Client Relationship Officer EAM/EWA 80-100% (f/m/d)

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

For our long-term development in the intermediary business, we are looking for a committed and trustworthy personality as Client Relationship Officer External Asset Managers (EAM) and External Wealth Advisors (EWA). In this role you will be responsible for the following tasks:

• Proactive and efficient handling of day-to-day business mainly via digital banking channels
• Independent receipt and processing of securities, foreign exchange and derivatives transactions in Avaloq
• Independent support of External Asset Managers (EAM) and External Wealth Advisors (EWA) in general banking transactions
• Substitution of other team members in all administrative matters (office management, business trips, agenda management, presentations, correspondence)
• Collaboration in projects

Requirements

For this responsible position we are looking for a person with the following profile:

• Completed banking apprenticeship, with experience as an assistant or client advisor in intermediary business or in supporting private banking clients
• Further professional training in banking or a business management qualification would be an advantage
• Very good knowledge of securities, foreign exchange and derivatives as well as regulatory requirements in the intermediary or private banking business
• Excellent customer orientation and willingness to serve in combination with an empathetic and outgoing personality
• High degree of initiative and independence as well as a precise and efficient way of working
• Proficiency in MS-Office; Avaloq knowledge is an advantage
• Very good German and English skills, both written and spoken

Please note that applications submitted via recruitment agencies cannot be considered for this position.

Contact Information

We are looking forward to receiving your online application.

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

Human Resources