Private Banking Assistant EAM (80-100%)

Job description

Join Lombard Odier, a leading global wealth manager focused on sustainable investments. Enjoy a supportive, innovative work environment with great benefits. Tasks Support a team of 8 Relationship Managers with administrative tasks. Ensure proactive management of client files and account processes. Handle compliance, risk management, and financial documentation. Skills Commercial training or equivalent with several years of relevant experience. Strong motivation for finance and client service. Excellent IT skills, especially in MS Office. This job ad was AI-translated from French. See original About the job 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 capitalised worldwide. We manage around CHF 300 billion and operate from over 25 offices on four continents. With our over 230-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. Within the Private Client unit, you will join the Independent Managers department, where you will provide support to a team composed of 8 Relationship Managers and two Assistants: Your role: Provide your help and skills in administrative, technical and commercial support to the Relationship Managers Ensure impeccable follow-up of files with proactivity and independence Carry out the execution of transfer and stock exchange orders, management fees, etc. Ensure compliance of documents and supporting evidence, Manage risk as well as compliance and legal monitoring Manage processes related to account openings and closures Your profile: Commercial training (university degree, CFC, business diploma or equivalent) Several years of experience in a Management Assistant role or similar, ideally in an EAM environment Strong motivation for finance True commercial spirit and motivation for customer service Interest and knowledge of financial products Dynamic and flexible, very good team-working skills, stress resistant Strong interest in demanding, varied work in a competitive environment Sense of quality service, reliability Very good IT skills (MS Office), ideally knowledge of the in-house tool G2 Native French speaker, very good level of English 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 embedded 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 individualised and competency-based training offers. We firmly believe that building diverse teams contributes to our sustainable success and is therefore the foundation of our corporate strategy. It is a great opportunity to become part of the team. All applications will be treated with strict confidentiality.