Senior Client Portfolio Manager (m/f/d)

LGT Bank Österreich, a branch of LGT Bank AG, is the largest international private bank in Austria. We offer comprehensive private banking services and employ around 250 people in Austria.

Our corporate culture is characterised by our unique ownership structure. We stand for entrepreneurial thinking, sustainability, a sense of responsibility and trust. Mutual respect, personal integrity and loyalty are the solid foundation of our work culture.

At the beginning of 2024, we were recognised as one of the 50 best employers in Austria by the consulting firm "Great Place to Work". In the Medium category (100-249 employees), we improved to 4th place and even achieved 1st place among financial institutions.

Job Description

• Develop and maintain strong, long-term relationships with internal and external bank clients: Relationship Manager and their (ultra) high-net-worth clients
• Understand clients' financial goals, risk tolerance, and investment preferences to provide personalized investment advice for a suitable portfolio solution
• Conduct regular portfolio reviews and adjustments based on client needs and market conditions
• Identify and pursue new business opportunities to grow the client base, participate in internal “deal-team” meetings and client meetings
• Collaborate with the Portfolio Selection, Research and Management teams
• Contribute to the state-of-the-art sales documentation and reporting
• Stay updated on global financial markets, economic trends, and investment opportunities

Requirements

• At least Bachelor’s degree in finance, economics, business administration, or a related field. Equivalent knowledge and skills will be considered. Advanced degree (MBA, CFA/CIIA) preferred
• Minimum of 8 years of experience in Portfolio Management or a similar role within the financial services industry
• Proven track record of managing (ultra) high-net-worth client portfolios
• In-depth knowledge of financial markets, investment strategies, and asset allocation
• Strong analytical skills and the ability to interpret complex financial data
• Excellent communication, presentation, and interpersonal skills
• Excellent communication skills in German and English, knowledge of any other foreign language is an advantage
• Ability to work independently and as part of a team in a fast-paced environment
• High ethical standards and a commitment to integrity and professionalism

In addition to an extremely interesting field of activity and our social benefits, we offer you a collectively agreed minimum salary for the position starting at € 3.682,72 pm (depending on qualifications), with the readiness for a significant overpayment and a performance based target bonus.

Contact Information

We are looking forward to receiving your online application.

For any further information please do not hesitate to contact our HR Business Partner.

Human Resources