UHNWI Investment Consultant 100% (m/f/d) Vaduz (LI)

类别
Portfolio Advisory
发表于

关于我们

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.

您的挑战

We are further expanding our UHNWI business and are looking for a service-oriented Investment Consultant (f/m/d) to enthusiastically combine individual client requirements with LGT's expertise and transform them into client experiences. Your responsibilities will include the following:

  • Creating complex and holistic investment concepts for UHNWI clients and prospects

  • Coordinating internal stakeholders, consisting of relationship managers, portfolio managers and other specialists from areas such as alternative investments, financing, wealth planning and private label funds

  • Participating in and/or managing investment-related projects

  • Promoting innovation and developing new concepts

  • Coordinating with internal stakeholders to ensure a uniformly high quality standard within LGT for all topics in the UHNWI segment

  • Sparring partner for relationship managers and internal specialist departments on UHNWI topics

您的个人资料

For this demanding position, we are looking for a committed and motivated personality with team spirit and the following profile:

  • Completed business or commercial training (degree or bank apprenticeship), possibly with further training, e.g. CFA, CAIA

  • Experience in investment advisory and/or products and services of a bank or asset manager

  • Strong knowledge of traditional and alternative asset classes and structured solutions

  • Excellent skills in coordinating internal stakeholders, supported by very good PowerPoint and Excel skills

  • Languages: Fluent in German and English

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

联系方式

Marjana Hrkac

Marjana Hrkac

HR Active Sourcer
LGT Bank (Schweiz) AG

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