Private Banker Assistant

vor 2 Wochen

Geneve, Schweiz Lombard Odier & Cie Vollzeit

A career at the Lombard Odier Group is something to be proud of. Our mission is to protect and grow our clients’ wealth - but not by any means necessary. Sustainability is at the heart of everything we do and we treat our clients’ wealth as if it were our own. We protect our clients’ assets for the long-term using expertise and innovation, all underpinned by our Rethink Everything philosophy. Our colleagues are the foundation of our success. We employ people at different life stages, from graduates to executive level leaders. The one thing they all have in common is that they seek to challenge the status quo, are imaginative and have the ability to offer a fresh perspective.

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.

If you recognise yourself in this description, then please do apply. We look forward to hearing from you.

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