Teams at LGT Private Banking

Manage end-to-end delivery of strategic change and financial product implementation projects. Coordinate business and technology workstreams, Agile ceremonies, planning, budgets, risks, dependencies, governance, stakeholder communications, and business readiness. The role requires collaboration with business owners, analysts, developers, quality teams, and other project managers, with a focus on financial services, risk and compliance initiatives, and continuous improvement of delivery practices.

Supports Investment Advisers serving high-net-worth clients by managing onboarding, account openings, portfolio administration, transfers, corporate actions, settlements, trading, records, and compliance. Handles complex client matters autonomously, prepares investment materials, resolves escalated queries, monitors client milestones, coordinates events, and mentors junior Associates. Requires strong wealth management experience, communication, organization, judgment, Microsoft Office skills, AI proficiency, and willingness to obtain RG146 accreditation.

Provide strategic legal and regulatory advice across financial services, wealth management, lending, investments, corporate transactions, governance, and commercial contracts. Draft and negotiate sophisticated agreements, advise on AFSL, AML/CTF, privacy and Corporations Act obligations, support board matters and strategic projects, and manage external counsel. Partner closely with executives to deliver pragmatic legal solutions in a global private wealth management environment.