Senior Private Banking Portfolio Advisor

LGT – Private Banking und Asset Management; Genf; Vor Ort; CHF 120.000 - 180.000; Vollzeit

Zusammenfassung

LGT Bank (Schweiz) AG is seeking an experienced investment advisor to independently manage advisory mandate clients in collaboration with Relationship Managers in Geneva. You will analyze portfolios, develop customized investment concepts, and support acquisition and retention discussions for discerning private banking clients.

The role requires 5+ years in investment advisory or portfolio management, strong asset-class knowledge, and fluency in French and English (German 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
• 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, 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

Analytical skills

Client focus

Portfolio analysis

Networking

Ausbildung

Banking and Finance degree (FH/Uni) or equivalent

CFA / AZEK / CIIA / CAIA or similar certifications

Jobbeschreibung

LGT Bank (Schweiz) AG is seeking an experienced investment advisor to independently manage advisory mandate clients in collaboration with Relationship Managers in Geneva. You will analyze portfolios, develop customized investment concepts, and support acquisition and retention discussions for discerning private banking clients.

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