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 230 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.

Our Southern Europe & Latin America (SELA) region is seeking a Head of Spain to lead and develop our Swiss-based teams serving Spanish clients.

This strategic leadership role will offer significant scope to shape the business, drive growth, and contribute to broader regional initiatives within a highly international environment.

YOUR ROLE

Lead and develop the Spain teams based in Geneva and Zurich, ensuring strong performance and engagement within the bank's strategy.Define and execute a strategic business plan, including commercial initiatives, market positioning, and revenue growth.Coach and develop Private Bankers while attracting and retaining top talent.Drive business performance, including team and individual KPIs, revenue growth, and Net New Money generation.Ensure excellence in risk management and compliance, maintaining the highest standards.Act as a member of the SELA Executive Committee, contributing to broader regional strategy and decision-making.Strengthen market intelligence on Spain and identify opportunities for innovation and growth.Design and coordinate tailored offerings and initiatives for Spanish clients across locations and regional markets

YOUR PROFILE

Minimum 10 years' relevant experience within the banking industry.Proven leadership capabilities, with potential for wider scope and evolution. Ability to inspire, develop, and scale teams.Strong commercial mindset with a track record of growing client relationships and revenues.Ability to demonstrate personal initiative, ownership, accountability and entrepreneurship.Ability to attract, recruit and develop talented and skilled professionals.Strategic thinker with the capacity to operate both hands-on and at a broader leadership level.Fluent written and spoken Spanish and English, French and other relevant languages an asset.

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.

weniger ansehen

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 230 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.

Chargé-e de Comptes Global Custody (80-100%)

Le/la Chargé-e de Clientèle Global Assets est responsable de la gestion opérationnelle d'un portefeuille de clients institutionnels et privés dans le domaine de l'asset servicing. Il assure la mise en place de solutions adaptées aux besoins des clients et la passation d'ordres de bourse. Il joue un rôle clé dans le bon fonctionnement des processus quotidiens et dans l'optimisation de la qualité du service offert en favorisant et facilitant les échanges à travers les différentes équipes de support de la banque.

Votre Mission :

Gérer les opérations de bourse et de FX, le suivi du settlement, les OST, les paiements, le cash management, les cash flows Private Equity (PE) et consolider des actifs (asset aggregation).

Veiller à l'exactitude des opérations. Effectuer la saisie des transactions bancaires avec précision et en respectant les délais impartis.

Ouvrir les comptes et coordonner la mise en place des setup opérationnels avec nos équipes de support et les prestataires tiers. Tenir à jour les dossiers clients, en assurant une documentation complète et précise, en conformité avec les exigences réglementaires et internes.

Examiner les reportings financiers pour s'assurer de leur exactitude avant transmission aux clients et aux parties prenantes.

Améliorer le suivi des demandes clients : prioriser, accuser réception, et délivrer les réponses dans des délais optimaux.

Maintenir une qualité de service irréprochable en restant orienté solution et en démontrant un grand sens du service client.

Proposer et mettre en œuvre des solutions d'amélioration des processus, tout en veillant à l'efficience de l'équipe.

Rencontrer et communiquer de manière proactive avec les clients pour s'assurer de leur satisfaction et répondre à leurs besoins spécifiques.

Établir et maintenir des relations solides avec les gérants et mandataires externes de nos clients.

Votre Profil :

3-5 années d'expérience dans le secteur de l'asset servicing, de préférence avec une clientèle institutionnelle et privée.

Bonne connaissance des opérations financières (bourse, settlements, cash management, PE, fonds transparents).

Français et anglais courants. Allemand courant serait un atout.

Capacité à travailler sous pression avec rigueur et méticulosité.

Curiosité intellectuelle et ouverture à l'apprentissage de nouveaux processus.

Grande agilité pour s'adapter aux besoins changeants des clients.

Esprit d'équipe et forte orientation client.

Être en ligne avec les valeurs de la maison : Excellence, Innovation, Respect, Intégrité et One Team.

Domicile 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.

weniger ansehen

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 230 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.

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

We are seeking a Private Banker Assistant to join our UK team in Geneva. The successful candidate will become part of a dynamic and growing team, working closely with Private Bankers to deliver premium services to our private clients.

YOUR ROLE

Support Private Bankers in clients', administrative and commercial activities, to ensure a service of excellence to a UHNW and HNW demanding clientele.

Provide information to clients about their portfolios.

Verify, process and place transfer and all market orders in the system as per client instructions, and follow up.

Liaise with internal services to ensure timely and accurate execution/resolution of clients' requests.

Manage in an impeccable way account openings and proactively process and follow opening formalities, monitoring of the accounts, cash management, overdrafts

Proactively deal with all administrative tasks (filing/recording of documentation and KYC, ALM alerts monitoring, documentation update etc.) in collaboration with Private Bankers.

Prepare under the guidance of the Private Bankers, presentation material for client meetings and for business development activities.

Deal with clients' mailing.

Support clients with on-line access.

YOUR PROFILE

Academic or commercial education in the financial field.

Minimum 5 years' experience in banking, in a similar role.

Advanced knowledge of the Microsoft Office suite, in particular Excel and Powerpoint (follow-up of complex tables, creation of presentations and reports, etc.), ideally knowledge of the G2 in-house tool.

Perfect command of English and French.

Very good knowledge of Private Banking services (Lombard Loans, Portfolio Management, Life Insurance, etc.)

Pleasant personality, ability to integrate into an existing team and to work as part of a team, open-mindedness.

Commercial spirit, and excellent presentation. Strong resistance to stress, ability to multi-task and prioritise workload. Strong sense of confidentiality.

Domicile in Switzerland.

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.

weniger ansehen

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 230 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.

Compliance Monitoring Analyst - Task Force (6-month contract)

YOUR ROLE:

The Compliance Monitoring Analyst is responsible for ensuring adherence to regulatory requirements and internal policies related to Anti-Money Laundering (AML), Counter-Terrorist Financing (CTF) and Tax Compliance. The role involves monitoring transactions, conducting customer due diligence, and performing ongoing screening to mitigate financial crime risks.

As a member of the Compliance Monitoring team, your primary focus will be on:

Transaction monitoring alerts treatment and investigation (Tools: FISERV-FCRM / IMTF-SIRON). Time spent on each alert depends on the type of scenario and complexity of the relationships but expected to be approx. 70% of activity;Overnight screening of clients (Tool: SmartKYC), approx. 10% of activity.

The other 20% of this role relates to support of ad-tasks and investigations, which are often urgent and business-critical. This includes:

Qualitative analysis on AML specific issues;Additional ad hoc controls (ex. cash operations);Involvement in the account closure process;Assisting the Payment Processing team with queries and advice;

YOUR PROFILE:

Bachelor's degree (or equivalent) in Banking, Finance or Law, or evidence of comparable academic / work achievement;3 to 5 years of experience in the financial services industry, ideally in an AML monitoring role within Private Banking in Switzerland;Good understanding of the Swiss regulatory environment;Knowledge in the field of taxation would be desirable, in particular with regard to tax offences monitoring;Ability to summarize complex topics, to drive practical outcomes and to make sound decisions or proposals, including escalation when appropriate, as well as the ability to work well under pressure and against short deadlines;Strong interpersonal, communication, leadership, resilience, presentation and influencing skills. In particular, a proven ability to foster productive relationships with front office staff and senior management;Fluent in English and French; and additional language would be a plus;Resident in Switzerland.

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.

weniger ansehen