A career at
Lombard Odier
means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing.
An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents.
With a history spanning over 225 years,
Lombard Odier
is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody.
We also offer asset management services and investment strategies through
Lombard Odier Investment Managers
and provide advanced banking technology to other financial institutions.
Rethink Everything" is our philosophy
– it is at the heart of everything we do.
We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients.
Private Banker Assistant (6-month contract)
Provide support to Private Bankers and management (COO) on all client-focused operations.
Assist with client administration and client management, organise workflows and ensure that processes remain timely as well as efficient and effective.
YOUR ROLE:
Support Private Bankers with administrative duties pertaining to the clients' accounts
Account opening process, daily monitoring of the accounts, cash management, overdraft monitoring, act as first contact for all administrative KYC file documentation
Process transfer orders and deal with client correspondence and all administrative matters
Ensure appropriate filling/recording of documentation of all client account documentation
Liaise with internal service providers within the company to ensure timely and accurate execution/resolution of clients' request
Notify Bankers of documentation issues/pending items encountered in the course of the development of business by the Private Bankers
Deal with the specific mailing for the clients (welcome pack, fiscal statements, specific mailing, etc.)
Support COO in operational matters including change management (e.G. regulatory) and strategy.
Assist in the implementation of remediations and projects linked to client related topics
Contribute to the correct accomplishment of the bank's legal responsibilities and risk management
Support to Compliance department on tasks related to onboarding and account monitoring
YOUR PROFILE:
Qualification / education :
Fluent in English
Bachelor Degree Level a plus
Experience
Working in an international, multicultural environment
History of direct client interaction and ability to maintain a professional approach at all times
Competencies / soft skills:
Organization with ability to prioritize workload accordingly
A first-rate communicator
Detailed-oriented
Client oriented
Stress resilient
Our Maison's DNA
is defined by five core values.
Excellence
drives us to be the best at what we do, while
Innovation
fuels our progress.
Respect
underpins every interaction, and
Integrity
shapes our actions.
Together, we are
One Team
, united in serving our clients with unwavering dedication.
As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates.
Diversity, Equity and Inclusion
are woven into the fabric of our Maison's DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs.
We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy.
It is an exciting time to join our Teams.
All applications will be handled in the strictest confidence.