Portfolio Advisor

vor 4 Wochen

Wien, Österreich LGT Gruppe Holding AG Vollzeit

Category
Portfolio Advisory
Workload
Full Time ( 80%)
Posted on
24 October 2024***:
LGT Bank Österreich, a branch of LGT Bank AG, is the largest international private bank in Austria. We offer comprehensive private banking services and employ around 250 people in Austria. Our corporate culture is characterised by our unique ownership structure. We stand for entrepreneurial thinking, sustainability, a sense of responsibility and trust. Mutual respect, personal integrity and loyalty are the solid foundation of our work culture. At the beginning of 2024, we were recognised as one of the 50 best employers in Austria by the consulting firm "Great Place to Work". In the Medium category (100-249 employees), we improved to 4th place and even achieved 1st place among financial institutions.

**Your challenge****:

- Proactive advice and support for our internal Relationship Management (Portfolio Advisory) or the client (Active Advisory) with regard to all investment products in all asset classesIndependent preparation of comple
, customised investment proposals across all asset classes and for various client segments
- Ongoing further development of the service as well as proactive development and implementation of innovations to improve processes
- Carrying out portfolio analyses and managing portfolio advisory mandatesE
- perience in the quantitative recording and evaluation of equities and deriving an investment selection in line with the specifications
- Responsibility for advisory-related projects, tools and methodsPreferred contact person for RMs for investment and product questions as well as in the contet of client meetings for the acquisition of new clients or for reporting to e
- isting clients
- Advice on portfolio optimisationPreparation of investment proposals in the conte
- t of research-based product solutions
- Collaboration in cross-divisional projects and committees

**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, CEFA, CIIA, CPM) preferredMinimum of appro. 10 years of e
- perience in Advisory and/or Portfolio Management or a similar role within the financial services industry
- In-depth knowledge of financial markets, investment strategies, ideally in the field of sharesSecurities e
- pertise across all asset classes
- Very good knowledge of private banking products, financial markets and regulations
- Strong analytical skillsE
- cellent communication and interpersonal skillsE
- cellent 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 etremely 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.

**Perks & Advantages**:

- Discounts on LGT banking products and services
- LGT co-investments
- Discounts on health and property insurance
- 4% contribution into pension fund
- Jobticket
- Meal vouchers
- Recognition of major life events

**Growing Together**:

- Internal courses E
- ternal courses offered by the Liechtenstein Academy Support for e
- ternal training and further education
- Coaching and mentoring programs
- International assignments
- Intrapreneurship program

**Your Health**:

- Employee health and wellbeing program, including coaching
- Meal vouchers; free tea, coffee, fruits, nuts

**Family & Work**:

- Various fle
- ible work models
- Sabbatical
- Special paid leave options

**Contact****:
**Sandra Graf***:Senior HR Business Partner**
- LGT Bank AG, Zweigniederlassung Österreich_ _

+43 (1) 227596238

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