Portfolio Advisor

Category- Portfolio Advisory- Workload- Full Time ( 80%)- Posted on- 8 June 2023Share this page
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**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****:

- Independent and professional management of advisory mandates in collaboration with the Relationship Managers at our Zurich office
- Analysis and optimization of portfolios as well as the preparation of tailor-made investment concepts and asset consolidations for sophisticated Private Banking clients
- Active support of Relationship Managers in acquisition and retention discussions
- Provide support and advice to Relationship Managers on all investment-related aspects
- Active networking with Relationship Managers and internal product specialists

**Your profile****:

- Empathic and client-oriented personality with cultivated manners and professional appearance when interacting with sophisticated Private Banking clients
- Sound knowledge of all asset classes
- A passion for developing client-specific investment concepts
- Strong analytical skills and a networked, solution-oriented way of thinking
- At least 5 years of relevant practical experience in investment advisory, portfolio management or fund management
- Completed studies in banking and finance (FH/Uni) or comparable training
- Financial analysis training and/or certifications (CFA, AZEK, CIIA, CAIA etc.)
- Proficient in both German and English

Applications from consultant won't be considered.

**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****:
**Nicole Bider-Wyss**:
**HR Recruiter**
- LGT Bank (Schweiz) AG_
- _
- Lange Gasse 15, Postfach ,_
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- 4002_
- _
- Basel_
- _
- Switzerland_
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+41 (61) 2775268