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. Within our Southern Europe and Latin America Market in Geneva, we are looking for a Private Banker Assistant to support our Brazilian desk. The candidate will join a dynamic and growing team to offer a premium service to our private clients. Private Banker Assistant Your role :

• Support Private Bankers in clients, administrative and commercial activities, to ensure a service of excellence to a UHNW and HNW demanding clientele.
• Provide information to clients about their portfolios.
• Verify, process and place transfer and all market orders in the system as per client instructions, and follow up.
• Liaise with internal services to ensure timely and accurate execution/resolution of clients requests.
• Manage in an impeccable way account openings and proactively process and follow account openings, monitoring of the accounts, cash management, overdrafts.
• Proactively deal with all administrative tasks (filing/recording of documentation and KYC, FCRM alerts monitoring, documentation update etc.) in collaboration with Private Bankers.
• Prepare under the guidance of the Private Bankers, presentation material for client meetings and for business development activities.
• Deal with clients mailing.
• Support clients with on-line access.

Your profile :

• Academic or commercial education in the financial field.
• Minimum 5 years experience in banking, in a similar role.
• Portugues and French very fluently spoken and written; A good level in English is required
• Advanced knowledge of the Microsoft Office suite, in particular Excel and PowerPoint (follow-up of complex tables, creation of presentations and reports, etc.), ideally knowledge of the G2 in-house tool.
• Very good knowledge of Private Banking services (Lombard Loans, Portfolio Management, Life Insurance, etc.)
• Pleasant personality, ability to integrate into an existing team and to work as part of a team, open-mindedness.
• Commercial spirit, and excellent presentation. Strong resistance to stress, ability to multi-task and prioritize workload. Strong sense of confidentiality.”

Our Maisons 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 Maisons 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.

Information :

• Company : Lombard Odier & Cie
• Position : Private Banker Assistant
• Location : Geneva, GE
• Country : CH