Strategic Portfolio Manager

Vor 2 Tagen

Wien, Wien, Österreich LGT Group Vollzeit

LGT Group 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.

Key Responsibilities
  • Develop and maintain strong, long-term relationships with internal and external bank clients: Relationship Managers and their 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 meetings and client discussions
  • Collaborate with the Portfolio Selection, Research and Management teams
  • Contribute to state-of-the-art sales documentation and reporting
  • Stay updated on global financial markets, economic trends, and investment opportunities
About You

You will be a highly skilled professional with a strong background in finance, economics, or a related field. Your expertise includes:

  • At least a Bachelor's degree in finance, economics, business administration, or a related field. Equivalent knowledge and skills will be considered. An advanced degree (MBA, CFA/CIIA) is preferred
  • Minimum of 8 years of experience in Portfolio Management or a similar role within the financial services industry
  • A proven track record of managing 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 English, knowledge of any other foreign language is an advantage
  • The 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
What We Offer

In addition to an exciting field of activity and our social benefits, we offer a collectively agreed minimum salary of approximately €3,682 per month, depending on qualifications, with the readiness for a significant overpayment and a performance-based target bonus.

Benefits at LGT Group

We promote diversity among our employees and believe that an inclusive and appreciative corporate culture is key to a great workplace. Our employees can benefit from many additional benefits, including:

  • Discounts on LGT banking products and services
  • LGT co-investments
  • Discounts on health and property insurance
  • Jobticket
  • Recognition of major life events
Growing Together

We support our employees' growth and development through various programs, including:

  • Internal courses
  • External courses offered by the Liechtenstein Academy
  • Support for external training and further education
  • Coaching and mentoring programs
  • International assignments
Your Health

We prioritize our employees' well-being and offer a comprehensive employee health and wellbeing program, including coaching.

Family & Work

We understand the importance of work-life balance and offer various flexible work models and special paid leave options.

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