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Private Banking Assistant EAM (80-100%)

Bank Lombard Odier & Co Geneva, Switzerland
Posted 1 day ago Permanent Competitive

Private Banking Assistant EAM (80-100%)

Bank Lombard Odier & Co Geneva, Switzerland
Private Banking Assistant EAM (80-100%)
A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents.

With a history spanning over 230 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions.

"Rethink Everything" is our philosophy - it is at the heart of everything we do. We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients.

Private Banking Assistant EAM (80-100%)

Au sein de l'unité Clientèle Privée, vous intégrerez le département des Gérants Indépendants, où vous apportez du support à une équipe composée de 8 Chargés de Relations et deux Assistants:

Votre rôle :

  • Apporter votre aide et compétences dans le support administratif, technique et commercial aux Chargés de Relations
  • Assurer un suivi impeccable des dossiers avec pro activité et indépendance
  • Effectuer la passation d'ordres de transferts et de bourse, honoraires de gestion, etc.
  • Mise en conformité de documents et justificatifs,
  • Gestion du risque ainsi que suivi compliance et juridique
  • Gestion des processus liés aux ouverture et fermetures de comptes

Votre profil :

  • Formation commerciale (licence universitaire, CFC, diplôme de commerce ou équivalent)
  • Expérience de plusieurs années dans une fonction d'Assistant(e) de Gestion ou dans une fonction similaire, idéalement dans un environnement EAM
  • Grande motivation pour la finance
  • Vrai esprit commercial et motivation pour le service à la clientèle
  • Intérêt et connaissances des produits financiers
  • Dynamique et flexible, très bonne capacité à travailler en équipe, résistant(e) au stress
  • Fort intérêt pour un travail exigeant, varié, dans un environnement compétitif
  • Sens du service de qualité, fiabilité
  • Très bon niveau IT (MS Office), idéalement connaissances de l'outil maison G2
  • Langue maternelle française, très bon niveau d'anglais
  • Domicile en Suisse

Our Maison's DNA is defined by five core values. Excellence drives us to be the best at what we do, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team , united in serving our clients with unwavering dedication.

As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. Diversity, Equity and Inclusion are woven into the fabric of our Maison's DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy.

It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.
Job ID  R0007698
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