Specialist for Private Banking Compliance
vor 3 Wochen
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.
“Particularly, the Multi Entity Booking Services Specialist is responsible for Swiss booking activities on client accounts, and operates required custodian duties, in interaction with the Banker in charge.
The specialist deploys an excellent day to day service to clients and bankers and a robust governance. The Multi Entity Booking Services Specialist reports to the Group Multi Entity Service Owner, within the CP/COO department.
Business and Banker Support (Swiss Accounts)
Act as a specialist on Group and Swiss account management matters (trainings, meetings, etc.).
Coordinate with product specialists for specific product and offer deployment.
Client Relationship Support – Account Opening and Lifetime
Assist bankers with administrative tasks and documentation (e.g., receiving and reviewing account opening documents, change of circumstances, KYC reviews).
Perform required administrative custodian duties and prepare client communications.
Monitor liquidity and support account closures.
Compliance with Lombard Odier Expectations
Understand and adhere to Lombard Odier's risk control framework.
Comply with legal, regulatory, and internal requirements.
Strong skills in the financial services industry, in particular in International Private Banking operations and bank account management.
Minimum of 5 to 10 years of relevant experience in client relationship, business support, services management, or banking operations.
Banking degree (Diplôme de l'Ecole de Commerce, CFC), HEC, HEG or bachelor’s degree (or equivalent) required or evidence of comparable academic / work achievement.
Fluent in French and English. Other language a plus (Spanish and/or Portuguese is an asset).
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.
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