Teams at LGT Private Banking

The Credit Services Manager oversees the credit lifecycle for Lombard lending, supporting Investment Advisers with client credit needs, managing risks, and ensuring compliance with credit policies.

Lead and shape the Risk & Compliance function, partnering with senior stakeholders to enhance risk management and compliance processes within the organization.

Support Investment Advisers in onboarding and administering high-net-worth client portfolios: manage account openings, transfers, settlements and international trading; prepare meeting materials and proposals; maintain client records in Avaloq; liaise with clients and partners; monitor reviews and documentation; assist with client events and marketing.