Strategic Fiduciary Expert with Proven Tax Experience

vor 2 Wochen


Onex, Genf, Schweiz Lombard Odier Vollzeit
About Us

Lombard Odier is a renowned investment house with a rich history spanning over 225 years. As one of the best-capitalized banking groups in the world, we manage close to CHF 300 billion and operate from over 25 offices across 4 continents.

We offer a comprehensive range of services, including discretionary and advisory portfolio management, wealth services, custody, asset management, and investment strategies through Lombard Odier Investment Managers. Our cutting-edge banking technology also enables us to provide advanced services to other financial institutions.

Our Offer

We are seeking an experienced Strategic Fiduciary Expert to join our team. This role will involve supervising various fiduciary activities and preparing tax declarations for key clients of Lombard Odier Bank. You will be responsible for maintaining regular contact with clients, bankers, and LO Patrimonia colleagues.

To succeed in this position, you should have a Bachelor's degree in Law or a related field and be certified as an Agent Fiduciare. Prior experience in managing a team would be an asset, as well as proficiency in French and English languages (German being a plus). We value diversity and strive to create an inclusive work environment.

Responsibilities
  • Supervise various fiduciary activities
  • Prepare tax declarations for key clients
  • Maintain regular contact with clients, bankers, and LO Patrimonia colleagues
Requirements
  • Bachelor's degree in Law or a related field
  • Certified Agent Fiduciare
  • Prior experience in managing a team (an asset)
  • Proficiency in French and English languages (German being a plus)
Benefits

We offer a competitive salary package, including a base salary estimated at CHF 80,000 - 120,000 per year, depending on experience and qualifications. Other benefits include opportunities for professional growth, a dynamic work environment, and a chance to work with a leading investment house.



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