Senior Portfolio Advisor – Private Banking & Wealth

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

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