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External Asset Manager

vor 1 Woche


Zürich, Zürich, Schweiz Lombard Odier Vollzeit

As a Senior Wealth Management Specialist, you will be part of a dynamic and growing team within the Private Clients unit, dedicated to the development and service of external partners. You will be responsible for presenting the bank's full offering, tools, services and solutions to clients and partners.

You will also be responsible for ensuring impeccable monitoring of files with proactivity and independence, liaising with internal services to provide high-quality responses to clients and partners. Additionally, you will grow the team's book through the development of existing partnerships and/or new partnerships.

The ideal candidate will have a German mother tongue, very good level of English and French as an asset. Academic or commercial training related to the financial sector is required. A strong sense of confidentiality, good IT level (MS Office) and knowledge of the G2 in-house tool are essential. CWMA is mandatory or to be obtained within 6 months. Residence in Switzerland is required.