Private Banking Assistant

Vor 4 Tagen

Genf, Genf, Schweiz Banque Lombard Odier & Cie SA Vollzeit
Wer 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 verwalten rund CHF 300 Milliarden und sind auf vier Kontinenten von über 25 Niederlassungen aus tätig.

Mit unserer über 225-jährigen Geschichte sind wir ein Investmenthaus mit umfassendem Angebot an diskretionärer und beratender Portfolioverwaltung sowie Finanzdienstleistungen. Unsere hochmoderne Technologie-Plattform vermarkten wir auch erfolgreich an andere Finanzinstitute. Über Lombard Odier Investment Managers bieten wir Vermögensverwaltungsdienstleistungen und Anlagestrategien an.

"Rethink Everything" ist unsere Philosophie – sie steht im Zentrum unseres Handelns. Wir sind durch mehr als 40 Finanzkrisen stärker geworden, indem wir die Welt um uns herum ständig neu gedacht haben. So bieten wir unseren Kundinnen und Kunden stets neue Anlageperspektiven.

Within our New Markets in Geneva, we are looking for a Private Banker Assistant.

The candidate will join a dynamic and growing team and work closely with a Senior Private Banker to offer a premium service to our private clients.

Private Banking 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.
- English and French very fluently spoken and written; Arabic optional
- 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.
- 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 prioritize workload. Strong sense of confidentiality.
- Domicile in Switzerland.

Fünf Werte definieren die DNA unseres Hauses. Exzellenz motiviert uns, die Besten unseres Gebiets zu sein, und Innovation ermöglicht unseren Fortschritt. Respekt ist das Fundament unserer Interaktionen, und Integrität leitet unser Handeln. Gemeinsam sind wir One Team, das sich mit leidenschaftlichem Engagement in den Dienst unserer Kundinnen und Kunden stellt.

Wir fördern eine inklusive und integrative Arbeitsumgebung für unsere Mitarbeitenden. Vielfalt, Gleichberechtigung und Inklusion sind fest in unserem Unternehmensleitbild 'La Maison' verankert und wir sind bestrebt, dass unsere Mitarbeitenden sowohl ihre beruflichen als auch ihre persönlichen Ziele verwirklichen können. Wir fördern interne Karrierewege durch individualisierte und kompetenzbasierte Trainingsangebote. Wir sind fest davon überzeugt, dass der Aufbau vielfältiger Teams zu unserem nachhaltigen Erfolg beiträgt und daher Fundament unserer Unternehmensstrategie ist.

Es ist eine tolle Gelegenheit, um Teil des Teams zu werden. Alle Bewerbungen werden streng vertraulich behandelt.

  • Private Banking Specialist Role

    Vor 4 Tagen

    Genf, Genf, Schweiz LGT – Private Banking und Asset Management Vollzeit

    We are seeking a highly skilled Business Development Professional to join our team at LGT – Private Banking und Asset Management. As a leading Private Banking and Asset Management Group, we offer a unique opportunity to work with a diverse range of clients and develop your skills in client acquisition.About the RoleThis role will involve developing your...

  • Private Banking Assistant

    Vor 2 Tagen

    Genf, Genf, Schweiz Lombard Odier Group Vollzeit

    Private Banking Assistant page is loadedPrivate Banking AssistantApply locations Geneva time type Full time posted on Posted 3 Days Ago job requisition id R0005803A 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...

  • Private Banking Assistant

    Vor 3 Tagen

    Genf, Genf, Schweiz Lombard Odier Vollzeit

    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...

  • Private Banking Specialist

    vor 1 Tag

    Genf, Genf, Schweiz Lombard Odier Group Vollzeit

    Job OverviewThe Lombard Odier Group is a renowned global wealth and asset manager, dedicated to providing exceptional services to its clients. As a Private Banking Assistant, you will be part of a dynamic team that delivers innovative solutions and expertise to private and institutional clients.As a key member of our New Markets team in Geneva, you will work...

  • Private Banking Specialist

    Vor 3 Tagen

    Genf, Genf, Schweiz Lombard Odier Vollzeit

    Lombard Odier is a renowned global wealth and asset manager with a strong focus on sustainable investing. Our innovative bank provides a comprehensive offering of discretionary and advisory portfolio management, wealth services, and custody to private and institutional clients.We are seeking a Private Banker Assistant to join our dynamic team in Geneva. The...

  • Private Wealth Manager Assistant

    vor 1 Tag

    Genf, Genf, Schweiz Lombard Odier Group Vollzeit

    About UsThe Lombard Odier Group is a leading global wealth and asset manager, committed to delivering exceptional services to its clients. Our team of experts provides innovative solutions and expert advice to private and institutional clients, helping them achieve their financial goals.We value diversity, equity, and inclusion, promoting a work environment...

  • Private Banking Specialist

    Vor 4 Tagen

    Genf, Genf, Schweiz Banque Lombard Odier & Cie SA Vollzeit

    Lombard Odier & Cie SA is a renowned global wealth management firm, dedicated to delivering exceptional investment solutions to high-net-worth individuals and families. As a Private Banking Specialist, you will be part of a dynamic team that provides premium service to our discerning clients.Key Responsibilities:Support Senior Private Bankers in...

  • Private Banking Marketing Manager

    vor 23 Stunden

    Genf, Genf, Schweiz Lombard Odier Vollzeit

    We are looking for a seasoned marketing manager to join our Private Banking team. As a key member of the team, you will be responsible for developing and executing marketing strategies that effectively position our value proposition across key markets.Your primary responsibilities will include supporting the implementation of the Private Banking marketing...

  • Private Banking Relationship Manager

    vor 23 Stunden

    Genf, Genf, Schweiz Michael Page International (Switzerland) SA Vollzeit

    About Our Client">We are currently looking for a Private Banking Relationship Manager to join our team at Michael Page International (Switzerland) SA. As a key member of our team, you will be responsible for building and maintaining relationships with high-value clients across the institutional sector.">Job Description">">This role is an exciting opportunity...

  • Compliance Director Private Banking

    Vor 6 Tagen

    Genf, Genf, Schweiz Michael Page Switzerland Vollzeit

    Job Opportunity:We are seeking a Compliance Director Private Banking to join our team at Michael Page Switzerland in Geneva.The successful candidate will have a strong background in private banking and regulatory compliance, with excellent leadership and communication skills. This role involves ensuring the bank's operations comply with all regulatory...

  • Private Banking Governance Specialist

    Vor 6 Tagen

    Genf, Genf, Schweiz Michael Page Switzerland Vollzeit

    Job Summary:We are seeking a Private Banking Governance Specialist to join our team at Michael Page Switzerland in Geneva.The successful candidate will have a strong background in private banking and regulatory compliance, with excellent analytical and problem-solving skills. This role involves ensuring the bank's operations comply with all regulatory...

  • CRM Assistant in Private Banking Switzerland

    Vor 5 Tagen

    Genf, Genf, Schweiz J Safra Sarasin Vollzeit

    Your role As a CRM Assistant in Private Banking you will support the Client Relationship Managers in their day-to-day tasks in the areas of trading, marketing, and administration. You will be a key element of the Swiss team in our Geneva office.  Your responsibilities Provide day-to-day support to CRMs and to the Desk Head in administrative and...

  • Private Banking Leader

    Vor 5 Tagen

    Genf, Genf, Schweiz DES Capital Vollzeit

    Establish yourself as a respected leader in the private banking industry by assuming the Head of Private Banking role at DES Capital. As a seasoned senior private banker, you will have the opportunity to elevate your career and take on new challenges while maintaining close relationships with (Ultra) High Net Worth clients.This exclusive position is designed...

  • Private Banking Executive

    Vor 5 Tagen

    Genf, Genf, Schweiz DES Capital Vollzeit

    A rare opportunity awaits you to leverage your skills and experience as a senior private banker in a leading Swiss private banking consulting firm. Join our esteemed organization and take advantage of a competitive compensation package, including an above-market base salary and bonus payout.Your Profile:Current experience in a Private Bank, External Asset...

  • Head of Private Banking

    Vor 6 Tagen

    Genf, Genf, Schweiz DES Capital Vollzeit

    1 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: Head of Private BankingElevate your career to new heights by joining a prestigious private bank in...

  • Senior Marketing Professional – Private Banking

    vor 23 Stunden

    Genf, Genf, Schweiz Lombard Odier Vollzeit

    Lombard Odier, a renowned global wealth and asset manager, is seeking an experienced marketing professional to join its Private Banking team. As a key member of the team, you will play a vital role in developing and executing marketing strategies that effectively position our value proposition across key markets.Your primary responsibilities will include...

  • Client Acquisition Expert Career

    Vor 4 Tagen

    Genf, Genf, Schweiz LGT – Private Banking und Asset Management Vollzeit

    We are looking for a highly motivated and experienced Relationship Manager to join our team at LGT – Private Banking und Asset Management. As a leading Private Banking and Asset Management Group, we offer a unique opportunity to work with a diverse range of clients and develop your skills in client acquisition.About the RoleThis role will involve...

  • Private Banking Executive

    Vor 4 Tagen

    Genf, Genf, Schweiz DES Capital Vollzeit

    About the Opportunity\We are seeking a seasoned Senior Private Banker to join our team of experienced professionals at DES Capital. As a key member of our organization, you will have the opportunity to work with high-net-worth individuals and families, providing personalized wealth management solutions and building strong relationships.\The ideal candidate...

  • Relationship Manager Position

    Vor 4 Tagen

    Genf, Genf, Schweiz LGT – Private Banking und Asset Management Vollzeit

    LGT – Private Banking und Asset Management is the world's largest family-owned and managed Private Banking and Asset Management Group. For more than a century, it has been fully owned and managed by the Princely House of Liechtenstein, one of our key clients.About LGTWith around 600 employees, LGT Bank Switzerland has established itself as a renowned Swiss...

  • Private Banking Compliance Professional

    vor 13 Stunden

    Genf, Genf, Schweiz Deutsche Bank Vollzeit

    About the Role:We are looking for a Document Specialist to join our Client Lifecycle Management (CLM) team in the Middle East.Key Responsibilities:Conduct detailed reviews of client documentation to ensure compliance with regulatory and internal policies.Analyze and assess complex client structures, providing feedback to the Front Office on account openings...