Private Banker Assistant
hace 2 semanas
A career atLombard Odiermeans 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 225 years,Lombard Odieris 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 throughLombard Odier Investment Managersand provide advanced banking technology to other financial institutions.“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. Provide support to Private Bankers and management (COO) on all client-focused operations. Assist with client administration and client management, organise workflows and ensure that processes remain timely as well as efficient and effective. Provide information about their portfolio valuation, support with the access on-line (e-services) Liaise with internal service providers within the company to ensure timely and accurate execution/resolution of clients’ request on their account activity. Follow-up on corporate action and cash management Support Private Bankers with all administrative duties pertaining to the clients’ accounts Account opening process, daily monitoring of the accounts, cash management, overdraft monitoring, open trades monitoring, act as first contact for all administrative KYC file documentation issues, input of Quality Risks for the Front team, FCRM alerts monitoring in collaboration with Private Bankers Notify Bankers of documentation issues/pending items encountered in the course of the development of business by the Private Bankers Deal with the specific mailing for the clients (welcome pack, fiscal statements, specific mailing, etc.) Support COO in operational matters including change management (e.g. regulatory) and strategy. ~ Assist in the implementation/review/observance of controls, directives, processes and setup in front/middle office operations.Contribute to the clients / prospects commercial support Prepare under the guidance of the Private Bankers, pitches and presentation for business development activities, Prepare client investment reports in addition to standard reports Assist Private Bankers in the production of presentation material for client review meetings. Contribute to the correct accomplishment of the bank’s legal responsibilities and risk management Give support to the Legal & Compliance department as well as Risk, Audit and Finance departments Give support to the clients with the accomplishment of their legal obligations and inform superior about any risk management event in day-to-day work which can impact the business. Attend regular meetings or conference calls with other members of the Private Banking team as requested and as appropriate e.g. weekly market meeting, CISI seminars. Bachelor Degree Level desirable Spanish and English compulsory - French desirable.Excellencedrives us to be the best at what we do, whileInnovationfuels our progress.
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Private Banker Assistant
hace 5 días
Madrid, España Lombard Odier Group A tiempo completoPrivate Banker Assistant (6-month contract) page is loaded## Private Banker Assistant (6-month contract)locations: R A career at **Lombard Odier** means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative
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Private Banker Assistant
hace 5 días
Madrid, España Lombard Odier Group A tiempo completoPrivate Banker Assistant (6-month contract) page is loaded## Private Banker Assistant (6-month contract)locations: Madridtime type: Full timeposted on: Posted 3 Days Agojob requisition id: R A career at **Lombard Odier** means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative
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Private Banker Assistant — 6‑Month Contract
hace 5 días
Madrid, España Lombard Odier Group A tiempo completoA global wealth and asset manager in Madrid is looking for a Private Banker Assistant for a 6-month contract. This role involves providing support to Private Bankers on client-focused operations, assisting with client administration, and ensuring timely execution of requests. The ideal candidate will possess strong communication skills, be detail-oriented,...
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Private Banker Assistant — 6‑Month Contract
hace 2 días
Madrid, España Lombard Odier Group A tiempo completoA global wealth and asset manager in Madrid is looking for a Private Banker Assistant for a 6-month contract. This role involves providing support to Private Bankers on client-focused operations, assisting with client administration, and ensuring timely execution of requests. The ideal candidate will possess strong communication skills, be detail-oriented,...
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Private Banker Assistant — 6‑Month Contract
hace 6 días
Madrid, España Lombard Odier Group A tiempo completoA global wealth and asset manager in Madrid is looking for a Private Banker Assistant for a 6-month contract.¿Tiene las siguientes habilidades, experiencia e impulso para tener éxito en este puesto? Descúbralo a continuación.This role involves providing support to Private Bankers on client-focused operations, assisting with client administration, and...
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Private Banker Assistant — 6‑Month Contract
hace 2 días
Madrid, España Lombard Odier Group A tiempo completoA global wealth and asset manager in Madrid is looking for a Private Banker Assistant for a 6-month contract.¿Tiene las siguientes habilidades, experiencia e impulso para tener éxito en este puesto? Descúbralo a continuación.This role involves providing support to Private Bankers on client-focused operations, assisting with client administration, and...
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Private Banker
hace 2 semanas
Madrid provincia, España Ateca Consulting A tiempo completoPrivate Banker (Madrid)Ateca Consulting Madrid, Community of Madrid, Spain (On-site)SaveApply **Private Bankers** are required by a leading privately owned banking institution in Madrid, Spain. The following skills and experience are required: - Minimum 5 years’ experience as a Private Banker/ Relationship manager - Current client base exceeding **$250...
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Private Banker
hace 15 horas
Madrid, España jobtraffic A tiempo completoBuscamos incorporar un Private Banker con sólida experiencia en gestión patrimonial y una cartera consolidada, para reforzar el equipo de banca privada de reconocida boutique.El candidato ideal será un profesional con capacidad de atracción de nuevos clientes, visión estratégica y orientación al servicio personalizado.ResponsabilidadesGestión activa...
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Private Banker
hace 2 semanas
Madrid, España Citigroup A tiempo completoCiti Private Bank is a trusted advisor to the world’s wealthiest, most influential individuals and families. Like Citi’s government, institutional and multinational corporate clients, Citi Private Bank clients receive bespoke service and access to the best ideas and solutions tailored to their unique needs and aspirations. Among its select clients are a...
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Private Banker Assistant
hace 2 días
Madrid, España Lombard Odier Group A tiempo completoPrivate Banker Assistant (6-month contract) page is loaded## Private Banker Assistant (6-month contract)locations: Madridtime type: Full timeposted on: Posted 3 Days Agojob requisition id: R 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...
