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

Job Duties

• Lead the marketing efforts for the Company in managing and developing existing relationships and attracting new clients
• Understand the client's profile and match product offering to align with client requirements
• Meet the day-to-day servicing requirements of the clients, including any personal request they require
• Independent execution of client's transactions, ensuring minimal errors
• Apply the highest standards in respect of client onboarding, investment suitability, quality of investment advice, banking and trading transactions, client monitoring, account reviews as well as documentation of client interaction – to ensure ongoing compliance with all applicable directives, rules & regulations
• Contact clients regularly and maintain relevant call reports as contact logs in Avaloq
• Conduct independent client onboarding and completion of KYC: Ensure good knowledge of your clients, their background, source of wealth and other relevant information
• Complete client file reviews in a timely manner and proactively update KYC changes
• AML/CFT: identify, assess and control the ML/TF risks of their business. Understand the background/rational of transactions
• Suitability obligations: follow the advisory and selling process and respective suitability obligations
• Attend to Avaloq issues in a timely fashion
• Avoid client complaint
• Respond to findings of Conformity and Compliance in a timely and proactive manner
• Being integral member of a dedicated Front Cluster, serving as deputy for cluster members
• Provide support to Cluster Relationship Manager in servicing clients, focusing on sustainable long-term client relationships, built on trust and mutual respect
• Serve as a brand ambassador for the culture and values of the LGT Group during interaction with clients and in public behavior
• Conduct a sustainable business in line with regulatory expectations and the Bank’s Code of Conduct/directives/policies/processes
• Maintain personal ‘Fit & Proper’ requirements and fulfill industry competence/regulatory/notification requirements at all times
• Meet individual targets as per own BSC and attend all relevant meetings/trainings
• Understand the profile/needs of clients well to be able to match LGT’s offering with client requirements
• Continuously upgrade your skills and knowledge base (whilst at least fulfilling regulatory training requirements), on markets, products, research, etc., in order to discharge your role/duties in a satisfactory manner

Requirements

Extensive experience in the role of Relationship Manager, serving and advising high‑net‑worth clients.

Contact Information

We are looking forward to receiving your online application.

For any further information please do not hesitate to contact our HR Business Partner.

Human Resources