Senior Private Assets Distribution Specialist

Eine Karriere bei der Lombard Odier Gruppe ist etwas, worauf man stolz sein kann. Unsere Mission ist es, das Vermögen unserer Kunden zu schützen und zu mehren – doch nicht um jeden Preis. Nachhaltigkeit steht im Mittelpunkt unseres Handelns und wir behandeln das Vermögen unserer Kunden so, als wäre es unser eigenes. Aufbauend auf unserer „Rethink Everything“-Philosophie setzen wir auf Expertise und Innovationskraft, um die Vermögenswerte unserer Kunden langfristig zu schützen. Unsere Mitarbeitenden bilden die Grundlage unseres Erfolgs. Wir beschäftigen Mitarbeitende in verschiedenen Lebensphasen, vom Hochschulabsolventen bis hin zur bewährten Führungskraft. Ihnen allen sind indes einige wichtige Eigenschaften gemeinsam: Sie hinterfragen ständig den Status quo, sind voller Ideen und haben die Fähigkeit, neue Perspektiven aufzuzeigen.

In this context, we are looking for a Senior 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

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