Investment Advisor

Vor 6 Tagen

Geneve, Schweiz LGT Vollzeit

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 rund 600 Mitarbeitenden hat sich die LGT Bank Schweiz als namhafte Schweizer Privatbank etabliert und ist sowohl für vermögende Privatkunden wie auch für Mitarbeitende eine ausgezeichnete Adresse - dies bestätigte im vergangenen Jahr auch das unabhängige Institut «Great Place To Work», welches die LGT Bank Schweiz als einer der besten Arbeitgeber in der Schweiz prämiert hat.

Stellenbeschreibung
- 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

Unsere Anforderungen

For this responsible position we are looking for a trustworthy personality with the following profile:

- Completed studies in banking and finance (University degree or equivalent)
- At least 5 years of relevant 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 French and English, as well as knowledge of another foreign language

Applications from employment agencies will not be considered.

Kontaktinformationen

Für weitere Auskünfte stehen wir gerne zur Verfügung.

Katja Braisaz-Latille
LGT Bank (Schweiz) AG
Human Resources

Benefits und Auszeichnungen

Kontakt

Katja Braisaz-Latille

Senior HR Manager
LGT Bank (Schweiz) AG
Genf

+41 22 318 6467

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