Senior Portfolio Advisor for Private Banking Clients

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 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).