EAM Relationship Manager Assistant

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.

We're looking for a dedicated and enthusiastic Assistant Relationship Manager to join our dynamic and collaborative EAM team in Zürich, where team spirit, client focus, and innovation drive our success in serving EAMs in the German and Italian-speaking regions.

Your Role :

• Support the team of EAM relationship managers to consistently deliver premium service to a demanding professional clientele.
• Proactively and independently manage administrative and operational follow-ups, in direct contact with clients.
• Contribute to the team's commercial efforts through personal involvement and a strong sense of service.
• With the help of relationship managers, understand and guide clients through the bank's range of tools, services, and solutions.
• Act as a liaison with all internal departments and counterparts to provide quick and accurate responses to client requests.
• Perform verification and execution of transfer orders.
• Ensure compliance of documents, supporting materials, and files.
• Flawlessly manage standard account openings.

Your Profile :

• Academic or commercial education related to the financial sector.
• Minimum of three years' experience in a similar role, within an EAM environment.
• Fluent German speaker, very good command of English. French and other languages are an asset.
• Commercial mindset, strong communication and presentation skills, motivation, and a strong sense of service.
• Excellent ability to work in a team and network, demanding, multitasking, and highly stress resistant.
• Strong sense of confidentiality.
• Very good IT skills (MS Office), ideally familiar with the in-house tool G2.
• Work permit in Switzerland.

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.