Multi Entity Account Specialist

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.

The Multi Entity (ME) Services represent a strong value proposal for a sizable book of clients. It also requires a strong specialization to support the offering deployment, to operate complex regulatory framework.

Particularly, the Multi Entity Booking Services Specialist is responsible for Swiss booking activities on client accounts, and operates required custodian duties, in interaction with the Banker in charge.

The specialist deploys an excellent day to day service to clients and bankers and a robust governance. The Multi Entity Booking Services Specialist reports to the Group Multi Entity Service Owner, within the CP/COO department.

YOUR ROLE:

Business and Banker Support (Swiss Accounts)

• Guide bankers through onboarding and changes, explaining Swiss requirements.
• Verify business cases initially and detect deviations from Group and Swiss guidelines.
• Act as a specialist on Group and Swiss account management matters (trainings, meetings, etc.).
• Coordinate with product specialists for specific product and offer deployment.

Client Relationship Support - Payment and Order Management

• Input/validate payments, securities transfers, and investment orders, performing necessary pre-checks.
• Handle cash deposits and withdrawals as instructed by clients.
• A good knowledge of wide array of financial products and option trading is a strong asset.

Client Relationship Support – Account Opening and Lifetime

• Assist bankers with administrative tasks and documentation (e.g., receiving and reviewing account opening documents, change of circumstances, KYC reviews).
• Perform required administrative custodian duties and prepare client communications.
• Report issues impacting business as usual (BAU) to the LO Group.
• Monitor liquidity and support account closures.

Compliance with Lombard Odier Expectations

• Understand and adhere to Lombard Odier's risk control framework.
• Comply with legal, regulatory, and internal requirements.
• Maintain knowledge for the role, including cross-border and licence requirements.
• Promote Lombard Odier values (Excellence, Innovation, Respect, Integrity, One Team).

YOUR PROFILE:

• Strong interpersonal, communication and presentation skills.
• Driven towards pragmatic and timely solutions.
• Dedication to fostering an inclusive culture and value diverse perspectives.
• Strong skills in the financial services industry, in particular in International Private Banking operations and bank account management.
• Minimum of 5 to 10 years of relevant experience in client relationship, business support, services management, or banking operations.
• Understanding of financial services regulatory framework, industry and practices.
• Proven knowledge of executing international payments and market orders.
• Good knowledge of Swiss regulation and Cross Broder requirements. Other regulation is a plus (European Union, Singapore and Hong Kong financial services regulations and best practices).
• Banking degree (Diplôme de l'Ecole de Commerce, CFC), HEC, HEG  or bachelor's degree (or equivalent) required or evidence of comparable academic / work achievement.
• Fluent in French and English. Other language a plus (Spanish and/or Portuguese is an asset).
• Resident in Geneva or willing to relocate.

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.