Senior Private Assets Client Services Specialist

Senior Private Assets Client Services Specialist page is loaded## Senior Private Assets Client Services Specialistlocations: Genevatime type: Full timeposted on: Posted Todayjob requisition id: R0006438A 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.We are seeking a Senior Private Assets Client Services Specialist to focus on planning, building, actively developing and coordinating the sales and promotion of private assets solutions and products to private clients.The role will be based in Geneva or Zurich and will report to the Head of Client Services, Private Assets, within Investment Solutions.**Senior Private Assets Client Services Specialist**Your role* Drive the effective distribution of private assets across the private banking business.* Participate alongside private bankers and investment portfolio managers in client meetings. Interact with clients and act as the asset class specialist in close collaboration with the broader Private Assets team.* Ensure adequate representation of private assets within IS investment views, strategy, asset allocation grids and mandate profiles.* Train private bankers, investment specialists, portfolio managers about the nature of private assets* Contribute to create effective and impactful marketing materials.* Project management: design distribution roadmaps, identify required legal structures, regulatory distribution requirements and constraints, understand tax implications, define operational processes, and set procedures for successful delivery* Ensure the review of risks, issues and dependencies that could impact deliveryYour profile* More than 8 years of relevant work experience in a private equity sales or private equity investments* Understanding of private banking environment, products, technology and financial instruments* A proven self-starter; ability to operate independently and with limited oversight* Able to prioritise in a fast-moving, high-pressure environment* High degree of business and commercial awareness, strong sales skills* Good team player with a strong willingness to contribute to common efforts and help others* Fluent in English; German would be a plus* Excellent communication (written and verbal), networking and presentation skills* Willingness to travel**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.**locations: Genevatime type: Full timeposted on: Posted TodayHelp us build the bank of tomorrow. Lombard Odier’s purpose is to preserve and grow our clients’ assets over time. With a history spanning over 220 years, we have served our clients for over seven generations, weathered 40 financial crises and ceaselessly innovated to offer best in class, sustainable services to our clients.## **our mission to you.**Lombard Odier is an employer of choice. We are committed to providing a stimulating work environment where creativity and innovation are encouraged for improving business opportunities and effectiveness.## **our culture.**At Lombard Odier, we understand that our people are a precious resource. That’s why we’ve focused on creating an atmosphere where every unique individual can flourish and work together to achieve our goals. Building an environment where our teams can be inspired, “rethink everything” and thrive in a positive, energetic setting, is the essence of our culture.## **diversity and inclusion.**We are an equal opportunities employer. As an EDGE (Economic Dividends for Gender Equality) certified organisation, we aspire to create an optimal workplace for women and men, and help them benefit from it. EDGE is the leading global standard for measuring gender equality in the workplace.## **training**.If our people improve, we improve. That’s why at Lombard Odier, we offer all the support employees need to take responsibility for their own personal and professional development. This sums up our desire to recognise and promote the talents of each and every employee in keeping with our values. Our commitment to valuing and fostering skills and know-how is what underpins our diverse and high-quality training programme.
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