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Private Banker Asia Offshore

vor 3 Wochen

Zürich, Zürich, Schweiz Lombard Odier Group Vollzeit

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.

Private Banker - Asia Offshore

YOUR ROLE

  • Manage wealthy Asian clients with a focus of building a client book
  • Build long-term partnerships and act as the main point of contact
  • Advise on wealth structuring, family office services including wealth management, estate planning and long term investment strategies
  • Analyze clients' financial situations, assess their risk tolerance and recommend appropriate investment strategies to achieve their financial goals
  • Collaborate with international teams to deliver tailored global solutions
  • Play a key role in contributing to the growth of the Asia Team of Lombard Odier in Switzerland

YOUR PROFILE

  • Broad experience in Private Banking or Family Office, focusing on Asian or international HNW/UHNW clients
  • Master's degree or relevant professional certifications (e.g. CFA, CFP, SAQ)
  • Fluent in English – Asian languages a plus
  • Strong network in Asia
  • Analytical mindset and ability to assess clients' financial situations
  • Entrepreneurial mindset; experience in dynamic environments preferred
  • Discreet, service-oriented, proactive and comfortable in taking responsibility

PERSPECTIVES

  • Entrepreneurial, international environment with flat hierarchies
  • Combine direct client interaction with strategic freedom
  • Benefit from short decision-making paths, global network and focus on excellence and sustainability in Private Banking

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.