Senior Management Assistant

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.

Within our Geneva office, we are looking for a Senior Management Assistant to support our High Net Worth Families team. You will be part of a dynamic team and work closely with private bankers. You will be expected to contribute to providing quality service to clients and ensuring excellent follow-up of files.

Responsibilities:

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

• Provide clients directly with information on portfolio valuation, account balances, transactions, etc.
• Process transfer orders (strictly applying call-back rules – internal guidelines), stock exchange orders, securities transactions, manage deadlines, cash withdrawal requests at the counter, safe deposit box visits
• Draft an activity sheet for each client contact,
• Support bankers in preparing and producing customized reports
• Develop your internal network to ensure efficient handling of client files and requests, liaise with internal service providers to be able to offer quality service to clients,
• Prepare account opening forms and process account openings/closings while respecting the bank's internal processes and policies.

Contribute to the team's business initiatives:

• Prepare client investment reports and tailor-made presentations as part of business development activities,
• Assist private bankers in producing presentation materials for client review meetings,
• Support private bankers in organizing events and/or dedicated marketing initiatives.

Meet Lombard Odier's requirements:

• Familiarize yourself with Lombard Odier's DNA and values and respect them at all times
• Understand Lombard Odier's risk management framework and familiarize yourself with risk responsibilities within the teams
• Comply with all legal, regulatory, and internal requirements regarding compliance and other applicable internal policies or procedures
• Maintain the necessary knowledge to professionally assume the responsibilities related to the role. Attend mandatory training required to acquire and maintain the necessary skills.

Profile sought:

• Economic or banking education (Diploma from a Business School, CFC or equivalent), HEC, HEG
• Minimum 7 to 10 years of experience in the banking sector, ideally in a similar role
• Advanced mastery of the Microsoft Office suite, especially Excel and PowerPoint (creation and monitoring of complex tables, presentations, and reports…)
• Perfect command of French and English, any other language is an asset
• Good knowledge of the range of services of a Private Bank (Lombard credits, portfolio management, life insurance...)
• 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 work environment for our employees. Diversity, Equality, and Inclusion are firmly anchored in our corporate philosophy ‘La Maison’ and we strive for 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.

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