Portfolio Advisor
vor 2 Monaten
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 co-investments
- Discounts on health and property insurance
- Pension plan with individualized options
- Various mobility/e-mobility initiatives
- Recognition of major life events
**Contact****:
**Cornelia Brinker**:
**Senior HR Manager**
- LGT Bank (Schweiz) AG_
- _
- Lange Gasse 15, Postfach ,_
- _
- 4002_
- _
- Basel_
- _
- Switzerland_
- _
+41 (44) 2507985
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