Private Banker Assistant
11 ore fa
OverviewA career atLombard Odiermeans 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 Odieris 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 Everythingis 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.RolePrivate Banker Assistant (6-month contract)ResponsibilitiesSupport Private Bankers with administrative duties pertaining to the clients' accountsAccount opening process, daily monitoring of the accounts, cash management, overdraft monitoring; act as first contact for all administrative KYC file documentationProcess transfer orders and deal with client correspondence and all administrative mattersEnsure appropriate filling / recording of documentation of all client account documentationLiaise with internal service providers within the company to ensure timely and accurate execution / resolution of clients' requestNotify Bankers of documentation issues / pending items encountered in the course of the development of business by the Private BankersDeal 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 topicsContribute to the correct accomplishment of the bank's legal responsibilities and risk managementSupport to Compliance department on tasks related to onboarding and account monitoringQualificationsFluent in EnglishBachelor Degree Level a plusWorking in an international, multicultural environmentHistory of direct client interaction and ability to maintain a professional approach at all timesOrganization with ability to prioritize workload accordinglyA first-rate communicatorDetailed-orientedClient orientedStress resilientOur DNA and DiversityOur Maison's DNA is defined by five core values:Excellencedrives us to be the best at what we do, whileInnovationfuels our progress.Respectunderpins every interaction, andIntegrityshapes our actions.Together, we areOne Team.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 Inclusionare woven into the fabric of our Maison's 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.#J-*****-Ljbffr
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