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LGT is seeking a Private Banking executive to lead a team of approximately 20 employees and, as part of the Senior Management Team, to be responsible for the location’s strategy, portfolio, and operational and regulatory matters.
Your area of responsibility
- Responsibility for business and project development, as well as the monitoring and oversight of the entire private banking portfolio.
- Leading and developing a team of approximately 20 employees, including their respective direct supervisors.
- As a member of the senior management team at LGT Bregenwald, you will help shape the company's strategy and oversee the implementation and monitoring of its goals.
- You coordinate the achievement of goals with other departments and locations.
- Responsibility for the sales team and customer service.
- Close collaboration with the marketing team to optimize market positioning and the customer journey.
- They draft and develop the strategy based on data, its quality, and its monitoring.
- You are responsible for value creation and cost management.
- They ensure compliance with regulatory requirements.
- They set up and expand the site's network.
- You represent LGT Bregenwald both externally and internally.
- They develop and implement specific measures to increase customer loyalty.
- They oversee risk management and compliance requirements.
- You are responsible for recruiting, training, and continuing education of employees.
- They are responsible for quality assurance and product development.
- They report directly to senior management and the board of directors.
- You are responsible for budget management and reporting processes.
- They represent LGT on the Advisory Board and in various committees.
- They are responsible for the risk strategy and for implementing compliance requirements.
- You are responsible for employee development.
- You are responsible for advising customers.
- You are responsible for ensuring compliance with internal policies and regulations.
- You are responsible for middle management.
- They are responsible for monitoring transactions.
- They are responsible for preparing the quarterly reports.
- They are responsible for conducting the annual audits.
- You are responsible for ensuring compliance with anti-money laundering regulations.
- They are responsible for coordinating the various departments.
- They are responsible for communicating with the media.
- You are responsible for sponsorship.
- They are responsible for CSR activities.
- They are responsible for organizing events.
- They are responsible for coordinating with the associations.
- You are responsible for staging the investment products.
- You are responsible for overseeing operational processes.
- You are responsible for conducting market analyses.
- You are responsible for preparing presentations for the board of directors.
- You are responsible for conducting strategy consulting engagements.
- You are responsible for optimizing business processes.
- You are responsible for managing operational processes.
- You are responsible for the division's performance.
- You are responsible for developing new business models.
- They are responsible for the bank's sustainable growth.
- They are responsible for implementing new technologies.
- You are responsible for relationship management.
- You are responsible for customer acquisition.
- You are responsible for portfolio management.
- They are responsible for asset management.
- They are responsible for wealth management.
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