Junior Portfolio Advisor (m/f/d) 80-100%, limited until 30.9.2026

About the job

LGT is a leading international private banking and asset management group that has been owned by the Princely Family of Liechtenstein for over 100 years. 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 as one of the best employers in Switzerland.

Administrative support for Portfolio Advisors in the care of advisory mandate clients in close cooperation with the responsible Relationship Manager

Active support of the Portfolio Advisor in acquisition and retention situations

Collaboration in the implementation of sales initiatives

Support and advice to Relationship Managers on investment matters

Analysis and optimization of portfolios as well as development of tailored investment concepts and asset consolidations for demanding private banking clients

Active networking with Relationship Managers and internal product specialists

Active participation in team meetings, contributing ideas for further improvement of processes and results

Completed university degree, completed vocational training in banking and finance or a comparable qualification

Sound knowledge in investment advisory, portfolio or fund management

Knowledge of all relevant asset classes

Passion for developing tailored investment solutions for clients

Excellent analytical skills as well as a networked and solution-oriented working style

Empathetic, customer-oriented personality with a professional demeanor when dealing with demanding private clients

Italian language skills at native level, very good English skills; knowledge of additional foreign languages is an advantage

Please note that we cannot consider applications from recruitment agencies for this position.

A great place to work – a great place to have impact: LGT promotes the diversity of its employees. We believe that an inclusive and appreciative corporate culture is the driver for a great workplace and offers the opportunity to create a unique and successful team. Therefore, our employees can also benefit from many additional benefits.

Transparency and integrity are important to us. Therefore, you will find on our website everything you should know about us before deciding whether the career opportunities at LGT align with your values. For example, about the history of the Princely Family, which is closely linked to our history.