Senior Private Portfolio Advisor

LGT Bank; Genf; Vor Ort; CHF 150.000 - 210.000; Vollzeit

Zusammenfassung

LGT Bank (Schweiz) AG is seeking an experienced investment advisory professional 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 efforts.

The role requires strong asset-class knowledge, a client-focused approach, and fluency in French and English, with German as a plus.

Qualifikationen

• Completed studies in Banking and Finance (FH/Uni) or equivalent.
• Certifications such as CFA, AZEK, CIIA, CAIA preferred.
• At least 5 years of experience in investment advisory or portfolio management.
• Strong knowledge of all asset classes and a client-centric mindset.
• Excellent French and English; German is a plus.

Aufgaben

• Independent and professional management of advisory mandate clients with Relationship Managers.
• Analyze and optimize portfolios; develop customized investment concepts and asset consolidations.
• Support Relationship Managers in acquisition and retention discussions.
• Advise and assist Relationship Managers on investment-related matters.
• Network with Relationship Managers and internal product specialists.

Kenntnisse

Analytical skills

Client-focused mindset

Networking with stakeholders

English

French

German (advantage)

Ausbildung

CFA

AZEK

CIIA

CAIA

Banking & Finance degree or equivalent

Jobbeschreibung

LGT Bank (Schweiz) AG is seeking an experienced investment advisory professional 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 efforts.

The role requires strong asset-class knowledge, a client-focused approach, and fluency in French and English, with German as a plus.