Jobs at LGT Private Banking

The Portfolio Manager will manage high-net-worth portfolios, contribute to investment strategy, and communicate effectively with clients and teams. Responsibilities include analyzing market conditions, constructing portfolios, and maintaining operational tasks.

The Paraplanner creates comprehensive financial plans, conducts cash flow analysis, collaborates with Wealth Planners, and oversees client administration, while ensuring compliance and accurate documentation.

The PMO Analyst role involves monitoring and reporting on projects, managing RAID logs, coordinating governance processes, and supporting the Change Portfolio. The candidate will also facilitate meetings and maintain stakeholder relationships, while possibly managing smaller initiatives.

Support and execute testing from the annual Compliance Monitoring Plan. Perform data gathering, carry out tests to deadlines, document findings and recommendations, agree responses with business areas, track remediation, and suggest improvements to test scripts. Provide ad-hoc support to the wider Legal and Compliance team.

Support the Model Portfolio Service team with platform administration, custodian liaison, asset implementation, query management, reporting, data extraction, and preparation of investment committee materials while ensuring compliance and timely delivery to advisers.

The Trainee Portfolio Manager will assist with investment analysis, oversee portfolio performance, support client relationships, and prepare reports. The role involves learning investment knowledge and supporting the portfolio management team.

Provide administrative support to the Wealth Planning team, including client data maintenance, communication with clients, and general administrative tasks.