Senior Private Portfolio Advisor

LGT Crestone Wealth Management Limited; Genf; Vor Ort; CHF 120.000 - 180.000; Vollzeit

Zusammenfassung

LGT Bank Switzerland AG in Geneva seeks an experienced Investment Advisor who independently manages advisory mandate clients in collaboration with Relationship Managers, and develops customized investment concepts.

You will analyze portfolios, optimize asset allocations across all asset classes, and actively support acquisition and retention discussions while networking with product specialists.

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 thinking

Client advisory

Relationship management

Portfolio analysis

Investment concepts

Networking

Communication

French language

English language

German language

Ausbildung

Banking and Finance degree

CFA certification

Jobbeschreibung

LGT Bank Switzerland AG in Geneva seeks an experienced Investment Advisor who independently manages advisory mandate clients in collaboration with Relationship Managers, and develops customized investment concepts.

You will analyze portfolios, optimize asset allocations across all asset classes, and actively support acquisition and retention discussions while networking with product specialists.