EAM Banker
vor 1 Woche
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.
Our External Wealth Managers/EAM department in Zurich is looking for an experienced EAM Banker/Developer.
The candidate will join a dynamic and growing team, within the Private Clients unit, dedicated to the development and service of our external partners.
Your mission:
- Grow the team's book through the development of the existing partnerships and/or new partnerships.
- Offer a premium service to a demanding professional clientele and ensure direct responsibility of a book of clients, from commercial, technical and operational perspectives.
- Present the bank's full offering, tools, services and solutions.
- Ensure impeccable monitoring of files with proactivity and independence.
- Liaise with internal services to provide high-quality responses to clients and partners.
- Verify and place transfer and market orders.
- Ensure impeccable compliance and legal management and monitoring.
Your profile:
- Proactive and commercial mindset, very good communication and presentation skills, strong self-motivation and sense of service.
- Minimum ten years' experience in a similar role, in an EAM environment.
- Very good ability to work in a team, demanding, strong ability to multitask.
- German mother tongue, very good level of English. French an asset.
- Academic or commercial training related to the financial sector.
- Strong sense of confidentiality.
- Good IT level (MS Office), ideally knowledge of the G2 in-house tool.
- CWMA mandatory or to be obtained within 6 months.
- Residence in Switzerland.
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.
#J-18808-Ljbffr-
EAM Banker
vor 3 Wochen
Zürich, Zürich, Schweiz Banque Lombard Odier & Cie SA VollzeitWer sich für eine Karriere bei Lombard Odier entscheidet, ist für einen renommierten, globalen Vermögensverwalter und Asset Manager tätig, der sich auf nachhaltige Investitionen fokussiert. Wir sind eine unabhängige und innovative Bank erster Wahl für private und institutionelle Kunden. Unsere Gruppe ist eine der bestkapitalisierten weltweit. Wir...
-
EAM Banker
vor 2 Wochen
Zürich, Zürich, Schweiz Lombard Odier VollzeitA 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...
-
EAM-Experte/in
vor 16 Stunden
Zürich, Zürich, Schweiz Michael Page International (Switzerland) SA VollzeitHintergrundinformationenUnser Unternehmen ist eine führende, global ausgerichtete Bank mit starker Präsenz in der Schweiz. Wir bieten eine breite Produktpalette und flexible Arbeitszeiten. Unsere Mitarbeiter profitieren von einer marktgerechten Entlohnung und einem vielfältigen Umfeld.JahresumsatzInternational agierende...
-
Swiss Private Banker
vor 4 Stunden
Zürich, Zürich, Schweiz Investec VollzeitInvestec is a distinctive Specialist Bank serving clients principally in the UK and South Africa. Our culture gives us our edge: we work hard to find colleagues who'll think out of the ordinary and we put them in environments where they'll flourish. We combine a flat structure with a focus on internal mobility. If you can bring an entrepreneurial spirit...
-
Relationship Manager
vor 19 Stunden
Zürich, Zürich, Schweiz Michael Page International (Switzerland) SA VollzeitÜbernahme eines existierenden Kundenbuchs in einem dynamischen UmfeldInternationale Bank in ZürichFirmenprofilUnser Kunde ist eine führende, global ausgerichtete Bank mit starker Präsenz in der Schweiz, die sich auf Vermögensverwaltung und massgeschneiderte Finanzlösungen für anspruchsvolle Privatkunden und unabhängige Vermögensverwalter (EAMs)...
-
Private Banker
Vor 6 Tagen
Zürich, Zürich, Schweiz DES Capital Vollzeit1 day ago Be among the first 25 applicantsDirect message the job poster from DES CapitalFounder, President & CEO at UHG (Transatlantic Healthcare Consortium) & DES Capital (Leading Swiss Private Banking Consulting Firm)Exclusive Opportunity with DES Capital: Senior Private BankerElevate your career to new heights by joining a prestigious private bank or one...
-
Vermögensverwaltungsexperte
Vor 2 Tagen
Zürich, Zürich, Schweiz Michael Page International (Switzerland) SA VollzeitÜber unsWir bieten innovative Technologien für Family Offices, Banken und unabhängige Vermögensverwalter an. Unser Fokus liegt auf Effizienz, Automatisierung und Benutzerfreundlichkeit.StellenbeschreibungVertrieb von innovativen Softwarelösungen SaaS (Software-as-a-Service)Akquise und Betreuung von Family Offices, Banken und unabhängigen...
-
Technical Lead
Vor 6 Tagen
Zürich, Zürich, Schweiz Novo Nordisk A S VollzeitAbout Lombard OdierLombard Odier is an investment house providing a comprehensive range of portfolio management, wealth services, and custody solutions. We offer asset management services and investment strategies through our subsidiary, Lombard Odier Investment Managers.Our External Wealth Managers/EAM department in Zurich is looking for an experienced EAM...
-
EAM Banker and Developer Position
Vor 6 Tagen
Zürich, Zürich, Schweiz Novo Nordisk A S VollzeitKey ResponsibilitiesThe successful candidate will be responsible for:Developing and servicing external partnerships.Providing high-quality services to clients and partners.Presenting the bank's full range of offerings, tools, and solutions.Maintaining accurate and up-to-date records of client interactions.Liaising with internal services to ensure seamless...
-
Financial Services Professional
Vor 3 Tagen
Zürich, Zürich, Schweiz Investec VollzeitAt Investec, we are a specialist bank serving clients primarily in the UK and South Africa. Our unique culture sets us apart: we strive to find exceptional individuals who think differently and place them in environments where they can thrive.We combine a flat structure with a focus on internal mobility. If you bring an entrepreneurial spirit and a desire to...
-
Senior Product Development Professional
Vor 6 Tagen
Zürich, Zürich, Schweiz Novo Nordisk A S VollzeitAbout UsWe are a renowned global wealth and asset manager, focused on sustainable investing. Our innovative bank offers a comprehensive range of discretionary and advisory portfolio management, wealth services, and custody solutions.With over 225 years of history, we provide advanced banking technology to other financial institutions. Our Philosophy is...
-
Banking Software Sales
Vor 2 Tagen
Zürich, Zürich, Schweiz Michael Page International (Switzerland) SA VollzeitSpannende Verkaufsposition mit innovativen Produkten für FinanzdienstleisterDynamisches Fintech in ZürichFirmenprofilUnser Kunde ist ein führender Anbieter von Softwarelösungen für die Vermögensverwaltung und bietet innovative Technologien für Family Offices, Banken und unabhängige Vermögensverwalter. Mit einem starken Fokus auf Effizienz,...
-
External Asset Manager and Banking Expert
Vor 6 Tagen
Zürich, Zürich, Schweiz Novo Nordisk A S VollzeitOur TeamWe are a diverse and inclusive team united by a shared commitment to excellence. Our Maison's DNA is defined by five core values: Excellence, Innovation, Respect, Integrity, and One Team.We promote a responsible and supportive employer culture, encouraging internal mobility and individual upskilling programs. Diversity, Equity, and Inclusion are...
-
Senior Product Development Engineer
Vor 6 Tagen
Zürich, Zürich, Schweiz Novo Nordisk A S VollzeitA 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...
-
Private Banking Specialist
Vor 6 Tagen
Zürich, Zürich, Schweiz DES Capital VollzeitTake your career to new heights by joining DES Capital, a leading Swiss private banking consulting firm. As a seasoned senior private banker with experience covering Europe, the Middle East, Latin America, the UK, or Africa, you'll have the opportunity to elevate your expertise and thrive in a dynamic environment.Exclusive OpportunityElevate your career by...
-
Finanzberater für Onboarding und Compliance
Vor 6 Tagen
Zürich, Zürich, Schweiz coni+partner AG Vollzeitconi+partner ist ein seit langem bestehendes Beratungshaus, das sich auf die passgenaue Besetzung von Positionen spezialisiert hat. Unsere Stärke liegt in der genauen Betrachtung fachlicher Kompetenzen, Referenzen und «soft skills» der Kandidaten.Unser Kunde ist ein Bank-Konzern mit Hauptsitz in Zürich. Wir suchen einen Finanzberater als Specialist...
-
Specialist Onboarding UHNWI
vor 3 Wochen
Zürich, Zürich, Schweiz coni+partner AG Vollzeitconi + partner ist ein seit 1993 bestehendes Beratungshaus mit Sitz in Zürich und Niederlassungen in Düsseldorf und Shanghai. Unsere Stärke ist die passgenaue Besetzung von Positionen entsprechend der Unternehmenskultur, unter genauer Betrachtung fachlicher Kompetenzen, Referenzen und «soft skills» der Kandidaten.Unser Kunde ist das Private Banking...
-
Specialist Onboarding Private Banking
vor 2 Wochen
Zürich, Zürich, Schweiz coni+partner AG Vollzeitconi + partner ist ein seit 1993 bestehendes Beratungshaus mit Sitz in Zürich und Niederlassungen in Düsseldorf und Shanghai. Unsere Stärke ist die passgenaue Besetzung von Positionen entsprechend der Unternehmenskultur, unter genauer Betrachtung fachlicher Kompetenzen, Referenzen und «soft skills» der Kandidaten.Unser Kunde ist das Private Banking...
-
Servicetechniker Ausland
vor 1 Woche
Zürich, Zürich, Schweiz Coopers Group GmbH VollzeitIm Auftrag unseres Kunden, einem spezialisierten Finanzdienstleistungsunternehmen, das vermögenden Privatpersonen, Unternehmerfamilien und institutionellen Kunden maßgeschneiderte Lösungen in den Bereichen Investmentmanagement, Finanzplanung und Private Market Investments bietet, suchen wir per sofort oder nach Vereinbarung eine erfahrene Person für die...
-
Specialist Onboarding
vor 1 Woche
Zürich, Zürich, Schweiz coni+partner AG Vollzeitconi + partner ist ein seit 1993 bestehendes Beratungshaus mit Sitz in Zürich und Niederlassungen in Düsseldorf und Shanghai. Unsere Stärke ist die passgenaue Besetzung von Positionen entsprechend der Unternehmenskultur, unter genauer Betrachtung fachlicher Kompetenzen, Referenzen und «soft skills» der Kandidaten.Unser Kunde ist das Private Banking...
