Senior Portfolio Advisor (f/m/d) 100%

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 800 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.

Job Description

• Independent and professional management of advisory mandates in close 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 as well as on all investment- related matters

• Active networking with Relationship Managers and internal product specialists

Requirements

• At least 5 years of relevant practical experience in investment advisory, portfolio management or fund management

• Solid training in financial analysis training and/or relevant certifications (CFA, AZEK, CIIA, CAIA etc.)

• Sound knowledge across all asset classes

• Strong analytical skills and a networked, solution-oriented approach

• Passion for developing tailored investment concepts for clients

• Empathic and client-oriented personality with cultivated manners and professional appearance in interactions with sophisticated Private Banking clients

• Proficient in German and English

​Please note that no applications via recruitment agencies will be considered for this position.

Contact Information

For further information please do not hesitate to contact us.

Human Resources