Assistant Relationship Management Market Germany (f/m/d) 100%

Zurich · On-site

About this role

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

Would you like to work in a demanding international private banking environment and make an important contribution to the client experience through your service orientation, accuracy and reliability? In this diverse role, you will support the servicing of our clients in the German market. Your responsibilities will include in particular:


  • Supporting the Relationship Managers in the holistic servicing of our clients in the German market and helping to ensure an excellent client experience
  • Handling client enquiries and processing instructions relating to payments, foreign exchange, securities and account related matters in close coordination with the Relationship Manager
  • Preparing, reviewing and coordinating client documentation, for example in connection with account openings, master data changes, credit administration and outstanding documentation
  • Maintaining client data carefully in internal systems while ensuring compliance with quality standards, data protection requirements and regulatory obligations
  • Organising client meetings and travel arrangements, including preparation and follow-up, as well as preparing briefings, presentations and other supporting documents
  • Supporting transaction related processes such as trade settlements, securities deliveries, credit maturities and deposit management while keeping track of deadlines and quality standards
  • Contributing actively to administrative and organisational processes and supporting efficient and smooth collaboration within the team

Requirements

  • Completed banking apprenticeship or comparable commercial training with relevant professional experience in a banking environment
  • More than 5 years of experience in a comparable role in Assistant Relationship Management or Client Servicing, ideally in private banking or wealth management
  • Sound understanding of banking administration processes, regulatory requirements and the needs of a demanding international client base
  • Independent, structured and precise working style, with the ability to maintain an overview even in a dynamic environment
  • Very good MS Office skills; experience with Avaloq is an advantage. You are familiar with e-banking, digital tools and AI supported ways of working, or you are open to learning quickly
  • Strong written and spoken communication skills in German and English; excellent German language skills are essential

Please note that we are not considering applications from recruitment agencies for this position.

Contact Information

For further information please do not hesitate to contact us.

LGT Bank (Schweiz) AG

Human Resources

David Becker

Company at a glance

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 .

Team Size201-500 employees
WorkspaceOn-site
IndustryFinancial Services
Location
Zurich, Zurich, Switzerland

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