Junior Portfolio Advisor (m/f/d) 80-100%, limited until 30.9.2026
LGT Bank AG
Lugano
Key information
- Publication date:29 October 2025
- Workload:80 – 100%
- Contract type:Permanent position
- Place of work:Lugano
LGT is a leading international private banking and asset management group that has been owned by the Princely Family of Liechtenstein for over 100 years. With around 600 employees, LGT Bank Switzerland has established itself as a renowned Swiss private bank and is an excellent address for both wealthy private clients and employees – this was also confirmed last year by the independent institute "Great Place To Work," which awarded LGT Bank Switzerland as one of the best employers in Switzerland.
Administrative support for Portfolio Advisors in the care of advisory mandate clients in close cooperation with the responsible Relationship Manager
Active support of the Portfolio Advisor in acquisition and retention situations
Collaboration in the implementation of sales initiatives
Support and advice to Relationship Managers on investment matters
Analysis and optimization of portfolios as well as development of tailored investment concepts and asset consolidations for demanding private banking clients
Active networking with Relationship Managers and internal product specialists
Active participation in team meetings, contributing ideas for further improvement of processes and results
Completed university degree, completed vocational training in banking and finance or a comparable qualification
Sound knowledge in investment advisory, portfolio or fund management
Knowledge of all relevant asset classes
Passion for developing tailored investment solutions for clients
Excellent analytical skills as well as a networked and solution-oriented working style
Empathetic, customer-oriented personality with a professional demeanor when dealing with demanding private clients
Italian language skills at native level, very good English skills; knowledge of additional foreign languages is an advantage
Please note that we cannot consider applications from recruitment agencies for this position.
A great place to work – a great place to have impact: LGT promotes the diversity of its employees. We believe that an inclusive and appreciative corporate culture is the driver for a great workplace and offers the opportunity to create a unique and successful team. Therefore, our employees can also benefit from many additional benefits.
Transparency and integrity are important to us. Therefore, you will find on our website everything you should know about us before deciding whether the career opportunities at LGT align with your values. For example, about the history of the Princely Family, which is closely linked to our history.