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

A front-office role as a senior partner in managing client relationships/for team lead - in managing the RM team, providing comprehensive advice, a broad range of products and services tailored to the complex needs of (ultra-)high-net-worth individuals whilst working toward specific individual, team and market asset and revenue targets
Continuously develop and manage the client portfolio with focus on Portugal
Market leading products, tailored solutions and services supported by a holistic advisory approach for high and ultra-high net worth clients
Deliver best-in-class specialist knowledge and product expertise in developing solutions for clients in the creation, management and transfer of their wealth
Act as a brand ambassador
Actively cooperate and exchange with internal specialists to provide best client solutions
Ensure compliance with regulations, guidelines and standards as a contribution to an effective risk culture

Outstanding industry personal and professional network within HNWI/UHNWI client segments for Portuguese market to support our growth strategy. For a Team Lead - a proven track record in managing the RM team.
Relevant experience in a client acquisition and management of wealth for clients
Depending on the seniority of the role to be filled, the years of experience required in one of the roles for Portuguese market will vary from 5 up to 7 years or more for a senior position.
Strong financial product and technical competence in the understanding, development and delivery of holistic wealth planning solutions to clients
First class presentation and communication skills: ability to listen, guide and influence internal and external stakeholders
Drive and motivation to work in a target driven and high-performance culture
Entrepreneurial and innovative approach in the identification of business opportunities
Highest professional work ethic and standards, decisiveness and innovative thinking
High level of professional and personal integrity and compliance standards ensuring all work activities are performed in line with internal and external guidelines and regulatory policies
MBA or degree from a university or an institute of higher education
Fluency in English as well as in the native language spoken by the clients to be covered for Portuguese market

For further information please do not hesitate to contact us.

LGT Bank (Schweiz) AG

Human Resources

Natalia Olbinska