Private Banking Assistant, UK Market (7-month contract)

Lombard Odier seeks a Private Banking Assistant for the UK market in Geneva. This mid-level, full-time onsite role supports Private Bankers with administrative, commercial, and client service tasks for a demanding clientele.

The company is a renowned global wealth and asset manager with a strong focus on sustainable investing. In this role, the candidate will join a dynamic and growing team to work closely with Private Bankers, delivering premium services to private clients.

Responsibilities

• Assist Private Bankers with administrative and commercial tasks to maintain excellent service for high-net-worth clients.
• Share portfolio information with clients as requested.
• Verify, process, and execute transfer and market orders according to client instructions, tracking progress.
• Coordinate with internal departments to ensure timely and accurate resolution of client requests.
• Handle account openings, monitor accounts, manage cash flow, and oversee overdrafts with precision.
• Manage administrative duties such as filing, KYC documentation, ALM alerts, and document updates alongside Private Bankers.
• Create presentation materials for client meetings and business development under the guidance of Private Bankers.
• Handle client correspondence and mailing.
• Provide support for clients accessing online services.

Requirements

• Academic or commercial background in finance.
• At least five years of banking experience in a comparable position.
• Proficient in Microsoft Office, especially Excel and PowerPoint for complex tables, presentations, and reports; familiarity with the G2 internal tool is preferred.
• Fluency in both English and French.
• Strong understanding of Private Banking services, including Lombard Loans, Portfolio Management, and Life Insurance.
• A pleasant demeanor, strong teamwork skills, and an open-minded approach.
• A commercial mindset, excellent presentation skills, stress resilience, multitasking ability, prioritization skills, and a high sense of confidentiality.
• Residence in Switzerland.

About the company

Lombard Odier operates under the philosophy of 'Rethink Everything,' which guides its approach to providing fresh investment perspectives. The firm has navigated over 40 financial crises by adapting its worldview. Its core values include Excellence, Innovation, Respect, Integrity, and a One Team spirit. The company fosters a diverse and inclusive environment, promoting internal mobility and upskilling to support employee aspirations.

• Guided by the 'Rethink Everything' philosophy to offer fresh investment perspectives.
• Core values of Excellence, Innovation, Respect, Integrity, and One Team spirit.
• Commitment to a diverse and inclusive work environment.
• Support for internal mobility and individual upskilling programs.