Business Manager ISG (f/m/d) 100% at LGT Crestone Wealth Management Limited

Zurich, Zurich, Switzerland -

Full Time

Start Date

Immediate

Expiry Date

05 Mar, 26

Salary

0.0

Posted On

05 Dec, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Business Management, Business Development, Consulting, Project Management, Analytical Skills, Data Analysis, Financial Modelling, Transformation Projects, Digitalization, CRM Tools, Reporting Tools, Automation, Communication Skills, Stakeholder Coordination, German Language, English Language

Industry

Financial Services

Description

LGT is the world’s largest family-owned and managed Private Banking and Asset Management Group. For more than 100 years it has been fully owned and managed by the Princely House of Liechtenstein, which is also one of our biggest clients. With around 800 employees, LGT Bank Switzerland has established itself as a renowned Swiss private bank and is an excellent address for both wealthy private clients and employees - this was also confirmed last year by the independent institute "Great Place To Work", which awarded LGT Bank Switzerland the title of one of the best employers in Switzerland. Job Description The Business Development & Transformation Investment Solutions area coordinates cross-regional and cross-functional initiatives in data, automation, and digitalization. The goal is to enable Investment Solutions to expand their offering and strengthen risk management. The team is instrumental in developing and implementing strategic initiatives that achieve these objectives. Co-drive the initiation, coordination and implementation of cross-functional business development and transformation projects within ISG Support and coordinate the roll-out of strategic IT tools and initiatives in EMEA and promote automation and digitalization across investment teams Analyse and optimise processes, workflows and organisational set-ups (e.g. for Portfolio Management and Advisory), including identifying improvement areas and synergies Build, enhance and automate data processing, reporting and management information systems (MIS) to better steer and grow the various investment sub-team businesses Support strategic revenue and business initiatives (e.g. structured products, sales and revenue tracking, CRM development) through thorough business and data analysis Develop financial models and data-driven recommendations to assess strategic initiatives, market entry and expansion opportunities, including gap analyses versus competitors Collaborate closely with team heads and Wealth Management units to continuously refine the ISG client offering and improve marketing and sales materials, leveraging automation and AI tools where appropriate . Requirements University or FH degree in Economics, Finance, Banking, Business Administration or a related field; equivalent qualifications are also considered Minimum of 10 years of experience in a business management, business development, consulting or project management role within financial services Strong analytical skills, high affinity for data, reporting and financial modelling, and the ability to translate insights into actionable recommendations Experience in managing and implementing transformation and digitalization projects; familiarity with CRM, reporting and automation tools is an asset Structured, proactive and solution-oriented working style, combined with strong communication skills and the ability to coordinate diverse stakeholders Excellent written and spoken German and English; additional languages are an advantage Please note that we cannot consider applications via recruitment agencies for this position. Contact Information For further information please do not hesitate to contact us. LGT Bank (Schweiz) AG Human Resources Nicole Bider

Responsibilities

The role involves co-driving the initiation, coordination, and implementation of cross-functional business development and transformation projects within Investment Solutions Group (ISG). Additionally, it includes supporting the rollout of strategic IT tools and promoting automation and digitalization across investment teams.