Assistant Relationship Management (f/m/d) – Swiss Onshore (80–100%)

LGT Private Banking; Genf; Vor Ort; CHF 90.000 - 130.000; Vollzeit

Benefits dieser Stelle

Flexible work models

Sabbatical

At least 25 days annual leave

Parental leave options

Childcare support

Zusammenfassung

LGT Private Banking in Geneva, Switzerland seeks an experienced client services assistant to support Relationship Managers in delivering high-quality service to Swiss onshore clients.

You will handle enquiries, coordinate transactions, maintain client data securely, and assist with account openings and meeting materials, contributing to compliant, efficient operations.

Qualifikationen

• Banking apprenticeship completed and/or university-level training in finance
• Several years of practical experience in private banking or related financial services
• Strong client service orientation with regulatory and compliance awareness
• Experience with e-banking, digital tools, and AI-enabled applications is a plus

Aufgaben

• Provide proactive day-to-day support to Relationship Managers and clients
• Process and monitor client orders with relationship managers across securities, FX and payments
• Coordinate transactions and ensure accurate data handling and documentation
• Assist with account openings, client meetings and regulatory reporting

Ausbildung

Banking apprenticeship

University degree or higher education

Tools

Avaloq

Microsoft Office

Jobbeschreibung

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.

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 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.

Your challenge

In this role, you will support our Relationship Managers in delivering high-quality service to our discerning Swiss onshore clients. Through your accurate, service-oriented and proactive approach, you will make an important contribution to an excellent client experience and to compliance with regulatory and internal requirements. Your responsibilities include:

• providing proactive day-to-day support to clients and responding to enquiries relating to accounts, outstanding documentation, e-banking and other administrative matters;
• receiving, processing and monitoring client orders in close collaboration with Relationship Managers, particularly in securities, foreign exchange and payment transactions;
• coordinating and following up on transactions and related processes, including securities transfers, settlements, maturities and deposit management;
• ensuring client data and documentation are maintained accurately and promptly in internal systems, treating all information with the utmost confidentiality;
• supporting account-opening processes, correspondence and credit requests, and preparing and following up on materials for client meetings;
• helping to ensure compliance with regulatory requirements and internal policies, including support with required reporting and submissions;
• depending on your profile and experience, taking on additional responsibilities in projects, initiatives or team support.

Your profile

• Completed banking apprenticeship, University degree or higher education, combined with several years of practical experience in the private banking area.
• Several years of experience in a comparable banking role, with a sound understanding of regulatory requirements and the needs of an international client base.
• Strong client and service orientation, combined with an independent, efficient and accurate way of working in a dynamic environment.
• Ability to manage more complex client, transactional and organisational matters in a structured manner and identify opportunities to improve processes.
• Excellent Microsoft Office skills; experience with Avaloq is an advantage. You also have a strong affinity for e-banking, digital tools and AI-enabled applications.
• Excellent French and very good English communication skills, both written and spoken; German is an advantage.

Please note that we cannot consider applications via recruitment agencies for this position.

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 additional parental leave
• Additional childcare contribution for paid external care of children up to 12 years old

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

Your Health

• Employee health and wellbeing program
• Fresh fruit supplied daily