Private Banking Assistant
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.
Private Banking Assistant (Geneva)
For our Saudi Arabia team in Geneva, we are looking for a Private Banker Assistant.
YOUR ROLE
- Support Private Bankers in clients’, administrative and commercial activities, to ensure a service of excellence to a UHNW and HNW demanding clientele.
- Provide information to clients about their portfolios.
- Verify, process and place transfer and all market orders in the system as per client instructions, and follow up.
- Liaise with internal services to ensure timely and accurate execution/resolution of clients’ requests.
- Manage in an impeccable way account openings and proactively process and follow account openings, monitoring of the accounts, cash management, overdrafts.
- Proactively deal with all administrative tasks (filing/recording of documentation and KYC, FCRM alerts monitoring, documentation update etc.) in collaboration with Private Bankers.
- Prepare under the guidance of the Private Bankers, presentation material for client meetings and for business development activities.
- Deal with clients’ mailing.
- Support clients with on-line access.
YOUR PROFILE
- Academic or commercial education in the financial field.
- Minimum 5 years’ experience in banking, in a similar role.
- Advanced knowledge of the Microsoft Office suite, in particular Excel and Powerpoint (follow-up of complex tables, creation of presentations and reports, etc.), ideally knowledge of the G2 in-house tool.
- Perfect command of English and French.
- Very good knowledge of Private Banking services (Lombard Loans, Portfolio Management, Life Insurance, etc.)
- Pleasant personality, ability to integrate into an existing team and to work as part of a team, open-mindedness.
- Commercial spirit, and excellent presentation. Strong resistance to stress, ability to multi-task and prioritise workload. Strong sense of confidentiality.
- Domicile 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.
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