Private Banking Assistant & Front Desk Coordinator

LGT Crestone Wealth Management Limited; Bern; On-site; CHF 65,000 - 85,000; Full time

Job summary

LGT Bank Switzerland is seeking an Assistant and Receptionist (f/m/d) to join our team on 1 April 2027. You will support client advisors with enquiries, handle administrative tasks, prepare meetings, and ensure smooth reception operations.

The role requires a banking apprenticeship or commercial training, experience in private banking support or reception, a strong service mindset, IT proficiency, and fluent German; knowledge of French and English is advantageous.

Qualifications

• You have completed a banking apprenticeship or commercial vocational training.
• You have several years of experience assisting client advisors in private banking, working at reception, or in a comparable service-oriented role with discerning clients.
• You have a strong service mindset, take initiative and work in a structured, reliable and independent manner.
• You are confident using standard Microsoft Office applications and have good general IT skills.
• You communicate confidently in German. Good knowledge of French and English is an advantage.
• You are an empathetic person with excellent manners and strong communication skills.

Responsibilities

• Supporting client advisors with client enquiries and organisational and administrative tasks, particularly correspondence, formalities, documentation, calendar management and compliance.
• Independently preparing for and following up on client meetings and prospective client meetings, including gathering relevant information.
• Monitoring client portfolios for upcoming maturities and outstanding matters.
• Receiving and independently processing orders relating to securities, foreign exchange, derivatives and payments.
• Welcoming and assisting clients and visitors in the client area, creating a pleasant atmosphere and ensuring that meetings run smoothly.
• Handling calls professionally and discreetly, directing them to the appropriate contacts and ensuring timely follow-up.
• Helping to ensure the smooth running of the reception area, suggesting improvements and supporting other local tasks, such as incoming and outgoing mail.

Skills

Service mindset

Communication skills

German language

French/English advantage

Microsoft Office

Independent working

Empathy

Education

Banking apprenticeship or commercial vocational training

Tools

Microsoft Office

Job description

LGT Bank Switzerland is seeking an Assistant and Receptionist (f/m/d) to join our team on 1 April 2027. You will support client advisors with enquiries, handle administrative tasks, prepare meetings, and ensure smooth reception operations.

The role requires a banking apprenticeship or commercial training, experience in private banking support or reception, a strong service mindset, IT proficiency, and fluent German; knowledge of French and English is advantageous.