Private Banking Assistant - Swiss Domestic (80-100%)

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 on four continents from over 25 branches.

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.

Private Banking Assistant - Swiss Domestic (80-100%)

Within our Geneva office, we are looking for a Management Assistant to support our Swiss Domestic team. You will be part of a dynamic team and work closely with private bankers. You will need to provide quality services to clients and ensure smooth processes.

YOUR MISSION

Handle all administrative matters related to the rigorous follow-up of files and ensure complete follow-up:

• Provide clients directly with information on portfolio valuation, account balances, transactions, etc.
• Process transfer orders, stock exchange orders, securities transactions, manage deadlines, cash withdrawal requests at the counter, visits to safes.
• Draft an activity sheet for each client contact.
• Support bankers in preparing and producing customized reports.
• Develop your internal network to quickly know who to contact for each subject, liaise with internal service providers to ensure a quick and accurate response to client requests.
• Prepare account opening forms and process account openings/closures while respecting the bank's strict internal processes/policies.

Contribute to the teams' business initiatives:

• Prepare client investment reports and tailor-made presentations for business development activities.
• Help private bankers produce presentation materials for client review meetings.
• Assist private bankers in organizing dedicated events and/or marketing initiatives.

Meet Lombard Odier's requirements:

• Understand Lombard Odier's risk management framework and become familiar with risk responsibilities within the teams.
• Comply with all applicable legal, regulatory, and internal compliance requirements, including but not limited to the local office compliance manual and compliance policies and procedures published from time to time.
• Maintain appropriate knowledge to ensure you are fully qualified to assume the role. Complete all mandatory training required to acquire and maintain competence.
• Familiarize yourself with Lombard Odier's DNA and values and respect them at all times.

YOUR PROFILE

• Economic or banking education (Diploma from Business School, CFC or equivalent), HEC, HEG.
• Minimum 5 years of experience in the banking sector, ideally in a similar role.
• Advanced proficiency in the Microsoft Office suite, especially Excel and PowerPoint (tracking complex tables, creating presentations and reports, etc.).
• Perfect command of French and English, Spanish and Italian are assets.
• Good knowledge of Private Banking services (Lombard credits, portfolio management, life insurance...) and financial products (all types of order executions).
• Excellent presentation, ease and interest in client contacts.
• Rigorous, curious, diligent, autonomous, multitasking and able to prioritize your workload.
• Pleasant character, ability to integrate into an existing team and work as a team, open-mindedness, culture of feedback.
• Service spirit, precision and heightened sense of confidentiality.
• 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 ensure that our employees can 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.

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