Senior Client Portfolio Manager (m/f/d) Vienna (AT)

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.

• Develop and maintain strong, long-term relationships with internal and external bank clients: Relationship Manager and their (ultra) high-net-worth clients
• Understand clients' financial goals, risk tolerance, and investment preferences to provide personalized investment advice for a suitable portfolio solution
• Conduct regular portfolio reviews and adjustments based on client needs and market conditions
• Identify and pursue new business opportunities to grow the client base, participate in internal “deal-team” meetings and client meetings
• Collaborate with the Portfolio Selection, Research and Management teams
• Contribute to the state-of-the-art sales documentation and reporting
• Stay updated on global financial markets, economic trends, and investment opportunities

• At least Bachelor’s degree in finance, economics, business administration, or a related field. Equivalent knowledge and skills will be considered. Advanced degree (MBA, CFA/CIIA) preferred
• Minimum of 8 years of experience in Portfolio Management or a similar role within the financial services industry
• Proven track record of managing (ultra) high-net-worth client portfolios
• In-depth knowledge of financial markets, investment strategies, and asset allocation
• Strong analytical skills and the ability to interpret complex financial data
• Excellent communication, presentation, and interpersonal skills
• Excellent communication skills in German and English, knowledge of any other foreign language is an advantage
• Ability to work independently and as part of a team in a fast-paced environment
• High ethical standards and a commitment to integrity and professionalism

In addition to an extremely interesting field of activity and our social benefits, we offer you a collectively agreed minimum salary for the position starting at € 3.682,72 pm (depending on qualifications), with the readiness for a significant overpayment and a performance based target bonus.                                                   

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.