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.

Management Assistant (Geneva)

Within our Geneva office, we are looking for a 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 need to provide quality services to clients and ensure smooth processes.

YOUR MISSION:

• Actively and efficiently support bankers in monitoring client files, particularly the daily management of balances, administrative suspenses (i.e. remediations, BRS, etc.), account openings, as well as preparing visits.
• Provide information on portfolios (including preparation of monthly or ad-hoc account statements) and transactions, as well as process transfer orders, stock exchange orders, and securities transactions, managing client balances.
• Write activity reports and support bankers in preparing customized reports.
• Respond effectively to client requests and expectations, maintaining excellence and professionalism in our client service.
• Contribute to the team's commercial initiatives by preparing investment reports and tailored presentations, and assisting in organizing events and marketing initiatives.
• Develop an internal network for efficient handling of client requests.

YOUR PROFILE:

• Economic or banking education or equivalent related to the financial field (HEC, HEG).
• Minimum 7 to 10 years of experience in the banking sector, ideally in a similar role.
• Fluency in French and English (any other language is an asset).
• Advanced proficiency in Microsoft Office (Excel, PowerPoint).
• Good knowledge of the range of services of a private bank (lombard credit, portfolio management, life insurance, etc.).
• Excellent presentation and interpersonal skills, service spirit, and sense of confidentiality. Ease and interest in client contacts.
• Rigorous, curious, proactive, autonomous, strong attention to detail, multitasking, and able to prioritize.
• Pleasant character, very good ability to work in a team and network, demanding. Strong stress resistance.
• 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.