Teams at LGT Private Banking

Supports investment managers and clients by preparing account opening packs, reports, meeting materials, investment policy statements, payments, and portfolio information. Monitors account and asset transfer processes, resolves client queries, coordinates with custodians and providers, and ensures accurate, compliant correspondence. The role also involves administrative support, data analysis, presentation assistance, and use of financial and office systems.

Supports a company-wide rebrand, flagship events, client communications, marketing campaigns, and cross-functional projects. Responsibilities include coordinating brand rollout across channels, managing event logistics and budgets, producing communications and copy, supporting campaign delivery, and collaborating with internal and external stakeholders. The role requires strong organization, communication, project management, attention to detail, and proficiency with Microsoft Office.

Leads brand awareness, PR, marketing materials, flagship events, campaigns, and brand repositioning initiatives for a wealth management firm. Manages external agencies, stakeholder approvals, client literature, strategic event programming, and brand compliance. Line-manages two marketing professionals while providing mentorship and ensuring alignment with business objectives.