Lombard Odier IM seeks a Senior Advisor for Philanthropy Services in Geneva. The role involves delivering tailored advisory solutions, supporting relationship managers, and driving research within the LO Patrimonia team.
Positioned within the core Philanthropy Services team under the LO Patrimonia entity, this senior role focuses on providing bespoke and discretionary advisory solutions. The advisor supports target markets by executing client mandates and helping to shape the firm's flagship philanthropy offerings.
Responsibilities
- Design and implement customized philanthropy solutions for specific client segments.
- Manage discretionary offering solutions and execute related client mandates.
- Advise relationship managers regularly on complex client cases.
- Contribute to the development and refinement of the core philanthropy flagship offering.
- Perform research to support client service, prospecting, and market positioning.
- Monitor and report on the effectiveness of resources and efforts using business management tools.
- Support internal outreach initiatives and provide training to staff, including relationship managers.
Requirements
- Master’s degree in a relevant field such as economics or social sciences.
- Minimum of five years of professional experience in philanthropy advisory.
- Proven ability to manage multiple projects and provide strategic advice.
- Fluent proficiency in German, English, and French, both spoken and written.
Nice to have
- Strong background in philanthropy research, including surveys, interviews, and report writing.
- Subject matter expertise in healthcare or climate change.
- Prior experience working within the non-profit sector.
What the company offers
- Opportunities for internal mobility and access to individual upskilling programs.
About the company
Lombard Odier IM is an independently owned global wealth and asset manager known for its commitment to sustainable investing. Guided by the philosophy 'Rethink Everything', the firm operates based on five core values: Excellence, Innovation, Respect, Integrity, and One Team.
- Commitment to sustainable investing practices.
- Philosophy centered on rethinking traditional approaches.
- Core values include Excellence, Innovation, Respect, Integrity, and One Team.
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