Teams 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.