Portfolio Advisor (f/m/d)

LGT Group; Genf; Hybrid; CHF 140.000 - 200.000; Vollzeit

Benefits dieser Stelle

Flexible work models

25 days annual leave

Parental leave and childcare support

Discounts on LGT banking products

Zusammenfassung

LGT Bank Switzerland is seeking a seasoned investment advisory professional to independently manage advisory mandate clients in collaboration with Relationship Managers. You will analyze portfolios, develop customized investment concepts, and support acquisition and retention discussions for discerning private clients.

The role requires at least 5 years of experience in investment advisory or portfolio management, deep asset-class knowledge, and fluency in French and English (German is a plus).

Qualifikationen

• Completed studies in Banking and Finance (FH/Uni) or a comparable education.
• Financial analytical further training and/or certifications (CFA, AZEK, CIIA, CAIA, etc.)
• At least 5 years of relevant practical experience in investment advisory, portfolio management, or fund management
• In-depth knowledge of all asset classes
• Empathetic, trustworthy, and customer-oriented personality with polished manners and a professional demeanor in front of discerning private clients
• Strong analytical skills and a networked, solution-oriented mindset
• Very good knowledge of French and English, German is an advantage

Aufgaben

• Independent and professional management of advisory mandate clients in collaboration with Relationship Managers
• Analysis and optimization of portfolios, as well as the development of customized investment concepts and asset consolidations for discerning private banking clients
• Active support of Relationship Managers in acquisition and retention discussions
• Advising and supporting Relationship Managers in all investment-related matters
• Active networking with Relationship Managers and internal product specialists

Kenntnisse

5+ years experience

French

English

German (adv)

Ausbildung

Banking/Finance degree

CFA/AZEK/CIIA/CAIA certifications

Jobbeschreibung

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 mandate clients in collaboration with Relationship Managers

Analysis and optimization of portfolios, as well as the development of customized investment concepts and asset consolidations for discerning private banking clients

Active support of Relationship Managers in acquisition and retention discussions

Advising and supporting Relationship Managers in all investment-related matters

Active networking with Relationship Managers and internal product specialists

Your profile

Completed studies in Banking and Finance (FH/Uni) or a comparable education

Financial analytical further training and/or certifications (CFA, AZEK, CIIA, CAIA, etc.)

At least 5 years of relevant practical experience in investment advisory, portfolio management, or fund management

In-depth knowledge of all asset classes

Empathetic, trustworthy, and customer-oriented personality with polished manners and a professional demeanor in front of discerning private clients

Strong analytical skills and a networked, solution-oriented mindset

Very good knowledge of French and English, German is an advantage

Please note that we are not considering applications submitted by 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
• 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
• 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
• Employee health and wellbeing program

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.