Relationship Manager Global Assets (Custody/ Asset Servicing) - Geneva

Those who choose a career at Lombard Odier work for a renowned, global asset manager and asset servicer focused on sustainable investments. We are an independent and innovative first-choice bank 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 offering comprehensive 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.

Relationship Manager Global Assets (Custody/ Asset Servicing) - Geneva

The Relationship Manager plays a key role in the business development of the Global Assets (GA+) department. He/she is responsible for acquiring new institutional and private clients, retaining strategic clients, and optimizing portfolio profitability. He/she exercises natural leadership and unites internal teams around business objectives.

Your Mission:

• Identify and convert new institutional and private clients in line with growth objectives.
• Develop and maintain strong relationships with existing strategic clients, monitor and analyze client profitability, and take corrective actions if necessary.
• Maximize cross-selling opportunities and propose additional remunerated services.
• Be proactive in evolving services and internal processes.
• Collaborate with marketing teams to develop commercial materials (pitchbook, brochures, website), ensure the publication of 2-3 GA+ newsletters per year, organize client events, and represent the department at conferences and seminars.
• Formulate responses to tenders.
• Monitor commercial actions and ensure structured reporting.

Your Profile:

• University degree in finance, economics, management, or equivalent field.
• Minimum 5-7 years of experience in a similar position with proven experience in acquiring and managing institutional and private clients.
• Excellent negotiation and commercial offer structuring skills.
• Strong knowledge of Global Custody, Asset Servicing, and institutional banking services.
• Strong ability to influence and unite teams without direct hierarchical links.
• Very good written and oral communication skills (French and English essential, another language is a plus).
• Analytical mindset and ability to monitor client and portfolio profitability.
• Ability to manage multiple files simultaneously with rigor and autonomy.
• Ability to influence offer development and actively contribute to the department's strategy.

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 embedded in our corporate philosophy ‘La Maison’ and we strive for our employees to achieve both their professional and personal goals. We encourage internal career paths through individualized and competency-based training offers. We firmly believe 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.