Overview In this role you will independently manage advisory mandates for discerning private clients in collaboration with Relationship Managers. You will analyze and optimize portfolios, developing tailored investment concepts and consolidations. You will support Relationship Managers in client acquisition and retention and advise on investment-related topics, while coordinating with internal product specialists to deliver solutions. This position offers the chance to shape high-caliber investment strategies for a prestigious Swiss private bank with a strong client focus. Verantwortungsbereiche Independent management of advisory mandate clients with Relationship Managers Analyse and optimize portfolios; develop customized investment concepts and asset consolidations Support Relationship Managers in acquisition and retention discussions Advise and assist Relationship Managers on all investment matters Network with Relationship Managers and internal product specialists Zentrale Anforderungen Completed studies in Banking and Finance (FH/Uni) or comparable education Financial analytical training and/or certifications (CFA, AZEK, CIIA, CAIA, etc.) At least 5 years' relevant experience in investment advisory, portfolio or fund management In-depth knowledge of all asset classes Empathetic, trustworthy, customer-oriented with professional demeanor Enjoyment in developing customer-specific investment concepts Strong analytical and solution-oriented mindset Very good knowledge of French and English; German is a plus Empathetic Trustworthy Customer-oriented Asset class knowledge Portfolio analysis and optimization Investment concept development
Portfolio Advisor (f/m/d) in Geneva Arbeitgeber: LGT Bank
LGT Bank Schweiz bietet nicht nur eine herausragende Arbeitsumgebung, sondern auch zahlreiche Vorteile für seine Mitarbeiter. Mit einer starken Unternehmenskultur, die auf Teamarbeit und persönlichem Wachstum basiert, haben Sie die Möglichkeit, sich in einem der besten Arbeitgeber der Schweiz weiterzuentwickeln. Zudem profitieren Sie von einem stabilen, familiengeführten Unternehmen, das seit über 100 Jahren erfolgreich am Markt ist und Ihnen Sicherheit sowie langfristige Perspektiven bietet.
