Investment Advisor(m/w/x)

# Investment Advisor (f/m/d) **Berne** | **Full time** ## Job Description * Independent and professional management of advisory mandate clients in collaboration with Relationship Managers * Analysis and optimization of portfolios, as well as the development of customized investment concepts and asset consolidations for discerning private banking clients * Active support of Relationship Managers in acquisition and retention discussions * Advising and supporting Relationship Managers in all investment-related matters * Active networking with Relationship Managers and internal product specialists ## Requirements * Completed studies in Banking and Finance (FH/Uni) or a comparable education * Financial analytical further training and/or certifications (CFA, AZEK, CIIA, CAIA, etc.) * At least 5 years of relevant practical experience in investment advisory, portfolio management, or fund management * In-depth knowledge of all asset classes * Empathetic, trustworthy, and customer-oriented personality with polished manners and a professional demeanor in front of discerning private clients * Enjoyment in developing customer-specific investment concepts * Strong analytical skills and a networked, solution-oriented mindset * Very good knowledge of German and English, French is an advantage * Willingness to work one day a week in Zurich **Please note that we cannot consider applications via recruitment agencies for this position.** ## Contact Information LGT Bank (Schweiz) AG Human Resources Nicole Bider