Jobs Companies LGT Private Banking Assistant Relationship Management (f/m/d) – Swiss Onshore (80–100%)

Über diese Assistant Relationship Management (f/m/d) – Swiss Onshore (80–100%) Stelle bei LGT Private Banking

LGT Private Banking · Vor Ort · Geneva

LGT is the world’s largest family-owned and managed Private Banking and Asset Management Group. For more than 100 years it has been fully owned and managed by the Princely House of Liechtenstein, which is also one of our biggest clients.
With around 800 employees, LGT Bank Switzerland has established itself as a renowned Swiss private bank and is an excellent address for both wealthy private clients and employees - this was also confirmed last year by the independent institute "Great Place To Work", which awarded LGT Bank Switzerland the title of one of the best employers in Switzerland.

Job Description

In this role, you will support our Relationship Managers in delivering high-quality service to our discerning Swiss onshore clients. Through your accurate, service-oriented and proactive approach, you will make an important contribution to an excellent client experience and to compliance with regulatory and internal requirements. Your responsibilities include:


  • providing proactive day-to-day support to clients and responding to enquiries relating to accounts, outstanding documentation, e-banking and other administrative matters;
  • receiving, processing and monitoring client orders in close collaboration with Relationship Managers, particularly in securities, foreign exchange and payment transactions;
  • coordinating and following up on transactions and related processes, including securities transfers, settlements, maturities and deposit management;
  • ensuring client data and documentation are maintained accurately and promptly in internal systems, treating all information with the utmost confidentiality;
  • supporting account-opening processes, correspondence and credit requests, and preparing and following up on materials for client meetings;
  • helping to ensure compliance with regulatory requirements and internal policies, including support with required reporting and submissions;
  • depending on your profile and experience, taking on additional responsibilities in projects, initiatives or team support.

Requirements

  • Completed banking apprenticeship, University degree or higher education, combined with several years of practical experience in the private banking area.
  • Several years of experience in a comparable banking role, with a sound understanding of regulatory requirements and the needs of an international client base.
  • Strong client and service orientation, combined with an independent, efficient and accurate way of working in a dynamic environment.
  • Ability to manage more complex client, transactional and organisational matters in a structured manner and identify opportunities to improve processes.
  • Excellent Microsoft Office skills; experience with Avaloq is an advantage. You also have a strong affinity for e-banking, digital tools and AI-enabled applications.
  • Excellent French and very good English communication skills, both written and spoken; German is an advantage.

Please note that we cannot consider applications via recruitment agencies for this position.

Contact Information

For further information please do not hesitate to contact us.

LGT Bank (Schweiz) AG

Human Resources

David Becker
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Über LGT Private Banking

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.

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