Investment Advisor

vor 2 Wochen

Geneve, Schweiz LGT Gruppe Holding AG Vollzeit

Category- Portfolio Advisory- Workload- Full Time ( 80%)- Posted on- 3 February 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****:
For our Geneva branch, we are looking for an experienced Investment Advisor. Our Investment Advisors are part of LGT Portfolio Advisory Europe (Switzerland, Austria and Liechtenstein). Due to strong growth, we are looking for an experienced Investment Advisor with good interpersonal skills for private clients to strengthen our Portfolio Advisory Team Geneva.
- Independent and professional management of advisory mandate clients in cooperation with the relationship managers
- Analysis and optimization of portfolios as well as development of customized investment concepts and asset consolidations for demanding private banking clients
- Active support of relationship managers in acquisition and retention discussions
- Supporting and advising relationship managers in all investment matters
- Active networking with relationship managers and internal product specialists

**Your profile****:

- Completed studies in banking and finance (University degree or equivalent)
- At least 5 years of relevant practical experience in investment advisory, portfolio management or fund management
- Further financial analytical training and/or certifications (CFA, AZEK, CIIA, CAIA etc.)
- In-depth knowledge of all asset classes
- Pleasure in developing client-specific investment concepts
- Strong analytical skills and a networked, solution-oriented mindset
- Empathic and client-oriented personality with well-groomed manners and professional appearance in front of demanding private clients
- Confident in English and Russian, as well as good knowledge of French

We offer you exciting and long-term development opportunities as well as a challenging and dynamic environment, and interesting personal and professional perspectives. LGT also stands for attractive working conditions and social benefits as well as a unique corporate culture.

Help shape LGT and become part of a family - not just a company.

**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 additional parental leave

**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

**Your Health**:

- Employee health and wellbeing program
- Fresh fruit supplied daily

**Contact****:
**Katja Braisaz-Latille**:
**Senior HR Manager**
- LGT Bank (Schweiz) AG_
- _
- Lange Gasse 15, Postfach ,_
- _
- 4002_
- _
- Basel_
- _
- Switzerland_
- _

+41 (22) 3186467

  • Technical Advisor, Crg Investment Support

    vor 3 Wochen

    Geneve, Schweiz The Global Fund Vollzeit

    The Technical Advisor, CRG Regional Investment Support (Region), provides thought leadership and strategic guidance to Grant Management Division and regional portfolios for delivery on performance targets through addressing bottlenecks related to CRG and supporting effective implementation of related programs. The CRG Regional Technical Advisor, under the...

  • Investment Advisor

    vor 4 Wochen

    Geneve, Schweiz Fyte Vollzeit

    Nous recrutons pour le compte de notre client, Family Office de renom, un Investment Advisor (F/H). **Missions**: Effectuer la mise en place et le suivi des portefeuilles des clients privés et familles selon leurs besoins ; Analyser et effectuer un suivi continu des marchés ; Elaborer des stratégies d'investissement sur mesure ; Produire des propositions...

  • Investment Advisor Fr-ang

    vor 1 Woche

    Geneve, Schweiz Multi Personnel Vollzeit

    Reconnue et incontournable depuis plus de 40 ans, Multi Personnel est une agence spécialisée dans la mise à disposition de personnel administratif et de cadres, temporaire et fixe, dans de nombreux secteurs économiques, tels que la banque, sociétés financières, multinationales, ONG, PME et institutions locales. Notre client, une banque privée...

  • Investment Advisor

    vor 4 Wochen

    Geneve, Schweiz CA Indosuez Wealth (Group) Vollzeit

    **Type de métier**: Types de métiers Crédit Agricole S.A. - Commercial / Relations Clients **Types de métier complémentaires**: Types de métiers Crédit Agricole S.A. - Gestion d'Actifs Types de métiers Crédit Agricole S.A. - Financement et Investissement **Intitulé du poste**: Investment Advisor - Marchés Middle East / Eastern Europe H/F **Type...

  • Client Advisor, Menat

    vor 4 Wochen

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

    This is an exciting opportunity for you to join a dynamic, diverse team within the MENAT market of J.P Morgan's EMEA Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to...

  • Client Advisor, Vice President

    vor 3 Wochen

    Geneve, 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 and comprehensive market leading solutions to help clients with the many challenges and...

  • Technical Advisor, Community Responses and System

    Vor 7 Tagen

    Geneve, Schweiz The Global Fund Vollzeit

    The Technical Advisor, Community Responses and System Strengthening (CRSS), supports the Senior Technical Advisor, CRSS in leading the Global Fund’s work on community responses and systems, in line with the Global Fund’s 2023-2028 Strategy. They provide thought leadership and strategic guidance on community-led and community-based responses and community...

  • Investment Advisor Fr-ang

    Vor 7 Tagen

    Geneve, Schweiz Multi Personnel Vollzeit

    Reconnue et incontournable depuis plus de 40 ans, Multi Personnel est une agence spécialisée dans la mise à disposition de personnel administratif et de cadres, temporaire et fixe, dans de nombreux secteurs économiques, tels que la banque, sociétés financières, multinationales, ONG, PME et institutions locales._ - _ - Notre client, une banque privée...

  • Investment Advisor

    vor 4 Wochen

    Geneve, Schweiz Indosuez Wealth Management Vollzeit

    Description du poste - Au sein du Département Markets Investments & Structuring, vous serez en charge des missions suivantes: - Conseil proactif sur un portefeuille de clients ayant opté pour un mandat de conseil en investissement ; - Gestion du suivi opérationnel : saisie et traitement des opérations, suivi quotidien des comptes, établissement de...

  • Client Advisor, Middle East, Vice President

    Vor 3 Tagen

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

    For those with an entrepreneurial spirit, a tenacity to succeed and a passion for delivering world class service to our clients, this role is an exciting opportunity to further build your career. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. **Job...

  • International Private Bank

    vor 3 Wochen

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

    For those with an entrepreneurial spirit, a tenacity to succeed and a passion for delivering world class service to our clients, this role is an exciting opportunity to further build your career. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. **Job...

  • Legal Counsel

    vor 4 Wochen

    Geneve, Schweiz Barclays Vollzeit

    **Barclays Overview** Barclays is a British universal bank. We are diversified by business, by different types of customers and clients, and by geography. Our businesses include consumer banking and payments operations around the world, as well as a top-tier, full service, global corporate and investment bank, all of which are supported by our service...

  • Private Banker, Israel, Executive Director

    vor 4 Wochen

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

    This is an exciting opportunity for you to join a dynamic, diverse team within the Israel market of J.P Morgan's EMEA Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to...

  • Junior Execution Trader in a Private Bank

    Vor 7 Tagen

    Geneve, Schweiz Academic Work Vollzeit

    You have a degree in finance or equivalent? You have 1-2 years of experience in a trading room, ideally in equity? Do you have an excellent command of English? You are said to be autonomous, proactive, precise, and thoughtful? If you want to join a structure in which you can evolve quickly, don't wait any longer and apply! **À propos du rôle**: On behalf...

  • Stagiaire Products and Sales Advisor

    vor 4 Wochen

    Geneve, Schweiz Société Générale Private Banking Vollzeit

    **Vos missions au quotidien**: Société Générale Private Banking (SGPB), banque privée de gestion de fortune, du groupe Société Générale, est présente dans 11 pays à travers le monde. Société Générale Private Banking (Suisse) SA, appartient au réseau SGPB basé en Suisse. Elle offre des services de gestion de patrimoine à une clientèle...