Portfolio Advisor

vor 2 Wochen

Zürich, Zürich, Schweiz LGT Gruppe Holding AG Vollzeit
Category- Portfolio Advisory- Workload- Full Time ( 80%)- Posted on- 9 May 2023
About us*:
LGT is the world's largest family-owned and managed Private Banking and Asset Management Group.

For more than 100 years it has been fully owned and managed by the Princely House of Liechtenstein, which is also one of our biggest clients.

With around 600 employees, LGT Bank Switzerland has established itself as a renowned Swiss private bank and is an excellent address for both wealthy private clients and employees - this was also confirmed last year by the independent institute "Great Place To Work", which awarded LGT Bank Switzerland the title of one of the best employers in Switzerland.


Your challenge*:

  • Selbständige und professionelle Verwaltung von Advisory-Mandatskunden in Zusammenarbeit mit den Kundenberatern in unserer Niederlassung in Zürich
  • Analyse und Optimierung von Portfolien sowie Erarbeitung von massgeschneiderten Anlagekonzepten und Vermögenskonsolidierungen für anspruchsvolle Private Banking Kundschaft
  • Aktive Unterstützung der Kundenberater in Akquisitions
- und Retentionsgesprächen

  • Unterstützung und Beratung der Kundenberater in sämtlichen Investment Fragen
  • Aktive Netzwerkpflege zu Kundenberatern und internen Produktspezialisten

Your profile*:

  • Empathische und kundenorientierte Persönlichkeit mit gepflegten Umgangsformen und professionellem Auftritt vor anspruchsvollen Privatkunden
  • Fundierte Kenntnisse in allen Anlageklassen
  • Freude am Ausarbeiten von kundenspezifischen Anlagekonzepten
  • Starke analytische Fähigkeiten sowie eine vernetzte, lösungsorientierte Denkweise
  • Mindestens 5 Jahre relevante Praxiserfahrung im Investment Advisory, Portfolio Management oder im Fonds-Management
  • Abgeschlossenes Studium in Banking und Finance (FH/Uni) oder vergleichbare Ausbildung
  • Finanzanalytische Weiterbildungen und/oder Zertifizierungen (CFA, AZEK, CIIA, CAIA etc.)
  • Stilsicher in Deutsch und Englisch

Benefits at LGT*:

A great place to work - a great place to have impact:LGT promotes diversity among its employees. We believe that an inclusive and appreciative corporate culture is the driver for a great workplace and provides the opportunity to create a unique and successful team. That's why our employees can also benefit from many additional benefits.

Family & Work:

  • Various flexible work models
  • Sabbatical
  • At least 25 days annual leave, depending on age
  • Special paid leave options
  • Maternity and paternity leave, options for further parental leave

Your Health:

  • Employee health and wellbeing program
  • Subsidized classes (yoga, fitness)
  • Healthy meal options
  • Fresh fruit supplied daily

Growing Together:

  • Internal courses
  • External courses offered by the Liechtenstein Academy
  • Support for external training and further education
  • Coaching and mentoring programs
  • International assignments
  • Intrapreneurship program

Perks & Advantages:

  • Discounts on LGT banking products and services
  • LGT coinvestments
  • Discounts on health and property insurance
  • Pension plan with individualized options
  • Various mobility/emobility initiatives
  • Recognition of major life events

Contact*:

Cornelia Brinker:

Senior HR Manager

  • LGT Bank (Schweiz) AG_
- _

  • Lange Gasse 15, Postfach ,_
- _

  • 4002_
- _

  • Basel_
- _

  • Switzerland_
- _

  • Investment- and Portfolio Advisor, 80

    vor 2 Wochen

    Zürich, Zürich, Schweiz Yakoubi Associates Vollzeit

    Im Auftrag einer renommierten Schweizer Privatbank, suchen wir auf den nächstmöglichen Zeitpunkt ein/e Investment- and Portfolio Advisor, %.Aufgaben- Beaufsichtigung und Verwaltung von Kundenberatungsbeziehungen in Zusammenarbeit mit Front-Office-Vertretern- Generierung von Ideen über alle Anlageklassen hinweg, einschließlich der Weitergabe an...

  • Portfolio Advisor

    vor 2 Wochen

    Zürich, Zürich, Schweiz LGT Gruppe Holding AG Vollzeit

    Kategorie- Portfolio Advisory- Pensum- Full Time ( 80%)- Ausgeschrieben seit- 8. Juni 2023Seite teilen- twitter- facebook- linkedin- whatsapp- per E-Mail- URL kopieren**Über uns****:LGT ist eine führende internationale Private Banking und Asset Management Gruppe, die sich seit über 100 Jahren im Besitz der Fürstenfamilie von Liechtenstein befindet. Mit...

  • Client Advisor

    vor 2 Wochen

    Zürich, Zürich, Schweiz GiGroup Vollzeit

    For our important client, a prestigious luxury retail company we are seeking for a :CLIENT ADVISORAs Sales Specialist you will support the development of the client portfolio and enhance the boutique's performance, reporting to the Store Manager.RESPOSABILITIES: Develop the local client portfolio and POS. Provide exceptional shopping and postsales...

  • Associate Client Advisor

    vor 2 Wochen

    Zürich, Zürich, Schweiz JPMorgan Chase Bank, N.A. Vollzeit

    Our Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and solutions to Ultra High Net Worth individuals and families around the world. Through our integrated and diverse platform we deliver highly customized market leading solutions to help clients with the many challenges and complexities they...

  • Front - Investment Advisor, 100% (Zurich)

    vor 2 Wochen

    Zürich, Zürich, Schweiz Yakoubi Associates Vollzeit

    For our client a global multi family office, we are looking for a Front-Investment Advisor.The Front-Investment Advisor in the Investment Department allocates his/her time such that over the year he/she spends 70% of his/her time in Investment Advisory and 30% in special projects.Tasks Write and elaborate investment advisory proposals together with the...

  • Front - Investement Advisor, 100% (Zurich)

    vor 2 Wochen

    Zürich, Zürich, Schweiz Yakoubi Associates Vollzeit

    For our client a well-known global family office, we are looking for a Front-Investment Advisor.The Front-Investment Advisor in the Investment Department allocates his/her time such that over the year he/she spends 70% of his/her time in Investment Advisory and 30% in special projects.Tasks Write and elaborate investment advisory proposals together with the...

  • Client Advisor

    vor 2 Wochen

    Zürich, Zürich, Schweiz Officine Panerai Vollzeit

    Code de référence: 90774Client Advisor - Zurich Boutique - 8 months contract:Zurich, ZH, CHFixed TermFondée à Florence en 1860 en tant qu'atelier, boutique et école d'horlogerie, la maison Panerai fournit durant de nombreuses décennies des instruments de précision à la Marine italienne et, plus particulièrement, à ses commandos de plongeurs de...

  • Relocation Service Advisor

    vor 2 Wochen

    Zürich, Zürich, Schweiz Albedis Vollzeit

    **EINFÜHRUNG**:**Relocation Service Advisor***:Unsere Mandantin bietet in Europa eine breite Palette von Umzugsdienstleistungen an. Der Auftraggeber unterstützt Expatriates und internationale Unternehmen mit Orientierungstouren vor der Anstellung, Unterstützung bei der Wohnungssuche, Schulplatzsuche, Einwanderungsdienstleistungen sowie...

  • Beauty Advisor 100% Region Zürich

    vor 2 Wochen

    Zürich, Zürich, Schweiz Jo Malone London Vollzeit

    Jo Malone London Beauty Advisor 100% - Region ZürichElevate Your Career with Jo Malone London!Join the renowned British brand JO MALONE LONDONTM, famous for its unique perfume portfolio, diverse body care line, and luxury home products, inspiring a loyal clientele.Position: Jo Malone London Beauty Advisor 100%Looking for you to join our Jo Malone London...

  • Client Advisor Nordics Market

    vor 2 Wochen

    Zürich, Zürich, Schweiz UBS Vollzeit

    Your role Are you a dynamic relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you a proven risk manager? We're looking for a client advisor for HNW Nordics clients to: build, establish and grow client relationships provide trusted advice to clients in collaboration with...

  • Beauty Advisor 100% Region Zürich

    vor 2 Wochen

    Zürich, Zürich, Schweiz Jo Malone London Vollzeit

    Join the Adventure at JO MALONE LONDONThe British lifestyle brand JO MALONE LONDONTM is renowned for its unique perfume portfolio, diverse body care line, and luxury interior products, inspiring a loyal clientele.Jo Malone London Beauty Advisor 100%Join the team at Jo Malone London for our counter in ZurichWhat to ExpectPersonal and service-oriented customer...

  • Client Advisor Multinationals

    vor 2 Wochen

    Zürich, Zürich, Schweiz UBS Vollzeit

    Switzerland Zürich Client advisory / Relationship management Personal & Corporate BankingJob Reference #BRCity ZürichJob Type Full Time, Part TimeYour role Do you strive for direct impact? Would you like to work in an ambitious and international environment? Is team work important for you? Do you enjoy structuring and implementing customized corporate...

  • Client Advisor Multinationals

    vor 2 Wochen

    Zürich, Zürich, Schweiz UBS Vollzeit

    Switzerland Zürich Business management, administration and support Personal & Corporate BankingJob Reference #BRCity ZürichJob Type Full TimeYour role Do you strive for direct impact? Would you like to work in an ambitious and international environment? Is team work important for you? Do you enjoy structuring and implementing customized corporate client...

  • Executive Advisor

    vor 2 Wochen

    Zürich, Zürich, Schweiz Electra Vollzeit

    What do we do?:Electra was born in 2021 out of the desire to make cities more sustainable, quieter and cleaner, and to accelerate the shift to electric vehicles by tackling the main obstacle of recharging. Electra promotes electric mobility by expanding fast charging in cities.We are constantly innovating to facilitate the recharging of electric vehicles...

  • Wealth Advisor

    vor 2 Wochen

    Zürich, Zürich, Schweiz Marmot Invest AG Vollzeit

    As a wealth advisor at Marmot, you will have the opportunity to shape our new offering for our female clients, working closely with our investments team to ensure the delivery of best-in-class financial advisory services guided by the principles of Marmot's lifegoal-based investment philosophy. You believe that effective and happy investing can be achieved...

  • Mandate Advisor 80%

    vor 2 Wochen

    Zürich, Zürich, Schweiz Julius Baer Vollzeit

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let's shape the future of wealth management together.The role requires managing the investment-related daily business together with the Relationship Managers (RMs), Investment...

  • Swiss Payroll Advisor

    vor 4 Wochen

    Zürich, Zürich, Schweiz Deloitte AG Vollzeit

    Basic information Business line Tax & Legal City Zurich Experience level Experienced Working time percentage 80% - 100% Date published 23-Apr-2024 Req # 15361 Job descriptionWenn du dich schon immer mit komplexen Lohn- und Gehaltsfragen bei international renommierten Unternehmen auseinandersetzen wolltest, ist das deine ChanceAls Payroll Advisor bei Deloitte...

  • Advisor Youth Employment

    vor 2 Wochen

    Zürich, Zürich, Schweiz Helvetas Vollzeit

    HELVETAS is an organization specialised in development cooperation and humanitarian response, anchored in Switzerland. Our vision is a just world in which all people determine the course of their lives in dignity and security, using environmental resources in a sustainable manner.For our Skills, Jobs and Income team based in Zurich and Bern we are looking...

  • Swiss Payroll Advisor

    vor 2 Wochen

    Zürich, Zürich, Schweiz Deloitte AG Vollzeit

    Basic information Business line Tax & Legal City Zurich Experience level Experienced Working time percentage 80% - 100% Date published 14-May-2024 Req # 15361 Job descriptionWenn du dich schon immer mit komplexen Lohn- und Gehaltsfragen bei international renommierten Unternehmen auseinandersetzen wolltest, ist das deine ChanceAls Payroll Advisor bei Deloitte...

  • Swiss Payroll Advisor

    vor 4 Wochen

    Zürich, Zürich, Schweiz Deloitte AG Vollzeit

    Basic information Business line Tax & Legal City Zurich Experience level Experienced Working time percentage 80% - 100% Date published 14-May-2024 Req # 15361 Job descriptionWenn du dich schon immer mit komplexen Lohn- und Gehaltsfragen bei international renommierten Unternehmen auseinandersetzen wolltest, ist das deine ChanceAls Payroll Advisor bei Deloitte...