Junior Portfolio Advisor APAC (f/m/d) - temporary for 6 months Zurich

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

About us

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 800 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.

Your challenge

  • Analysis, construction and optimization of investment portfolios

  • Development of customized investment concepts and asset consolidations

  • Support of relationship managers in client acquisition and retention

  • Contacting advisory mandate clients with investment and rebalancing opportunities

  • Close collaboration with internal stakeholders as e.g. research, trading, CIO office and compliance

Your profile

  • Bachelor’s or Master’s degree in Finance, Economics, Business Administration, or related field
  • Financial analytical training and/or certifications such as CFA, CIIA, CAIA would be an advantage
  • A few years relevant practical experience in investment advisory, portfolio- or fund management
  • Knowledge of major asset classes and financial markets
  • Strong analytical skills combined with a solution-oriented mindset
  • Excellent communication and networking skills, with a professional presence in client-facing situations
  • Fluency in English and Mandarin required, other Asian languages would be an asset

Please note that we are not considering applications submitted via recruitment agencies for this position.


Interested in the role? Complete the online application. We look forward to getting to know you.

Contact

Sabrina Gantenbein

Sabrina Gantenbein

Head HR Recruiting & Employer Branding
LGT Gruppe Holding AG

Discover more about LGT Wealth Management

Our company

LGT Wealth Management is part of LGT Group, which is owned by the Princely Family of Liechtenstein.