Client Advisor Private Banking External Asset Managers (m/f/d)

About the job

Client Advisor Private Banking External Asset Managers (m/f/d)

Your job at a glance

What you achieve with us

• Taking over an existing eVV client portfolio with its end clients, which spans several asset managers
• Identifying and fulfilling the concerns of asset managers in all financial areas: especially investing, financing and basic services
• Building a long-term client relationship as well as continuously expanding the network of contacts
• Developing tailor-made solutions for clients together with specialists
• Actively further developing the external asset managers area
• Representing LUKB at various events

What you bring with you

• Goal orientation towards long-term success
• Several years of experience working with external asset managers or in private banking
• Advanced banking or business administration education
• In-depth expertise in investment business as well as understanding of credit business (especially mortgage and Lombard business)
• High team and service orientation
• Enjoyment of daily contact with clients as well as internal and external specialists

Your benefits with us

More time for you

With us, cantonal and regional public holidays are paid. Additionally, sabbaticals and extra holidays for service anniversaries await you.

Flexible working

Choose an individual working model and organise your working hours yourself.

Family-friendly

Benefit from generous maternity or paternity leave as well as additional family allowances.

Strong pension provision

With our company pension fund, you are on the safe side.

Individual development

We support you in your internal and external training and further education so that you stay up to date.

Exclusive benefits

Staff conditions on LUKB products and many external discounts protect your wallet.

Rahel Schärli

HR Business Partner

+41 41 206 34 91