Client Advisor: Private Banking External Asset Managers (w/m/d)

The external asset managers (eVV) team based in Luzern supports independent asset managers throughout Switzerland. To take over an existing portfolio, we are looking for a service-oriented and entrepreneurial personality with experience in client advisory.

Client Advisor: Private Banking External Asset Managers (w/m/d)

Your job at a glance

What you will achieve with us

• Taking over an existing eVV client portfolio with its end clients, which extends across several asset managers
• Recognizing and fulfilling the needs of asset managers in all financial areas: especially investing, financing, and basic services
• Building long-term client relationships as well as continuous expansion of the relationship network
• Developing tailored solutions for clients together with specialists
• Active further development of the external asset managers area
• Representation of LUKB at various events

What you bring with you

• Goal orientation towards long-term success
• Several years of experience in working with external asset managers or in Private Banking
• Higher banking or business administration education
• In-depth specialist knowledge in the investment business as well as understanding of the credit business (especially mortgage and Lombard business)
• High team and service orientation
• Enjoyment of daily contact with clients as well as internal and external specialists

Your advantages with us

More time for you

With us, cantonal and regional holidays are paid. Additionally, sabbaticals and extra vacation days for years of service await you.

Flexible working

Choose an individual working model and manage your own working hours.

Family-friendly

Benefit from generous maternity or paternity leave as well as additional family allowances.

Strong pension

With our company's own pension fund, you are on the safe side.

Individual development

We support you in your internal and external training and further education, so that you stay on the ball.

Exclusive advantages

Staff conditions on LUKB products and many external discounts protect your wallet.

Rahel Schärli

HR Business Partner

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