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.

Job Description

▪ Customer Care and Communication: Maintain close and proactive communication with clients, addressing their inquiries related to accounts, missing documents, e-banking, and other issues. Update and maintain accurate customer information with internal systems, ensuring data integrity and confidentiality.

▪ Handling Customer Orders: Receive and process client orders in collaboration with the Relationship Manager in areas such as securities, foreign exchange, and payment transactions. Monitor transaction processes to ensure timely execution and address any discrepancies or issues that may arise. Handling processes such as securities deliveries, trade settlements, loan maturities, and deposit management. Provide clients with updates and confirmations regarding their orders.

▪ Administrative and Compliance Management: Undertake comprehensive organisational and administrative tasks, including managing correspondence and credit demands. Ensure all necessary documentation for the account opening process is completed accurately and promptly. Ensure compliance with all regulatory requirements and internal policies. Support the preparation and submission of reports to regulatory bodies as required.

▪ Relationship Management Support: Efficiently support Relationship Managers in all organisational matters and coordinating travel arrangements. Prepare comprehensive materials for and after customer appointments, including briefing notes, reports and presentation decks.

Requirements

▪ Educational background: A completed banking apprenticeship is typically expected. Alternatively, candidates with a basic commercial apprenticeship and several years’ practical experience in banking, or an equivalent education with relevant practical experience, will also be considered.

▪ Professional experience: Several years of practical experience in the banking sector, as well as experience in dealing with regulatory requirements and international clientele.

▪ Track record: Demonstrated ability to work independently, efficiently and accurately in a dynamic client-oriented environment. Proactive support of Relationship Managers and responsible handling of administrative tasks.

▪ Technical skills: Excellent knowledge of Office Management; experience in Avaloq is an advantage, ebanking and digital skills including AI.

▪ Language skills: Strong communication skills, both written and verbal, in English. Proficiency in additional languages relevant to the client base is an advantage.

Contact Information

We are looking forward to receiving your online application.

For any further information please do not hesitate to contact us!

Human Resources