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Client Relationship Officer – External Asset Management (80–100%)

LGT Private Banking · Vaduz

Neu
🇬🇧 English

Stellenbeschreibung

About the role

For our EAM team in Vaduz, we are looking for a responsible, client‑oriented individual to actively support our Relationship Managers in serving external asset managers and multi‑family offices domiciled in Liechtenstein, while proactively driving their own areas of responsibility. The role involves handling enquiries, supporting relationship development, and taking ownership of after‑sales processes.

Key responsibilities

  • Independently handle enquiries and requests from intermediaries, including external asset managers and multi‑family offices domiciled in Liechtenstein.
  • Proactively support Relationship Managers in managing and developing existing intermediary relationships.
  • Take ownership of a clearly defined after‑sales process for investment and product recommendations, in close coordination with the responsible Relationship Managers.
  • Coordinate necessary internal clarifications and ensure implementation of client requests.
  • Prepare and follow up on client and acquisition meetings, including presentations, analyses and correspondence.
  • Act as deputy for Relationship Managers and build your own network within the intermediary market.
  • Contribute to acquisition activities and the ongoing development of processes and service quality within the team.
  • Progressively assume responsibility for an own, clearly defined client portfolio in the longer term.

Required profile

  • Completed banking apprenticeship or commercial training with relevant specialist qualifications; advanced education in banking or business administration is an advantage.
  • Several years of experience in the intermediary business or private banking, ideally in a CRO, Assistant Relationship Manager or comparable role.
  • Experience in after‑sales activities related to investment and product recommendations is an advantage, together with a strong interest in engaging with intermediaries.
  • Sound knowledge of securities and foreign exchange transactions, as well as investment products.
  • Understanding of the regulatory framework applicable to international intermediary or private banking business, particularly cross‑border requirements, MiFID and AML.
  • Strong client and service orientation with a willingness to reliably follow up on client requests.
  • Structured, independent and forward‑looking working style with a strong focus on quality.
  • Excellent communication skills, a professional manner and strong team spirit.
  • Dynamic, proactive and solution‑oriented personality who enjoys contributing to process development.
  • Excellent written and spoken German, and very good English skills.

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Veröffentlicht vor 6 Tagen

Läuft ab in 1 Monat

13 Ansichten · 0 interested

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LGT Private Banking

Vaduz