Senior Portfolio Advisor - Private Banking

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

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.