Junior Investment Consultant UHNWI (m|f|x) Zürich

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.

Aufgaben

• Act as the main point of contact for inquiries in the UHNWI segment and support the Investment Consulting UHNWI Switzerland team with administrative and organizational matters
• Carry out research and analytical tasks to support high-quality client service
• Prepare bespoke investment proposals, concepts, and presentations for UHNWI clients
• Coordinate and deliver complex Requests for Proposals (RfPs) for sophisticated UHNWI prospects
• Ensure the efficient operational handling and quality assurance of consolidated reporting across multiple banking relationships

Profil / Ihre Qualifikation / Ihre Persönlichkeit:

• A recently completed Master’s degree, ideally in Banking & Finance, combined with 1–2 years of experience in the financial sector
• Strong German and English language skills, both verbal and written; additional languages are considered an asset
• Advanced MS Office capabilities, particularly in Excel and PowerPoint, and a strong affinity for new technologies
• A highly accurate, independent, and organized working style
• The ability to work well under pressure and grasp new concepts quickly
• Excellent analytical and communication skills with a strong team-player attitude

Das erwartet Sie

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
• Additional childcare contribution for paid external care of children up to 12 years old

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

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Kontakt

Standort

Bleicherweg 30, 8002 Zürich