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.

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.

“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.

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.

YOUR ROLE

Deal with all requirements of clients
- Provide information about their portfolio valuation, support with the access on-line (e-services)
- Process transfer orders and deal with client correspondence and all administrative matters.
- Liaise with internal service providers within the company to ensure timely and accurate execution/resolution of clients’ request on their account activity.
- Order input into G2 (Payments, Corporate Actions, Market Orders, Forex, Swaps, Derivatives, Fiduciary Deposits) as per client instructions received and ensure 4-eyes principle and follow up of those.
- 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
- Ensure appropriate filling/recording of documentation of all client account documentation
- 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.

YOUR PROFILE:
Qualification / education:

- Minimum ‘A’ Level with relevant experience
- Bachelor Degree Level desirable

Experience
- Working in an international, multicultural environment
- History of direct client interaction and ability to maintain a professional approach at all times

Competencies / soft skills:

- Organization with ability to priorities workload accordingly
- A first-rate communicator
- Confidence to build strong professional relationships with other teams within the company
- Detailed-oriented
- Client oriented
- Stress resilient

Language skills:

- Spanish and English compulsory - French desirable.

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.