Junior Portfolio Advisor APAC (f/m/d) - temporary for 6 months

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

• Analysis, construction and optimization of investment portfolios
• Development of customized investment concepts and asset consolidations
• Support of relationship managers in client acquisition and retention
• Contacting advisory mandate clients with investment and rebalancing opportunities
• Close collaboration with internal stakeholders as e.g. research, trading, CIO office and compliance

Requirements

• Bachelor's or Master's degree in Finance, Economics, Business Administration, or related field
• Financial analytical training and/or certifications such as CFA, CIIA, CAIA would be an advantage
• A few years relevant practical experience in investment advisory, portfolio- or fund management
• Knowledge of major asset classes and financial markets
• Strong analytical skills combined with a solution-oriented mindset
• Excellent communication and networking skills, with a professional presence in client-facing situations
• Fluency in English and Mandarin required, other Asian languages would be an asset

Contact Information

LGT Bank (Schweiz) AG Human Resources Sabrina Gantenbein