Senior Private Assets Distribution Specialist

vor 4 Wochen

Geneva, Schweiz Lombard Odier Vollzeit

A career at the Lombard Odier Group is something to be proud of. Our mission is to protect and grow our clients’ wealth - but not by any means necessary. Sustainability is at the heart of everything we do and we treat our clients’ wealth as if it were our own. We protect our clients’ assets for the long-term using expertise and innovation, all underpinned by our Rethink Everything philosophy. Our colleagues are the foundation of our success. We employ people at different life stages, from graduates to executive level leaders. The one thing they all have in common is that they seek to challenge the status quo, are imaginative and have the ability to offer a fresh perspective.

In this context, we are looking for aSenior Private Assets Distribution Specialist.

The successful candidate will focus on planning, building, actively developing and coordinating the distribution of private assets to private clients. The role will be part of the Investment Solutions department.

With over 200 professionals, our Investment Solutions department within Lombard Odier Private Clients is responsible for providing sophisticated and customised investment strategies to our private clients.

In his/her role, the candidate will report to the Head of Private Assets, within Investment Solutions.

Mission

Drive the effective distribution of private assets across the private banking business.

Participate alongside private bankers and investment portfolio managers in client meetings. Interact with clients and act as the asset class specialist in close collaboration with the LOIM Private Equity team.

Ensure adequate representation of private assets within IS investment views, strategy, asset allocation grids and mandate profiles.

Train private bankers, investment specialists, portfolio managers about the nature of private assets

Contribute to create effective and impactful marketing materials.

Project management: design distribution roadmaps, identify required legal structures, regulatory distribution requirements and constraints, understand tax implications, define operational processes, and set procedures for successful delivery

Ensure the review of risks, issues and dependencies that could impact delivery

Desired Profile

More than 8 years of relevant work experience in a private equity sales and/or project management role

Understanding of private banking products, technology and financial instruments

A proven self-starter; ability to operate independently and lead large projects with limited oversight

Able to prioritise in a fast-moving, high-pressure environment

High degree of business and commercial awareness, strong sales skills

Detail oriented; demonstrates initiative, thoroughness and strong ownership of work

Proven structured approach to delivery: chairing meetings with a clear agenda, inputs and documented outputs

Good team player with a strong willingness to contribute to common efforts and help others

Fluent in English and French; excellent communication (written and verbal), networking and presentation skills

If you recognise yourself in this description, then please do apply. We look forward to hearing from you.

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