Private Banking and Investment Experience

Vor 3 Tagen


Bern, Bern, Schweiz LGT – Private Banking und Asset Management Vollzeit

LGT – Private Banking und Asset Management is committed to delivering exceptional service to our clients, and we are seeking an experienced professional to join our team. As a member of our Private Banking department, you will be responsible for providing personalized advice and guidance to clients, helping them achieve their financial goals.

Key Responsibilities
  1. Conduct thorough financial analyses to understand client needs and objectives

  2. Develop and implement tailored financial plans to meet client requirements

  3. Provide regular updates and progress reports to clients, ensuring transparency and accountability

Requirements
  • Proven track record in private banking or a related field

  • Strong knowledge of financial products and services

  • Excellent communication and interpersonal skills

  • Fluent German language skills, with good English language skills



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