Junior Investment Consultant UHNWI; f/m/d
Job in
Zürich, 8058, Zurich, Kanton Zürich, Switzerland
Listed on 2026-06-22
Listing for:
LGT Bank (Schweiz) AG
Full Time
position Listed on 2026-06-22
Job specializations:
-
Finance & Banking
-
Business
Job Description & How to Apply Below
Location: Zürich
Job Description
- Act as the main point of contact for inquiries in the UHNWI segment and support the Investment Consulting UHNWI Switzerland team with administrative and organisational matters.
- Carry out research and analytical tasks to support high‑quality client service.
- Prepare bespoke investment proposals, concepts, and presentations for UHNWI clients.
- Coordinate and deliver complex Requests for Proposals (RfPs) for sophisticated UHNWI prospects.
- Ensure the efficient operational handling and quality assurance of consolidated reporting across multiple banking relationships.
- A recently completed Master’s degree, ideally in Banking & Finance, combined with 1–2 years of experience in the financial sector.
- Strong German and English language skills, both verbal and written; additional languages are considered an asset.
- Advanced MS Office capabilities, particularly in Excel and PowerPoint, and a strong affinity for new technologies.
- A highly accurate, independent, and organised working style.
- The ability to work well under pressure and grasp new concepts quickly.
- Excellent analytical and communication skills with a strong team‑player attitude.
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