Portfolio Advisor (f/m/d)

LGT Crestone Wealth Management Limited; Genf; Vor Ort; CHF 120.000 - 180.000; Vollzeit

Zusammenfassung

LGT Bank Switzerland AG in Geneva seeks an experienced Investment Advisor who independently manages advisory mandate clients in collaboration with Relationship Managers, and develops customized investment concepts.

You will analyze portfolios, optimize asset allocations across all asset classes, and actively support acquisition and retention discussions while networking with product specialists.

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
• Enjoyment in developing customer-specific investment concepts
• 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

Analytical thinking

Client advisory

Relationship management

Portfolio analysis

Investment concepts

Networking

Communication

French language

English language

German language

Ausbildung

Banking and Finance degree

CFA certification

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.

Job Description

• 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

Requirements

• 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

• Enjoyment in developing customer-specific investment concepts

• 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.

Contact Information

For further information please do not hesitate to contact us.

LGT Bank (Schweiz) AG

Human Resources

Nicole Bider