Luxury Banking Professional
Vor 2 Tagen
Company Overview:
Lombard Odier is a renowned global wealth and asset manager with a strong focus on sustainable investing. As an innovative bank of choice for private and institutional clients, our independently owned Firm operates from over 25 offices across 4 continents.
We offer a comprehensive range of discretionary and advisory portfolio management, wealth services, and custody solutions through our subsidiaries. Our investment house also provides advanced banking technology to other financial institutions, driven by our philosophy 'Rethink Everything.'
With a history spanning over 225 years, 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.
Job Description:
We are seeking a Private Banking Assistant to join our Swiss Domestic Market team in Zurich. The ideal candidate will be responsible for supporting and relieving our client advisors, handling customer orders, and providing exceptional customer service.
Key responsibilities include:
- Executing customer orders (trades, currency transactions, account openings, and settlements)
- Maintaining excellent communication with clients via phone and in-person interactions
- Prioritizing and processing customer visits and business trips
- Creating presentations and managing general correspondence in English and German
Required Skills and Qualifications:
To succeed in this role, you will need:
- A completed commercial education or relevant experience in a similar function within the banking sector
- Excellent knowledge of MS Office products
- Independent and well-structured work approach, rapid comprehension, connected thinking, and high responsibility
- Very good German and English language skills (French is an asset)
Benefits:
We offer a comprehensive package including:
- Thorough onboarding and training program
- Opportunity to develop broad professional expertise
- Collaborative, interdisciplinary working environment
- Modern workplace and systems
Our Values:
Lombard Odier's DNA is defined by five core values: Excellence, Innovation, Respect, Integrity, and One Team. We strive to create a diverse and inclusive work environment where employees can grow both personally and professionally.
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