, structured, reliable and independent work.
• Confident in using standard Microsoft Office applications.
• German communication skills; French and English are advantageous.

Responsibilities

• Support client advisors with inquiries and administrative tasks.
• Independently prepare for and follow up on client meetings.
• Monitor portfolios for upcoming maturities and outstanding matters.
• Receive and process orders related to securities, FX, derivatives, and payments.
• Welcome clients and visitors, ensure meetings run smoothly.
• Handle calls professionally and direct to appropriate contacts.

Skills

Client service

Reception duties

Calendar management

Microsoft Office

German language

English knowledge

Education

Banking apprenticeship

Tools

CRM software

MS Office

Job description

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.

Job Description

We are looking for an Assistant and Receptionist (f/m/d) to join us on 1 April 2027.

• Supporting client advisors with client enquiries and organisational and administrative tasks, particularly correspondence, formalities, documentation, calendar management and compliance.
• Independently preparing for and following up on client meetings and prospective client meetings, including gathering relevant information.
• Monitoring client portfolios for upcoming maturities and outstanding matters.
• Receiving and independently processing orders relating to securities, foreign exchange, derivatives and payments.
• Welcoming and assisting clients and visitors in the client area, creating a pleasant atmosphere and ensuring that meetings run smoothly.
• Handling calls professionally and discreetly, directing them to the appropriate contacts and ensuring timely follow-up.
• Helping to ensure the smooth running of the reception area, suggesting improvements and supporting other local tasks, such as incoming and outgoing mail.

Requirements

• You have completed a banking apprenticeship or commercial vocational training.
• You have several years of experience assisting client advisors in private banking, working at reception, or in a comparable service-oriented role with discerning clients.
• You have a strong service mindset, take initiative and work in a structured, reliable and independent manner.
• You are confident using standard Microsoft Office applications and have good general IT skills.
• You communicate confidently in German.
• Good knowledge of French and English is an advantage.
• You are an empathetic person with excellent manners and strong communication skills.

Please note that we are not considering applications submitted via recruitment agencies for this position.

Contact Information

For further information please do not hesitate to contact us. LGT Bank (Schweiz) AG Human Resources David Becker LGT is the largest Private Banking and Asset Management group in the world to be owned by an entrepreneurial family. As the family office of the Princely House of Liechtenstein, we have years of experience in the management of sizeable sums of assets.