Portfolio Advisor (m/f/d) Vienna (AT)

LGT Bank Österreich, a branch of LGT Bank AG, is the largest international private bank in Austria. We offer comprehensive private banking services and employ around 250 people in Austria. Our corporate culture is characterised by our unique ownership structure. We stand for entrepreneurial thinking, sustainability, a sense of responsibility and trust. Mutual respect, personal integrity and loyalty are the solid foundation of our work culture. At the beginning of 2024, we were recognised as one of the 50 best employers in Austria by the consulting firm "Great Place to Work". In the Medium category (100-249 employees), we improved to 4th place and even achieved 1st place among financial institutions.

• Proactive advice and support for our internal Relationship Management (Portfolio Advisory) or the client (Active Advisory) with regard to all investment products in all asset classes
• Independent preparation of complex, customised investment proposals across all asset classes and for various client segments
• Ongoing further development of the service as well as proactive development and implementation of innovations to improve processes
• Carrying out portfolio analyses and managing portfolio advisory mandates
• Experience in the quantitative recording and evaluation of equities and deriving an investment selection in line with the specifications
• Responsibility for advisory-related projects, tools and methods
• Preferred contact person for RMs for investment and product questions as well as in the context of client meetings for the acquisition of new clients or for reporting to existing clients
• Advice on portfolio optimisation
• Preparation of investment proposals in the context of research-based product solutions
• Collaboration in cross-divisional projects and committees

• 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, CEFA, CIIA, CPM) preferred
• Minimum of approx. 10 years of experience in Advisory and/or Portfolio Management or a similar role within the financial services industry
• In-depth knowledge of financial markets, investment strategies, ideally in the field of shares
• Securities expertise across all asset classes
• Very good knowledge of private banking products, financial markets and regulations
• Strong analytical skills
• Excellent communication 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.                                                   

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.