Job Description

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.
Assistant(e) de Gestion (Geneve)
Au sein de notre bureau de Geneve, nous recherchons un(e) Assistant(e) de Gestion pour soutenir notre equipe Grandes Familles. Vous ferez partie d'une equipe dynamique et travaillerez en etroite collaboration avec les banquiers prives. Vous devrez fournir des services de qualite pour les clients et assurer la fluidite des processus.
VOTRE MISSION :Soutenir activement et efficacement les banquiers dans le suivi des dossiers clients, en particulier la gestion quotidienne des balances, des suspens administratifs (i.e. remediations, BRS,...), les ouvertures de comptes ainsi que la preparation des visites. Fournir des informations sur les portefeuilles (notamment preparation des releves de comptes mensuels ou ad-hoc) et les operations ainsi que traiter les ordres de transfert, de bourse, et les operations sur titre, gestion des balances de la clientele. Rediger des fiches d'activite, et soutien aux banquiers pour la preparation des reportings personnalises. Repondre efficacement aux demandes et attentes des clients, maintenir l'excellence et le professionnalisme de notre service a la clientele. Contribuer aux initiatives commerciales de l'equipe par la preparation de rapports d'investissement et de presentations sur-mesure, et en assistant dans l'organisation d'evenements et d'initiatives marketing. Developper un reseau interne pour un traitement efficace des demandes clients.

VOTRE PROFIL :Formation economique ou bancaire ou equivalent en lien avec le domaine financier (HEC, HEG). Minimum 7 a 10 ans d'experience dans le domaine bancaire, idealement dans une fonction similaire. Maitrise du francais et de l'anglais (toute autre langue est un atout). Maitrise avancee de Microsoft Office (Excel, PowerPoint). Bonne connaissance de la palette de services d'une banque privee (credit lombard, gestion de portefeuille, assurance vie...). Excellente presentation et aisance relationnelle, esprit de service et sens de la confidentialite. Facilite et interet pour les contacts avec la clientele. Rigoureux(se), curieux, proactif, autonome, attention accrue aux details, multitache et capable de prioriser. Caractere agreable, tres bonne capacite a travailler en equipe et en reseau, exigeant. Forte resistance au stress. Domicile en Suisse.

Our Maison's 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 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.