Private Banker Assistant
Vor 3 Tagen
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.
Working as a core member of the Grandes Familles team, the individual will primarily provide top quality support for one senior private banker making an active contribution to our team success.
The individual is expected to have a client-centric approach, develop a thorough understanding of our firm’s value proposition, and cultivate close working relationships.
Private Banker Assistant
Your role :
- Support Senior banker in the administration and management of UHNWI’s client book on a daily basis. - Contribute to maintaining and improving a very high quality service in a challenging UHNWI environment (i.e. multi-jurisdiction, complex structure, sophisticated investments, demanding clients). - Thanks to strong skill sets, prepare and support the production of frequent tailored/ detailed clients’ presentations and reporting. - Collaborate with bankers assistants in our admin. remediation - ensuring compliance with all our internal operational duties. - Team-up regularly and efficiently across all our organization mainly our investment solution, risk management, operations, wealth planning, compliance, and legal teams. Develop a high level of competency on bank offerings. - Ensure that the quality of information delivered to clients meets high standards (meeting restitutions, information input into CRM, etc.).
Your profile :
- Bachelor degree - Excellent level of English and French (written and oral). - Proficient in Microsoft Office, Excel and PowerPoint. - Intellectual curiosity - Strong analytical skills - Excellent attention to detail. - Ability to perform under pressure and meet tight deadlines. - Outstanding interpersonal, communication skills and ability to communicate concisely; - Strong interest in investments, with a solid understanding of core asset classes. - CWMA compulsory or to pass within 6 months.
If you recognize yourself in this description, then please do apply. We look forward to hearing from you.
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.
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