Senior Client Portfolio Manager

vor 4 Monaten

Wien, Österreich LGT Group Vollzeit

LGT is the largest Private Banking and Asset Management group in the world to be owned by an entrepreneurial family. As the family office of the Princely House of Liechtenstein, we have years of experience in the management of sizeable sums of assets.

  • Develop and maintain strong, long-term relationships with internal and external bank clients: Relationship Manager and their (ultra) high-net-worth clients
  • Understand clients' financial goals, risk tolerance, and investment preferences to provide personalized investment advice for a suitable portfolio solution
  • Conduct regular portfolio reviews and adjustments based on client needs and market conditions
  • Identify and pursue new business opportunities to grow the client base, participate in internal "deal-team" meetings and client meetings
  • Collaborate with the Portfolio Selection, Research and Management teams
  • Contribute to the state-of-the-art sales documentation and reporting
  • Stay updated on global financial markets, economic trends, and investment opportunities
Your profile
  • At least Bachelor's degree in finance, economics, business administration, or a related field. Equivalent knowledge and skills will be considered. Advanced degree (MBA, CFA/CIIA) preferred
  • Minimum of 8 years of experience in Portfolio Management or a similar role within the financial services industry
  • Proven track record of managing (ultra) high-net-worth client portfolios
  • In-depth knowledge of financial markets, investment strategies, and asset allocation
  • Strong analytical skills and the ability to interpret complex financial data
  • Excellent communication, presentation, and interpersonal skills
  • Excellent communication skills in German and English, knowledge of any other foreign language is an advantage
  • Ability to work independently and as part of a team in a fast-paced environment
  • High ethical standards and a commitment to integrity and professionalism

In addition to an extremely interesting field of activity and our social benefits, we offer you a collectively agreed minimum salary for the position starting at € 3.682,72 pm (depending on qualifications), with the readiness for a significant overpayment and a performance based target bonus.

Benefits at LGT

A great place to work - a great place to have impact:LGT promotes diversity among its employees. We believe that an inclusive and appreciative corporate culture is the driver for a great workplace and provides the opportunity to create a unique and successful team. That's why our employees can also benefit from many additional benefits.

  • Discounts on LGT banking products and services
  • LGT co-investments
  • Discounts on health and property insurance
  • Jobticket
  • Recognition of major life events
Growing Together:
  • Internal courses
  • External courses offered by the Liechtenstein Academy
  • Support for external training and further education
  • Coaching and mentoring programs
  • International assignments
Your Health:
  • Employee health and wellbeing program, including coaching
Family & Work:
  • Various flexible work models
  • Special paid leave options
Do you feel addressed? Then simply fill out the online application. We look forward to getting to know you.

Transparency is important to us. That is why you will find everything that matters to us on our website - plus everything you should know about us before you meet us in person, open an account or apply for a job. That includes, for example, the history of the Princely Family, which is closely intertwined with our own.

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