Cercasi assistente Private Banker

18 ore fa

Milano, Italia Lombard Odier Group A tempo pieno

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.

“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.


Private Banker Assistant (6-month contract)

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.

Support Private Bankers with administrative duties pertaining to the clients’ accounts
Account opening process, daily monitoring of the accounts, cash management, overdraft monitoring, act as first contact for all administrative KYC file documentation
Process transfer orders and deal with client correspondence and all administrative matters
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 of remediations and projects linked to client related topics


Contribute to the correct accomplishment of the bank’s legal responsibilities and risk management
~ Support to Compliance department on tasks related to onboarding and account monitoring


Fluent in English
Bachelor Degree Level a plus
Excellence drives us to be the best at what we do, while Innovation fuels our progress. As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. 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.

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