Assistant and Receptionist (f/m/d), 50–60%

LGT Private Banking; Berne Township (OH); Presencial; USD 40.000 - 65.000; Jornada completa

Descripción de la vacante

LGT Bank (Schweiz) AG is seeking an Assistant and Receptionist to support client advisors and manage front-desk operations. You will handle inquiries, meetings preparation, and documentation while maintaining a professional client environment.

Requirements include banking apprenticeship, several years in a private banking support or reception role, strong service mindset, and fluency in German (French/English a plus). Join on 1 April 2027.

Formación

• Completed banking apprenticeship or commercial vocational training.
• Several years of experience assisting client advisors in private banking, reception, or similar service role.
• Strong service mindset, initiative, structured and reliable work style.
• Confident in using Microsoft Office and general IT skills.
• German communication; French and English knowledge is an advantage.
• Empathetic with excellent manners and strong communication skills.

Responsabilidades

• Assist client advisers with inquiries and administrative tasks, including correspondence and compliance.
• Prepare for and follow up on client and prospective client meetings with relevant information.
• Monitor client portfolios for maturities and outstanding matters.
• Receive and process orders for securities, FX, derivatives, and payments.
• Welcome clients and visitors, ensuring meetings run smoothly.
• Handle calls professionally and direct to appropriate contacts with timely follow-up.
• Support reception area operations and assist with mail handling.

Conocimientos

Customer service mindset

Initiative

Organized

Independent work

Communication skills

Educación

Banking apprenticeship

Herramientas

Microsoft Office

Descripción del empleo

LGT is the largest Private Banking and Asset Management group in the world to be owned by an entrepreneurial family. As the family office of the Princely House of Liechtenstein, we have years of experience in the management of sizeable sums of assets. Assistants Relationship Management support Relationship Managers in all tasks related to client care and acquisition. This includes preparing for client interactions, processing client requests, handling administrative duties, maintaining client information, and performing general organisational tasks.

Job Description We are looking for an Assistant and Receptionist (f/m/d) to join us on 1 April 2027. Your main responsibilities will include:

• Supporting client advisors with client enquiries and organisational and administrative tasks, particularly correspondence, formalities, documentation, calendar management and compliance.
• Independently preparing for and following up on client meetings and prospective client meetings, including gathering relevant information.
• Monitoring client portfolios for upcoming maturities and outstanding matters.
• Receiving and independently processing orders relating to securities, foreign exchange, derivatives and payments.
• Welcoming and assisting clients and visitors in the client area, creating a pleasant atmosphere and ensuring that meetings run smoothly.
• Handling calls professionally and discreetly, directing them to the appropriate contacts and ensuring timely follow-up.
• Helping to ensure the smooth running of the reception area, suggesting improvements and supporting other local tasks, such as incoming and outgoing mail.

Requirements

• You have completed a banking apprenticeship or commercial vocational training.
• You have several years of experience assisting client advisors in private banking, working at reception, or in a comparable service-oriented role with discerning clients.
• You have a strong service mindset, take initiative and work in a structured, reliable and independent manner.
• You are confident using standard Microsoft Office applications and have good general IT skills.
• You communicate confidently in German. Good knowledge of French and English is an advantage.
• You are an empathetic person with excellent manners and strong communication skills.

Please note that we are not considering applications submitted via recruitment agencies for this position.

Contact Information

LGT Bank (Schweiz) AG

Human Resources

David Becker