Portfolio Advisor (f/m/d)

LGT Private Banking; Genf; Vor Ort; CHF 150.000 - 230.000; Vollzeit

Benefits dieser Stelle

Flexible work models

Sabbatical

At least 25 days annual leave

Parental leave options

Childcare support

Internal training programs

Zusammenfassung

LGT Private Banking in Switzerland seeks an experienced investment advisor to independently manage advisory mandate clients in collaboration with Relationship Managers. You will analyze portfolios, develop customized investment concepts, and support client acquisition and retention.

The role requires a degree in Banking and Finance, CFA/AZEK/CIIA/CAIA, at least five years in investment advisory or portfolio management, deep knowledge of asset classes, and fluent French and English (German

Qualifikationen

• Degree in Banking and Finance (FH/Uni) or comparable education.
• Financial analytics training and/or certifications (CFA, AZEK, CIIA, CAIA, etc.).
• 5+ years in investment advisory, portfolio management or fund management.
• In-depth knowledge of all asset classes.
• Empathetic, trustworthy and customer-oriented with polished manners.
• Enjoy developing client-specific investment concepts.
• Strong analytical and 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

Portfolio management

Asset allocation

Financial analysis

Client relationship

Networking

French language

English language

German language (adv.)

Ausbildung

Banking/Finance degree (FH/Uni)

CFA / AZEK / CIIA / CAIA

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. 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

• 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
• 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

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