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LGT
VALUES WORTH SHARING
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Senior Wealth Planner (80-100%)

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 600 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 Information

  • Actively support our Relationship Managers in all aspects of long-term wealth planning for their European client base (financial, retirement, contingency and estate planning including related domicile decisions)
  • Responsibility for the development and presentation of appropriate wealth concepts and strategies
  • Training of Relationship Managers in wealth planning specific topics
  • Involvement in relevant projects
  • Support the development and maintenance of our international network of external specialists
  • General administrative tasks

Requirements

  • Degree in law, business administration or economics
  • At least 5 years of practical experience in wealth planning
  • Legal or tax work in an international private client area as well as membership in STEP desirable
  • Advanced training as a financial planner (CFP) desirable
  • Very good written and spoken English and German, further language skills are an advantage
  • Very high client orientation and high degree of initiative and independence

Contact Information

For further information please do not hesitate to contact us.

Michael Bereiter
LGT Bank (Schweiz) AG
Human Resources

Benefits und Auszeichnungen

Europe’s Best Workplaces 2021

Contact

Please send your online application by clicking on the blue button below.

Online Application

Michael Bereiter

Michael Bereiter

Senior HR Manager
LGT Bank (Switzerland) Ltd.
Zurich
+41 44 250 84 21