LGT is the world’s largest family-owned and managed Private Banking and Asset Management Group. For more than 100 years it has been fully owned and managed by the Princely House of Liechtenstein, which is also one of our biggest clients.
With around 600 employees, LGT Bank Switzerland has established itself as a renowned Swiss private bank and is an excellent address for both wealthy private clients and employees - this was also confirmed last year by the independent institute "Great Place To Work", which awarded LGT Bank Switzerland the title of one of the best employers in Switzerland.
The Business Development & Transformation Investment Solutions area coordinates cross-regional and cross-functional initiatives in data, automation, and digitalization. The goal is to enable Investment Solutions to expand their offering and strengthen risk management. The team is instrumental in developing and implementing strategic initiatives that achieve these objectives.
Co-drive the initiation, coordination and implementation of cross-functional business development and transformation projects within ISG
Support and coordinate the roll-out of strategic IT tools and initiatives in EMEA and promote automation and digitalization across investment teams
Analyse and optimise processes, workflows and organisational set-ups (e.g. for Portfolio Management and Advisory), including identifying improvement areas and synergies
Build, enhance and automate data processing, reporting and management information systems (MIS) to better steer and grow the various investment sub-team businesses
Support strategic revenue and business initiatives (e.g. structured products, sales and revenue tracking, CRM development) through thorough business and data analysis
Develop financial models and data-driven recommendations to assess strategic initiatives, market entry and expansion opportunities, including gap analyses versus competitors
Collaborate closely with team heads and Wealth Management units to continuously refine the ISG client offering and improve marketing and sales materials, leveraging automation and AI tools where appropriate
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University or FH degree in Economics, Finance, Banking, Business Administration or a related field; equivalent qualifications are also considered
Minimum of 10 years of experience in a business management, business development, consulting or project management role within financial services
Strong analytical skills, high affinity for data, reporting and financial modelling, and the ability to translate insights into actionable recommendations
Experience in managing and implementing transformation and digitalization projects; familiarity with CRM, reporting and automation tools is an asset
Structured, proactive and solution-oriented working style, combined with strong communication skills and the ability to coordinate diverse stakeholders
Excellent written and spoken German and English; additional languages are an advantage
Please note that we cannot consider applications via recruitment agencies for this position.
