Private Banker Assistant

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.Se anima a todos los posibles solicitantes a que se desplacen y lean la descripción completa del puesto antes de presentar su candidatura.With a history spanning over 225 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."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 managementSupport Private Bankers with all administrative duties pertaining to the clients' accountsAccount 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 BankersNotify Bankers of documentation issues/pending items encountered in the course of the development of business by the Private BankersDeal 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 supportPrepare under the guidance of the Private Bankers, pitches and presentation for business development activities, Prepare client investment reports in addition to standard reportsAssist 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 managementGive support to the Legal & Compliance department as well as Risk, Audit and Finance departmentsGive 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 desirableSpanish and English compulsory - French desirable. xsgfvud Excellence drives us to be the best at what we do, while Innovation fuels our progress.