CH10 - BJB Bank Julius Baer & Co. Ltd.
Senior Portfolio Manager – Outsourced CIO Team(m/w/x)
Full-timeOn-siteSenior
Zürich
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LGLGT Bank (Schweiz) AG
Senior Portfolio Advisor(m/w/x)
Zürich
Full-timeOn-siteSenior
Nejo AI Summary
Portfolio optimization and tailored investment concept development for private banking clients. At least 5 years of investment advisory experience required. Support for Relationship Managers in acquisition discussions.
Requirements
- At least 5 years relevant experience in investment advisory, portfolio management, or fund management
- Solid financial analysis training and/or relevant certifications (CFA, AZEK, CIIA, CAIA etc.)
- Sound knowledge across all asset classes
- Strong analytical skills and networked, solution-oriented approach
- Passion for developing tailored investment concepts
- Empathic, client-oriented personality with cultivated manners and professional appearance
- Proficiency in German and English
Tasks
- Manage advisory mandates with Relationship Managers
- Analyze and optimize client portfolios
- Prepare tailored investment concepts
- Conduct asset consolidations for clients
- Support Relationship Managers in acquisition discussions
- Assist Relationship Managers in client retention
- Provide investment-related advice to Relationship Managers
- Network with Relationship Managers and product specialists
Work Experience
- 5 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- German – Native
- English – Native
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of LGT Bank (Schweiz) AG and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
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LGLGT Bank (Schweiz) AG
Senior Portfolio Advisor(m/w/x)
Zürich
Full-timeOn-siteSenior
Nejo AI Summary
Portfolio optimization and tailored investment concept development for private banking clients. At least 5 years of investment advisory experience required. Support for Relationship Managers in acquisition discussions.
Requirements
- At least 5 years relevant experience in investment advisory, portfolio management, or fund management
- Solid financial analysis training and/or relevant certifications (CFA, AZEK, CIIA, CAIA etc.)
- Sound knowledge across all asset classes
- Strong analytical skills and networked, solution-oriented approach
- Passion for developing tailored investment concepts
- Empathic, client-oriented personality with cultivated manners and professional appearance
- Proficiency in German and English
Tasks
- Manage advisory mandates with Relationship Managers
- Analyze and optimize client portfolios
- Prepare tailored investment concepts
- Conduct asset consolidations for clients
- Support Relationship Managers in acquisition discussions
- Assist Relationship Managers in client retention
- Provide investment-related advice to Relationship Managers
- Network with Relationship Managers and product specialists
Work Experience
- 5 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- German – Native
- English – Native
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of LGT Bank (Schweiz) AG and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
Like this job?
BetaYour Career Agent finds similar jobs for you every day.
About the Company
LGT Bank (Schweiz) AG
Industry
FinancialServices
Description
LGT is the world’s largest family-owned and managed Private Banking and Asset Management Group.
Not a perfect match?
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