Teams at LGT Private Banking

The role involves cash and asset reconciliations, producing control reports, investigating discrepancies, and ensuring compliance with regulatory requirements.

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 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.