LGT is the largest Private Banking and Asset Management group in the world to be owned by an entrepreneurial family. As the family office of the Princely House of Liechtenstein, we have years of experience in the management of sizeable sums of assets.
For our long-term development in the third-party fund business, we are looking for a motivated, competent, and enthusiastic Client Relationship Officer who wants to actively contribute to the success of the group. You will work closely with a team of experienced specialists and actively contribute to the success of LGT Bank AG. In this position, you will be responsible for the following tasks:
Creating added value through individual and needs-based advice for our intermediaries (fund management companies and fund managers)
Independently handling ongoing inquiries and orders from our clients in day-to-day business
Acting as a full representative for the Senior Relationship Managers and building your own network
Gradually taking over your own client portfolio and independently managing these clients
Building and maintaining long-term relationships with intermediaries and their funds
Supporting the Senior Relationship Managers and the team leader in technical matters such as internal clarifications, creating evaluations and presentations, etc.
Actively contributing to acquisition activities from the existing client base
University degree or completed banking apprenticeship with specialized further education (CWMA certificate is an advantage)
Excellent knowledge of securities and foreign exchange trading
Reliable team player with at least 5 years of experience in a similar position
Excellent communication skills and a cultivated appearance
Analytical and organizational talent
High affinity for advising external asset managers and fund managers
Dynamic personality, innovative ability, initiative, and commitment with a high standard of quality
Very good German and English skills
Please note that applications via recruitment agencies will not be considered for this position.
La LGT promuove la diversità dei suoi dipendenti. Crediamo che una cultura aziendale inclusiva e apprezzabile sia il motore di un ambiente di lavoro eccellente e offra l'opportunità di creare un team unico e di successo. Ecco perché i nostri dipendenti possono beneficiare di molti altri vantaggi.
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