Senior Client Lifecycle Manager – Change of Circumstances

Those who choose a career at Lombard Odier work for a renowned, global asset manager and asset manager focused on sustainable investments. We are an independent and innovative bank of first choice for private and institutional clients. Our group is one of the best capitalized worldwide. We manage around CHF 300 billion and operate from over 25 offices on four continents.

With our over 225-year history, we are an investment house with a comprehensive range of discretionary and advisory portfolio management as well as financial services. We also successfully market our state-of-the-art technology platform to other financial institutions. Through Lombard Odier Investment Managers, we offer asset management services and investment strategies.

"Rethink Everything" is our philosophy – it is at the heart of our actions. We have become stronger through more than 40 financial crises by constantly rethinking the world around us. This allows us to always offer our clients new investment perspectives.

YOUR MISSION:

• Analysis of documentation related to complex changes in client data and their accounts.
• Control of the application of rules regarding due diligence (CDD), tax aspects (FATCA, CRS, VAT, stamp duty…), the Bank's business policy, and internal guidelines.
• Analysis of AML risks, including conducting background checks (screening), reviewing KYC documentation, and identifying and managing risk developments.
• Coding and validation of changes in the Bank's systems.
• Ensuring follow-up of files in the process of regularization with relationship managers, compliance, and other involved teams.
• Advising management teams on all matters related to the material and formal aspects of account changes of circumstances.
• Sharing experience with other department members.

YOUR PROFILE:

• Minimum 5 years of experience in the field
• University education and/or recognized certification in compliance (an asset)
• Very good knowledge of CDD, AML, FATCA, CRS, Suitability
• Solution-oriented
• Awareness of risks inherent to the function
• Demonstrate commitment, flexibility, adaptability, and interpersonal skills
• Fluent oral and written French and English, another language (an asset)
• Multidisciplinary and organizational skills
• Strong team spirit, ability to develop and engage various departments, share information, communicate
• Residence in Switzerland

Five values define the DNA of our house. Excellence motivates us to be the best in our field, and Innovation enables our progress. Respect is the foundation of our interactions, and Integrity guides our actions. Together we are One Team, passionately committed to serving our clients.

We promote an inclusive and integrative working environment for our employees. Diversity, Equality, and Inclusion are firmly anchored in our corporate philosophy ‘La Maison’ and we strive to enable our employees to achieve both their professional and personal goals. We promote internal career paths through individualized and competency-based training offers. We are firmly convinced that building diverse teams contributes to our sustainable success and is therefore the foundation of our corporate strategy.

This is a great opportunity to become part of the team. All applications will be treated with strict confidentiality.