LGT is the world’s largest family-owned and managed Private Banking and Asset Management Group. For more than 100 years it has been fully owned and managed by the Princely House of Liechtenstein, which is also one of our…
LGT Wealth Management was formed around a clear and uncompromising vision – to bring global best practice in building institutional quality investment portfolios to Australian clients. With a shared passion for building …
Skills: Corporate Reception, Front-of-house Management, Communication Skills, Microsoft Word, Microsoft Excel
LGT Wealth Management was formed around a clear and uncompromising vision – to bring global best practice in building institutional quality investment portfolios to Australian clients. With a shared passion for building …
LGT is the largest Private Banking and Asset Management group in the world to be owned by an entrepreneurial family. As the family office of the Princely House of Liechtenstein, we have years of experience in the managem…
LGT is the largest Private Banking and Asset Management group in the world to be owned by an entrepreneurial family. As the family office of the Princely House of Liechtenstein, we have years of experience in the managem…
LGT Wealth Management was formed around a clear and uncompromising vision – to bring global best practice in building institutional quality investment portfolios to Australian clients. With a shared passion for building …
Skills: Digital Publishing, Content Management Systems, Digital Marketing, Campaign Coordination, Data Reporting
LGT Wealth Management was formed around a clear and uncompromising vision – to bring global best practice in building institutional quality investment portfolios to Australian clients. With a shared passion for building …
Skills: Digital Publishing, Content Management Systems, Digital Marketing, Campaign Coordination, Data Reporting
LGT Wealth Management was formed around a clear and uncompromising vision – to bring global best practice in building institutional quality investment portfolios to Australian clients. With a shared passion for building …
Skills: Business Risk Management, Regulatory Compliance, Team Leadership, Governance Frameworks, Private Banking
LGT is the largest Private Banking and Asset Management group in the world to be owned by an entrepreneurial family. As the family office of the Princely House of Liechtenstein, we have years of experience in the managem…
LGT Wealth Management was formed around a clear and uncompromising vision – to bring global best practice in building institutional quality investment portfolios to Australian clients. With a shared passion for building …
LGT is the largest Private Banking and Asset Management group in the world to be owned by an entrepreneurial family. As the family office of the Princely House of Liechtenstein, we have years of experience in the managem…
LGT is the largest Private Banking and Asset Management group in the world to be owned by an entrepreneurial family. As the family office of the Princely House of Liechtenstein, we have years of experience in the managem…
Skills: Regulatory Compliance, MiFID II, AML, GDPR, CRD
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Full-time
bachelor degree, professional certificate
Posted 47d ago
~40 hrs/week
Responsibilities
Lead portfolio management across Europe, overseeing portfolio construction, monitoring, and investment performance for wealthy private clients. Drive the enhancement of the operating model, quantitative capabilities, and product offerings in collaboration with front-office and research teams.
Requirements
Requires extensive senior leadership experience in portfolio management within wealth or asset management and a university degree in a quantitative or financial field. Fluency in German and English is required, with a CFA or advanced professional qualification being a plus.
Full job description
LGT is the world’s largest family-owned and managed Private Banking and Asset Management Group. For more than 100 years it has been fully owned and managed by the Princely House of Liechtenstein, which is also one of our biggest clients. With around 800 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 the title of one of the best employers in Switzerland.
Job Description
In this senior leadership role, you will be responsible for Portfolio Management across Europe. You will lead an experienced team, provide strong support to the front office through high-quality investment expertise, embed quantitative capabilities into the investment process, and drive the continued enhancement of the operating model, processes, and infrastructure.
Lead Portfolio Management across Europe with a focus on high-quality, client-centric investment implementation aligned with LGT’s strategic direction.
Manage and further develop an experienced team of portfolio managers across multiple European locations.
Oversee portfolio construction, monitoring, rebalancing, and overall investment performance in line with client needs, risk profiles, mandates, defined risk appetite, and regulatory requirements.
Work closely with the front office, Research, and other relevant stakeholders to deliver compelling and effective investment solutions.
Drive the continued enhancement of the portfolio management operating model, processes, and infrastructure with a focus on efficiency, scalability, governance, and operational excellence.
Further develop quantitative capabilities and enhance the use of LGT’s proprietary tools, models, and analytics in the investment process to strengthen portfolio construction and investment decision-making.
Represent LGT in internal committees and in selected client engagements through clear and credible communication of investment views, portfolio performance, and market insights.
Drive the continued development of the product offering in close collaboration with the front office, Research, and relevant stakeholders to ensure a competitive, client-centric, and strategically aligned investment solution suite.
Requirements
Extensive experience in portfolio management within wealth management, private banking, or asset management, including several years in a senior leadership role leading experienced teams across locations.
University degree in Finance, Economics, Business Administration, a quantitative discipline, or a related field; fluency in German and English; CFA or another advanced professional qualification is a plus.
Strong quantitative understanding of portfolio analytics, models, and data-driven investment processes, with the ability to translate these effectively into front-office practice.
Broad multi-asset expertise and a strong understanding of European markets, macroeconomic developments, and the relevant regulatory environment.
Experience in enhancing processes, operating models, and infrastructure with a clear focus on sustainable operational improvement.
Strong communication and coordination skills in working with front office, investment specialists, control functions, senior management, and clients.
Strong people management capabilities, with a proven ability to attract, develop, and retain high-performing investment talent, combined with unquestionable integrity, sound judgment, and a disciplined approach to decision-making.
Please note that no applications via recruitment agencies will be considered for this position.
Contact Information
For further information please do not hesitate to contact us.
LGT Crestone is one of the largest family-owned wealth management firms in the world - bringing together the deep trusted relationship of a local firm with the strength and security of a multinational.
We provide private wealth advice services to high net worth and ultra high net worth families, family offices and for purpose organisations, focused on long term results to last generations.
LGT Crestone now has over 300 employees, including over 100 investment advisers who have worked together for an average of 10 years. It has offices in Adelaide, Brisbane, Melbourne and Sydney.
Find out more at lgtcrestone.com.au .
Offices: 2 Chifley Square, Level 32, Chifley Tower, Sydney, NSW 2000, AU · 101 Collins St, Level 17, Melbourne, Victoria 3000, AU · 123 Eagle St, Level 18, Brisbane City, Queensland 4000, AU · 91 King William St, Level 26, Adelaide, South Australia 5000, AU
Wealth ManagementPortfolio ConstructionNot For ProfitsEntrepreneursEstablished FamiliesSustainable InvestingPhilanthropyIntergenerational Wealth Transferand Alternative InvestmentsWealth Management
LGT Crestone is one of the largest family-owned wealth management firms in the world - bringing together the deep trusted relationship of a local firm with the strength and security of a multinational.
We provide private wealth advice services to high net worth and ultra high net worth families, family offices and for purpose organisations, focused on long term results to last generations.
LGT Crestone now has over 300 employees, including over 100 investment advisers who have worked together for an average of 10 years. It has offices in Adelaide, Brisbane, Melbourne and Sydney.
Find out more at lgtcrestone.com.au .
Offices: 2 Chifley Square, Level 32, Chifley Tower, Sydney, NSW 2000, AU · 101 Collins St, Level 17, Melbourne, Victoria 3000, AU · 123 Eagle St, Level 18, Brisbane City, Queensland 4000, AU · 91 King William St, Level 26, Adelaide, South Australia 5000, AU
Wealth ManagementPortfolio ConstructionNot For ProfitsEntrepreneursEstablished FamiliesSustainable InvestingPhilanthropyIntergenerational Wealth Transferand Alternative InvestmentsWealth Management