Graduate - Wealth Planner (F/m/d) - Vaduz, Schweiz - LGT Gruppe Holding AG

LGT Gruppe Holding AG

Geprüftes Unternehmen

Vaduz, Schweiz

vor 2 Wochen

Geschrieben von:

Lena Schneider

beBee Recruiter

Beschreibung

Category- Graduates/Trainees- Workload- Full Time ( 80%)- Posted on- 6 March 2023
About us*:

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 management of sizeable sums of assets.

Your challenge*:

Start on September 1, 2023, in Vaduz as a
Graduate - Wealth Planner (f/m/x).

If you want to reach your full professional potential, you need creative freedom, development opportunities and a strong team. Grow with challenging tasks and shape your career at LGT Private Banking. We are a leading, international, family-run business and attach great importance to innovation, entrepreneurship and sustainability.

In 18 months, you build up knowledge for your target function, get to know other business units through stages and expand your horizon with a two-week seminar in Singapore.

In alignment with our sustainable corporate philosophy, you will have the chance to commit for a social project. Take these diverse opportunities, build with us your network, and create the basis for a long-term career at LGT.

In your future role as
Wealth Planner, we focus on the following tasks:

Creating added value by providing individualized and needs-based advice to our clients
Supporting the Senior Wealth Planner in advising clients on all aspects of longterm strategic wealth planning (financial investments, financing, taxes, retirement planning, succession planning and arrangements, but also any related domicile decisions)
Codevelopment of appropriate asset concepts and strategies
Proposals and examination of possible structures (foundations, shareholdings, etc.) also with regard to governance aspects
Accompanying the Senior Wealth Planner in the presentation of the concepts at client meetings

Your profile*:

A very good Bachelor's or Master's degree in Banking & Finance / Business Administration / Tax Law or a law degree (not older than twelve months)
Very good language skills in German and English, other foreign languages are an advantage
High affinity for advising and supporting high net worth private clients
Strong customer orientation and communication skills
Analytical and organizational talent as well as distinct ability for networked thinking
Ability to work in a team and willingness to go above and beyond the call of duty
Identification with LGT and its values
High affinity for tax, legal and regulatory matters as well as for international and interdisciplinary issues
Interest in a longterm commitment to LGT
Banking or financial experience is an advantage; a keen interest in industry topics is a prerequisite

Your entry into the world of private banking - a dynamic and international environment. Grow with challenging tasks and shape your career with us at LGT.

You can find more information about the LGT Graduate Program

Benefits at LGT*:

A great place to work - a great place to have impact:LGT promotes diversity among its employees. We believe that an inclusive and appreciative corporate culture is the driver for a great workplace and provides the opportunity to create a unique and successful team. That's why our employees can also benefit from many additional benefits.

Family & Work: