Karin Schädler
Summary
Experienced Private Banking and Wealth Management professional with more than 25 years of experience across the financial sector in Switzerland and Liechtenstein. Through my long-standing career with LGT, I have gained deep insight into the Group's culture, values, and client-focused approach. I am eager to further develop my career within LGT on an international level and contribute my Swiss private banking expertise and strong interpersonal skills to the LGT Wealth management team in Sydney.
Overview
2
2
Languages
22
22
years of professional experience
Work History
Relationship Manager
LGT Bank (Switzerland) Ltd.
Zurich
01.2026 - Current
- Manage a client portfolio of approximately CHF 180 million, servicing Israeli and European clients.
- Acquire, develop and maintain long-term relationships with HNW and UHNW clients.
- Ensure compliance with KYC, AML, and regulatory requirements by maintaining accurate client documentation and completing periodic reviews.
- Conduct regular client meetings, business trips, and networking events.
- Execute securities trades, payment transactions, and foreign exchange transactions using Avaloq.
- Prepare investment proposals, portfolio reviews, and client presentations.
Client Relationship Officer
LGT Bank (Switzerland) Ltd.
Zurich
01.2021 - 12.2025
- Managed a client portfolio of approximately CHF 150 million, servicing Israeli and European clients.
- Acquired, developed and maintained long-term relationships with HNW and UHNW clients.
- Ensured compliance with KYC, AML, and regulatory requirements by maintaining accurate client documentation and completing periodic reviews.
- Conducted regular client meetings, business trips, and networking events.
- Executed securities trades, payment transactions, and foreign exchange transactions using Avaloq
- Prepared investment proposals, portfolio reviews, and client presentations.
Assistant Relationship Manager
LGT Bank (Switzerland) Ltd.
Zurich
10.2016 - 12.2020
- Supported Relationship Managers in delivering comprehensive wealth management services to HNWI and UHNWI clients in Israel and Southern Europe.
- Managed day-to-day client requests and ensured a high level of client service.
- Prepared investment proposals, portfolio reviews, client presentations, and other client documentation.
- Executed securities trades, payment transactions, and foreign exchange transactions using Avaloq.
- Completed KYC reviews, AML checks, account opening documentation and periodic client reviews in compliance with regulatory requirements.
- Coordinated with internal stakeholders, including Portfolio Management, Compliance, Operations, and Credit, to ensure timely execution of client requests.
- Assisted with client meetings, business trips, and networking events.
- Acted as deputy for Relationship Mangers during periods of absence.
Assistant Relationship Manager
LGT Bank (Switzerland) Ltd.
Zurich
10.2015 - 10.2016
- Supported Relationship Managers in delivering comprehensive wealth management services to HNWI and UHNWI clients from Germany
- Managed day-to-day client requests and ensured a high level of client service.
- Prepared investment proposals, portfolio reviews, client presentations, and other client documentation.
- Executed securities trades, payment transactions, and foreign exchange transactions using Avaloq.
- Completed KYC reviews, AML checks, account opening documentation and periodic client reviews in compliance with regulatory requirements.
- Coordinated with internal stakeholders, including Portfolio Management, Compliance, Operations, and Credit, to ensure timely execution of client requests.
- Assisted with client meetings, business trips, and networking events.
- Acted as deputy for Relationship Mangers during periods of absence.
Employee Wealth Management Service Line
UBS
Zurich
09.2014 - 09.2015
- Supported Relationship Managers with day-to-day client servicing and administrative activities.
- Managed client enquiries via telephone, e-mail, and written correspondence.
- Executed securities trades, fiduciary investments, payment transactions, foreign exchange transactions, and daily cash management activities.
- Processed client instructions and monitored pending securities and foreign exchange transactions.
- Handled corporate actions and redemption transactions, ensuring timely and accurate execution.
- Coordinated client meetings and managed Relationship Mangers schedules.
- Assisted with the onboarding and training of new team members.
Assistant Relationship Manager
LGT Bank Ltd.
Vaduz
08.2012 - 07.2014
- Supported Relationship Managers in delivering comprehensive wealth management services to HNWI and UHNWI clients in Israel and Southern Europe.
- Managed day-to-day client requests and ensured a high level of client service.
- Prepared investment proposals, portfolio reviews, client presentations, and other client documentation.
- Executed securities trades, payment transactions, and foreign exchange transactions using Avaloq.
- Completed KYC reviews, AML checks, account opening documentation and periodic client reviews in compliance with regulatory requirements.
- Coordinated with internal stakeholders, including Portfolio Management, Compliance, Operations, and Credit, to ensure timely execution of client requests.
- Assisted with client meetings, business trips, and networking events.
Relationship Manager
LGT Bank Ltd
Vaduz
01.2009 - 08.2012
- Provided comprehensive banking services and relationship support to international retail clients.
- Assessed and triaged prospective clients to identify their banking and investment needs.
- Managed all administrative activities relating to the client portfolio.
- Processed new account openings and client onboarding documentations.
- Ensured compliance with KYC, AML, and regulatory requirements by maintaining accurate client documentation and completing periodic reviews.
- Executed securities trades, payment transactions, and foreign exchange transactions using Avaloq.
- Trained and supervised apprentices.
Fund Administrator / Accountant
IFM, Independent Fund Management Ltd.
Vaduz
11.2004 - 12.2008
- Performed daily fund valuation and Net Asset Values (NAV) calculations.
- Prepared factsheets, financial reports, and regulatory reporting.
- Ensured compliance with internal policies and regulatory requirements.
- Liaised with external auditors during fund audits.
- Collaborated with portfolio managers, custodians, and internal teams to ensure accurate fund operations.
- Valued client portfolios and investment holdings.
- Calculated and processed asset management fees.
Education
Certified Wealth Management Advisor -
SAQ Swiss Association For Quality
Zurich, Switzerland08-2021
Master of Advanced Study - Banking And Finance
University of Applied Science in Business Admin.
Zurich, Switzerland11-2018
Business English Certificate High , Level C1 -
University of Cambridge
Zurich06-2014
Certificate in Advanced English , Level C1 -
University of Cambridge
02-2014
Diploma in Banking - Banking & Finance
AKAD
Chur, Switzerland08-2011
Certified Fund Officer -
IAF
Zurich, Switzerland06-2007
Baccalaureate -
Berufs- und Weiterbildungszentrum
Buchs, Switzerland09-2004
Apprenticeship - Banking
Liechtensteinische Landesbank
Vaduz, Liechtenstein08-2003
Skills
- 16 years of experience in Private Banking and Wealth management
- Strong knowledge of investment products and wealth management solutions
- Private Banking operations and administrative support
- Trade execution and securities transaction processing
- Corporate actions and cash management
- Strong knowledge of KYC/AML, regulatory compliance and client documentation
- Advanced Avaloq and Microsoft Office skills
- Proactive with a strong solutions-focused mindset
- Highly organised with outstanding time management skills
- Excellent communication and interpersonal skills
Languages
German
Native
Native
English
Advanced (C1)
C1
Timeline
Relationship Manager
LGT Bank (Switzerland) Ltd.
01.2026 - Current
Client Relationship Officer
LGT Bank (Switzerland) Ltd.
01.2021 - 12.2025
Assistant Relationship Manager
LGT Bank (Switzerland) Ltd.
10.2016 - 12.2020
Assistant Relationship Manager
LGT Bank (Switzerland) Ltd.
10.2015 - 10.2016
Employee Wealth Management Service Line
UBS
09.2014 - 09.2015
Assistant Relationship Manager
LGT Bank Ltd.
08.2012 - 07.2014
Relationship Manager
LGT Bank Ltd
01.2009 - 08.2012
Fund Administrator / Accountant
IFM, Independent Fund Management Ltd.
11.2004 - 12.2008
Certified Wealth Management Advisor -
SAQ Swiss Association For Quality
Master of Advanced Study - Banking And Finance
University of Applied Science in Business Admin.
Business English Certificate High , Level C1 -
University of Cambridge
Certificate in Advanced English , Level C1 -
University of Cambridge
Diploma in Banking - Banking & Finance
AKAD
Certified Fund Officer -
IAF
Baccalaureate -
Berufs- und Weiterbildungszentrum
Apprenticeship - Banking
Liechtensteinische Landesbank