Portfolio Advisor (f/m/d)

LGT Bank (Schweiz) AG; Genf; Vor Ort; CHF 140.000 - 190.000; Vollzeit

Zusammenfassung

LGT Bank (Schweiz) AG is seeking an experienced investment adviser to independently manage advisory mandate clients alongside Relationship Managers in Geneva. You will analyze portfolios, develop tailored investment concepts, and support business development efforts to retain discerning private clients.

The role requires at least 5 years in investment advisory or portfolio management, strong asset-class knowledge, and fluency in French and English with German a plus.

Qualifikationen

• Completed studies in Banking and Finance (FH/Uni) or comparable education.
• Financial analytical 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.
• 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 and development of customized investment concepts.
• 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 skills

Client focus

Communication skills

Relationship management

Ausbildung

Degree in Banking/Finance

Certifications (CFA/CAIA etc.)

Jobbeschreibung

About LGT

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

Additional Information

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 LGT is the largest Private Banking and Asset Management group in the world to be owned by an entrepreneurial family. As the family office of the Princely House of Liechtenstein, we have years of experience in the management of sizeable sums of assets.