Senior Portfolio Advisor (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.

Tasks

• 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

Profile / Your qualification / Your personality

• 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

That awaits you

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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Contact

Location

Bleicherweg 30, CH-8002 Zürich