Investment Advisor

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 across 4 continents.
 

With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions.
 

"Rethink Everything" is our philosophy – it is at the heart of everything we do. 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.

With more than 200 professionals, our Investment Solutions department is responsible for providing sophisticated and customised investment proposals to our private clients. In this context, we are seeking an experienced Investment Advisor to join our wealth management team in Geneva.

YOUR ROLE

• Actively manage, monitor and review advisory portfolios for South Europe and Latin America regions.
• Offer clients and bankers portfolio advisory services, in accordance to Lombard Odier's view as well as clients' constraints and preferences.
• Prepare and present in a compelling manner investment proposals, reports and presentation to clients and prospects.
• Contribute to the development of the investment offering and client book through strong commercial support to bankers.
• Master the investment solutions offering of the bank, in order to advise the bankers and clients in the most adapted manner.
• Maintain a high degree of knowledge on financial markets, traditional and alternative assets, investment strategy and portfolio management as well as market trends, particularly in the regions of coverage.
• Ensure compliance with all regulatory requirements and internal policies.

YOUR PROFILE 

• Bank or university education and/or recognised diploma in investment (CFA an asset).
• Minimum 7 years' proven track record in portfolio management, ideally in an emerging markets environment.
• Excellent customer presentation, client service and communication skills. Strong commercial awareness.
• Strong analytical and quantitative skills, flexibility and autonomy, ability to acquire and share skills.
• Team player, with ability to acquire and share skills, build trust and collaborate effectively with colleagues and clients.
• Open and dynamic personality with ability to take decisions, flexibility and autonomy.
• Ability to work efficiently under pressure and evolving market conditions.
• Good knowledge of Bloomberg, Excel and PowerPoint.
• Fluent in English and Spanish, French would be an asset.
• Swiss domicile.

Our Maison's DNA is defined by five core values. Excellence drives us to be the best at what we do, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team, united in serving our clients with unwavering dedication.

As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. Diversity, Equity and Inclusion are woven into the fabric of our Maison's DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy.

It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.