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

Category
Investment Management & Research
Workload
Full Time (≥ 80%)
Posted on

About us

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.

Your challenge

  • 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

Your profile

  • 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.                                                   

Benefits at LGT

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.

Grandir ensemble:

  • Cours internes 
  • Cours externes proposés par la Liechtenstein Academy 
  • Soutien à la formation externe et à la formation continue 
  • Programmes de coaching et de mentorat 
  • Affectations internationales 
  • Programme d'intrapreneuriat  

Famille et travail:

  • Divers modèles de travail flexible  
  • Congé sabbatique  
  • Options de congés payés spéciaux  

Avantages directs et indirects:

  • Réductions sur les produits et services bancaires LGT  
  • Co-investissements LGT 
  • Réductions sur les assurances maladie et les assurances de biens 
  • Cotisation de 4% à la caisse de pensions 
  • Abonnement de transport public  
  • Chèques-repas 
  • Reconnaissance des événements majeurs de la vie 

Votre santé:

  • Programme de santé et de bien-être des collaborateurs, y compris coaching 
  • Chèques-repas, thé, café, fruits et noix gratuits 

Do you feel addressed? Then simply fill out the online application. We look forward to getting to know you.

Contact

Sandra Graf

Sandra Graf

Senior HR Business Partner
LGT Bank AG, Zweigniederlassung Österreich

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Transparency is important to us. That is why you will find everything that matters to us on our website – plus everything you should know about us before you meet us in person, open an account or apply for a job. That includes, for example, the history of the Princely Family, which is closely intertwined with our own.

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