Strategic Client Portfolio Solutions Specialist

LGT is the largest Private Banking and Asset Management group in the world to be owned by an entrepreneurial family. As the family office of the Princely House of Liechtenstein, we have years of experience in the management of sizeable sums of assets.

Job Description

Key responsibilities

▪ Client Advisory: Provide cross-asset investment advice to private banking clients and relationship managers. Active support of relationship managers in acquisition and retention discussions.
▪ Investment Proposal and Portfolio Analysis: Develop and present tailored investment proposals, concepts, portfolio analyses, and asset consolidations.
▪ Compliance and Regulatory Standards: Ensure adherence to compliance and regulatory standards.
▪ Collaboration and Knowledge Sharing: Conduct and participate in client and internal meetings, presentations, and trainings. Collaborate with internal product specialists and portfolio managers. Maintain a comprehensive knowledge of current market events and product opportunities.
▪ Product and Solution Development: Drive product initiatives and develop new solutions tailored to client needs.

Requirements

Qualifications and skills for the job

▪ Educational background: Bachelor’s or Master’s degree in Finance, Economics, Business Administration, or related field and financial analytical training and/or certifications such as CFA, CIIA, CAIA.
▪ Professional experience: Several years of relevant practical experience in investment advisory, portfolio management, or fund management.
▪ Track record: Proven ability to deliver results and build credibility through successful advisory work or project achievements appropriate to career stage.
▪ Technical skills: In-depth knowledge of all major asset classes and financial markets, paired with strong analytical skills, a solution-oriented mindset, and a passion for developing client-specific investment concepts. Excellent communication and networking skills with a professional demeanor in front of clients.
▪ Language skills: Fluent in English and the local language, with knowledge of other languages being an advantage.
 

Contact Information

We are looking forward to receiving your online application.

For any further information please do not hesitate to contact us!

Human Resources