Client Lifecycle Management Officer

vor 4 Wochen


Vernier, Genf, Schweiz Lombard Odier Vollzeit
Job Description

Lombard Odier is a renowned global wealth and asset manager dedicated to sustainable investing. Our company offers a comprehensive range of discretionary and advisory portfolio management, wealth services, and custody. As an innovative bank, we prioritize a smooth and efficient client onboarding experience.


Key Responsibilities

  • Process account openings, ensuring adherence to regulatory requirements and maintaining the highest standards.
  • Assess documentation quality, client suitability, and cross-border aspects, as well as tax compliance and fiscal requirements.
  • Perform due diligence checks, including CDB, KYC, AML, and tax reviews, to ensure regulatory compliance.
  • Collaborate with front office teams to provide guidance on material risks and formal aspects of account openings.
  • Act as a CLM Onboarding ambassador when liaising with tax, compliance, and legal teams.

Requirements

We seek a highly skilled professional with:



  • University degree in law and/or recognized certification in compliance.
  • At least 5 years of experience in the field.
  • Advanced knowledge of CDB, LBA, FATCA, CRS, and suitability.
  • Excellent communication and problem-solving skills.
  • Fluency in spoken and written French and English.

Our Values

Lombard Odier is committed to excellence, innovation, respect, and integrity. We foster a diverse and inclusive work environment, promoting internal mobility and individual upskilling programs.


Join Our Team

We are an equal opportunities employer and welcome applications from diverse candidates. All applications will be handled in the strictest confidence.



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