Commitment, expertise and sustainability – these are all values that mark us out as a family-run business. How we think and act is shaped by our owner, the Princely House of Liechtenstein, and its 900 years of tradition and entrepreneurial experience.
We appreciate the value of traditions and firm beliefs and know how important it is to share these with other people. We also know that it is values such as respect and a sense of responsibility that create trust and bring people together in an uncertain world.
Job Description
Prospecting and outreach support (30%)
- Conduct prospect research and maintain a well-organised, up-to-date prospect pipeline in Salesforce for all Solutions Portfolios and other key initiatives
- Support the CEO, Chief Business Development Officer (CBDO), Director Partnerships and Communications, and others in preparing for donor meetings, including background research, briefing notes, and talking points
- Coordinate outreach activities including donor communications, meeting scheduling, and follow-up tracking across all active prospect relationships
Pitch materials and proposals (20%)
- Develop and maintain high-quality pitch materials, proposals, and X-pagers for Solutions Portfolios and other key initiatives in close collaboration with the MarComms team and regional leads
- Ensure all materials are current, compelling, and tailored to different donor audiences including family offices, foundations, LGT Bank clients, and external partners
- Support the development of bespoke proposals for major donor conversations
Learning Journey coordination (20%)
- Manage end-to-end guest engagment for all LGT VP Learning Journeys, covering guest experience, communications, events, logistics and follow-up (in coordination with the local teams)
- Serve as the primary point of contact for Learning Journey guests before, during, and after the journey
- Develop post-Learning Journey follow-up plans in coordination with the Chief Business Development Officer and regional teams to maximise conversion and deepening of relationships
Donor Onboarding (15%)
- Lead, maintain, and update onboarding documentation and ensure consistent application of LGT VP's donor acceptance policy across all portfolios
- Act as the day-to-day coordination point between prospective donors and the LGT VP team
- Support the donor onboarding process including coordination of due diligence, KYC, risk management documentation, and legal agreement execution
- Maintain and update LGT VP's donor onboarding framework and related templates in coordination with the team
CRM and Digitisation (15%)
- Maintain accurate and timely CRM records for all prospect and donor engagement activities in Salesforce
- Support the CRM rollout across the team ensuring consistent data entry standards and pipeline stage definitions
- Build, maintain, and continuously improve donor engagement reporting dashboards, ensuring real time pipeline visibility for the CBDO and senior leadership
- Work closely with the Operations and Finance Director to ensure CRM and dashboard outputs are aligned with LGT VP's broader financial and operational reporting
Requirements
- Bachelor's degree in nonprofit management, international relations, business, communications, or related field. Master's degree preferred
- At least 5 years of experience in fundraising, donor engagement, business development in the nonprofit sector, philanthropy, or professional services
- Excellent written communication skills in English, with experience translating complex programme information into compelling, audience-appropriate materials including proposals and briefing documents
- Strong organisational and project management skills, with the ability to manage multiple priorities, stakeholders, and deadlines simultaneously
- Experience producing high-quality presentations, proposals, or donor materials • Strong proficiency with Salesforce or equivalent CRM system
- Strong proficiency in Microsoft 365 particularly Excel, Word, PowerPoint, and Teams
- Comfortable with AI tools and experience contributing to digitalisation projects
- Experience organising high-end events or experiences for senior audiences an advantage
- Experience working in a fast-moving international environment and across cultures
- Fluent English and German. Additional languages are an advantage
- Genuine interest in and commitment to LGT VP's mission
Please note that we cannot consider applications via recruitment agencies for this position.
Contact Information
Become part of a family – not just a company.
For further information please contact our HR Business Partner.
LGT Gruppe Holding AG, Vaduz, Zweigniederlassung Zürich/Schweiz
Human Resources
Corina Hohl