Front Desk & Client Services Assistant (Private Banking)

LGT Group

Schweiz

Remote

CHF 42,000 - 60,000

Part time

4 days ago
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Benefits offered by this job

Various flexible work models
At least 25 days annual leave
Special paid leave options
Maternity and paternity leave
Childcare contribution

Job summary

LGT Group in Berne seeks an Assistant and Receptionist (f/m/d) to support private banking client advisors and manage a professional front desk. The role includes meeting preparation, calendar coordination, and handling client inquiries in a discreet, service-minded manner.

With a focus on a polite, efficient client experience, you will assist with documentation, follow-up on meetings, and support everyday reception tasks in a private banking setting.

Qualifications

  • Banking apprenticeship or commercial vocational training completed.
  • Several years of experience assisting client advisors in private banking or reception.
  • Strong service mindset, initiative and reliable, independent work style.
  • Proficient with Microsoft Office; solid general IT skills.
  • Fluent German; French and English knowledge is advantageous.

Responsibilities

  • Support client advisors with inquiries and administrative tasks.
  • Prepare for and follow up on client meetings and onboarding.
  • Monitor client portfolios for maturities and outstanding items.
  • Process orders related to securities, FX, derivatives and payments.
  • Greet clients and visitors, ensuring a smooth, professional reception.
  • Handle calls discreetly and direct them to appropriate contacts.
  • Assist with reception operations and mail handling.

Skills

Service mindset
Customer service
German language
Communication skills

Education

Banking apprenticeship

Tools

MS Office

Job description

LGT Group in Berne seeks an Assistant and Receptionist (f/m/d) to support private banking client advisors and manage a professional front desk. The role includes meeting preparation, calendar coordination, and handling client inquiries in a discreet, service-minded manner.

With a focus on a polite, efficient client experience, you will assist with documentation, follow-up on meetings, and support everyday reception tasks in a private banking setting.

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