Teams at LGT Private Banking

Provide high-quality investment, administrative and client-service support to two Investment Managers. Manage reporting, CRM, workflow, trade processing, corporate actions, analytics and client correspondence. Prepare client materials, attend meetings, support business development and maintain accurate account data while developing investment knowledge and professional qualifications.

Support Business Development communications targeting Financial Advisers by coordinating literature and website updates, managing email distributions and events (webinars, conferences), assisting video production and presentation creation, handling white-labeling and merchandise logistics, and ensuring brand and compliance standards are maintained.

Support digital and communications, manage website updates, produce social media and client communications, maintain internal comms, assist event delivery and webinar programme, act as brand guardian, manage printed merchandise and client gifting, and support campaigns and marketing administration.