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    Gérant-e de Portefeuille  

    - Genève
    A career at Lombard Odier means working for a renowned global wealth a... mehr 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 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.

    Portfolio Manager - UK Market (Geneva-based)

    We have strong ambitions for the UK market, one of the most strategic and rapidly growing markets within our Group. In this context, we are looking for a Discretionary Portfolio Manager to join our Geneva office.

    Your mission

    Deliver investment advice and proactive portfolio management to relationship managers and private clientsHelp shape our multi-asset and international discretionary and advisory investment offering; ensuring alignment with the Bank's strategyManage and implement portfolio strategies tailored to client constraints, with a focus on UK clients and UK fiscally efficient investmentsSupport and oversee advisory mandates, ensuring alignment with client objectives and the Bank's investment viewsMaintain expert knowledge of asset classes, investment strategies, and UK-specific portfolio management and advisory practicesPrepare compelling investment proposals and reporting for clients and prospectsFollow up on actions, options, investment funds, and structured products recommended by the BankParticipate in the development of portfolio management tools to enhance efficiency

    Your profile

    University degree and/or recognized investment qualification (CFA, CIIA)7-10 years of experience in discretionary portfolio management within a private banking environment; UK market experience is a strong assetDeep understanding of asset allocation, portfolio construction, and advisory servicesExcellent presentation and communication skillsStrong ability to learn, share knowledge, and collaborateDecisive, flexible, and autonomousProficient in Excel and PowerPointFluent in English; French or another language is a plus

    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.

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    Private Banking Assistant, UK Market (80-100%)  

    - Genève
    A career at Lombard Odier means working for a renowned global wealth a... mehr 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 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.

    Private Banking Assistant, UK Market (80-100%)

    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.

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    Private Banking Assistant (80-100%)  

    - Zürich
    A career at Lombard Odier means working for a renowned global wealth a... mehr 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 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.

    Wir suchen eine/n Private Banking Assistant zur Verstärkung unseres Teams in Zürich.

    Wir beraten unsere Kundinnen und Kunden strategisch und ganzheitlich, stets ausgerichtet auf ihre individuellen und anspruchsvollen Bedürfnisse. Unsere Assistants spielen dabei eine zentrale Rolle und tragen durch ihr hohes Engagement maßgeblich zur exzellenten Servicequalität sowie zur langfristigen Kundenbindung bei.

    Die erfolgreiche Kandidatin bzw. der erfolgreiche Kandidat wird Teil eines dynamischen und wachsenden Teams am Standort Zürich.

    IHRE AUFGABEN

    Unterstützung der Banker bei allen kundenbezogenen und administrativen Tätigkeiten, um einer anspruchsvollen UHNW und HNW Kundschaft einen Service auf höchstem Niveau zu bietenErste Anlaufstelle für Kundinnen und Kunden bei sämtlichen Anfragen.Abwicklung sämtlicher interner und externer Transfers, sowie Koordination mit internen Stellen zur termingerechten und korrekten Ausführung bzw. Bearbeitung von Kundenaufträgen.Proaktive Bearbeitung aller täglichen Aufgaben, sowie regulatorischer Tätigkeiten (Ablage und Dokumentation, KYC Unterlagen, Überwachung von FCRM Alerts, Aktualisierung der Kundendokumentation etc.) in enger Zusammenarbeit mit den Private Banker.Vorbereitung von Präsentationsunterlagen für Kundengespräche sowie für Aktivitäten im Bereich Business Development.Teilnahme an Kundenterminen und Veranstaltungen bei Bedarf.

    IHR PROFIL

    Abgeschlossene akademische oder kaufmännische Ausbildung im FinanzbereichMindestens fünf Jahre Erfahrung im Bankwesen, idealerweise in einer vergleichbaren Position.Sehr gute Kenntnisse der Microsoft Office Suite, insbesondere Excel und PowerPoint; idealerweise Erfahrung mit dem internen Tool G2.Verhandlungssichere Deutsch und Englischkenntnisse in Wort und Schrift; Französischkenntnisse von Vorteil.Sehr gute Kenntnisse im Bereich Private Banking (z.B. in den Bereichen Lombardkredite, Portfolio Management, Lebensversicherungen etc.).Angenehme und offene Persönlichkeit mit ausgeprägter Teamfähigkeit sowie der Fähigkeit, sich rasch in ein bestehendes Team zu integrieren.Ausgeprägtes kommerzielles Denken, sicheres Auftreten und sehr gute Präsentationsfähigkeiten. Hohe Belastbarkeit, ausgeprägte Fähigkeit zur Priorisierung sowie zum Multitasking. Hohes Maß an Diskretion und Verantwortungsbewusstsein.Wohnsitz in der Schweiz.

    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
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    Private Banker Asia Offshore  

    - Zürich
    A career at Lombard Odier means working for a renowned global wealth a... mehr 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 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.

    Private Banker - Asia Offshore

    YOUR ROLE

    Manage wealthy Asian clients with a focus of building a client bookBuild long-term partnerships and act as the main point of contactAdvise on wealth structuring, family office services including wealth management, estate planning and long term investment strategiesAnalyze clients' financial situations, assess their risk tolerance and recommend appropriate investment strategies to achieve their financial goalsCollaborate with international teams to deliver tailored global solutionsPlay a key role in contributing to the growth of the Asia Team of Lombard Odier in Switzerland

    YOUR PROFILE

    Broad experience in Private Banking or Family Office, focusing on Asian or international HNW/UHNW clientsMaster's degree or relevant professional certifications (e.g. CFA, CFP, SAQ)Fluent in English - Asian languages a plusStrong network in AsiaAnalytical mindset and ability to assess clients' financial situationsEntrepreneurial mindset; experience in dynamic environments preferredDiscreet, service-oriented, proactive and comfortable in taking responsibility

    PERSPECTIVES

    Entrepreneurial, international environment with flat hierarchiesCombine direct client interaction with strategic freedomBenefit from short decision-making paths, global network and focus on excellence and sustainability in Private Banking

    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
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    Senior Internal Auditor  

    - Genève
    A career at Lombard Odier means working for a renowned global wealth a... mehr 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 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.

    As a Senior Internal Auditor, you will be responsible for leading and executing audit engagements across various business areas, with a focus on assessing the effectiveness of internal controls, risk management practices, and governance processes. Your key responsibilities will include:

    YOUR MISSION:

    Plan, lead, and perform risk-based internal audit assignments across operational, financial, and compliance domains.Evaluate the adequacy and effectiveness of internal controls, identifying control gaps and areas for improvement.Analyze business processes and assess risks, ensuring alignment with organizational objectives and regulatory requirements.Provide clear, actionable recommendations to enhance control environments and operational efficiency.Collaborate with stakeholders across departments to understand business operations and promote a culture of risk awareness and control ownership.Prepare high-quality audit reports and present findings to senior management and relevant committees.Monitor the implementation of audit recommendations and follow up on remediation actions.Contribute to the development of the annual audit plan and support continuous improvement initiatives within the Internal Audit function.Contribute to knowledge sharing within the team.

    YOUR PROFILE:

    - Master's degree in Finance, Accounting, Business Administration, or a related field.Minimum of 7 years of experience in internal audit, external audit, or risk management, preferably within a regulated or international environment.Strong understanding of internal control frameworks (e.g., COSO), risk management principles, and governance practices.Solid knowledge of financial and operational processes, with the ability to identify inefficiencies and control weaknesses.Professional certifications such as CIA, CPA, ACCA, or equivalent are highly valued.Experience with data analytics tools and techniques is a plus.Familiarity with regulatory requirements relevant to the industry (e.g., Swiss laws, FINMA, etc.).Excellent analytical, organizational, and communication skills, with the ability to present complex issues clearly and concisely.Fluent in English and French; additional languages are an asset.High level of integrity, discretion, and professionalism.Willingness to travel occasionally for audit missions.Swiss domicile is mandatory.

    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
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    Our client's Private Banking team is committed to delivering exception... mehr ansehen

    Our client's Private Banking team is committed to delivering exceptional service and tailored financial solutions to valued clients across Asia. Reporting directly to the Head of Asia based in Zurich, you will play a pivotal role in ensuring outstanding service quality and efficiency for both internal teams and external clients.

    Your Responsibilities Managing all account opening and closing procedures with precision Maintaining regular communication with clients to keep them informed about their investments' performance and outlook, promptly addressing any issues or complaints Coordinating high-quality reporting, administration, and transition processes related to mandates Professionally handling client queries and managing all client interactions with care and attention Overseeing the accuracy of client reporting, legal documentation, KYC compliance, and resolving any related concerns Supporting business development by preparing presentations, marketing materials, and scheduling appointments for the Head of Asia Assisting in developing and implementing reporting procedures to monitor sales processes effectively

    Internally, you will support the Head of Asia Zurich Office and Relationship Managers by:

    Organising diaries, appointments, travel arrangements, meetings, and correspondence efficiently Conducting background research and preparing reports, briefing papers, documents, and presentations Managing daily cash positions as well as maturities for non-managed clients Processing account documentation meticulously including archiving and filing correspondence Maintaining office systems such as data management and filing protocols Leading specific projects alongside supporting marketing events planning and execution Training new assistants by writing clear processes to ensure smooth onboarding Your Profile A commercial school diploma or bank apprenticeship; alternatively a financial or economic education background At least 5 years' experience as an assistant in private banking within the relevant region Excellent command of English and German; knowledge of Mandarin or Cantonese is highly advantageous Strong proficiency in Microsoft Office applications (Word, Excel, Outlook, PowerPoint) The ability to work independently under pressure while maintaining high-quality output within deadlines Exceptional client service orientation coupled with excellent interpersonal skills at all levels Proven experience in streamlining reporting and communication processes across borders Solid project management capabilities within an international context Outstanding organisational skills with meticulous attention to detail What We Offer

    Our client provides a stimulating work environment where your contributions are valued and recognised. You will have the opportunity to develop your career within an international setting while working alongside experienced professionals dedicated to excellence in private wealth management.

    Contact

    If you are ready to take on this exciting challenge or would like more information, please get in touch with:

    Peter Vogler

    Email:

    Tel.:

    We look forward to receiving your application!

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    Digital & Banking Service Specialist  

    - Genève
    A career at Lombard Odier means working for a renowned global wealth a... mehr 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 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.

    Digital & Banking Services Specialist

    Within the Lombard Odier Private Clients unit (PC) the Digital Client Support as part of the COO Office organization has the main mission to design, implement and manage the day to day operational execution of key Banking & Digital servicing.

    The team is based in our Geneva headquarter and operates mostly & globally as first point of contact for the internal clients (mainly Bankers and their Assistants) and external client for all Digital services matter.

    We are seeking a highly motivated and customer-oriented individual to join our team as Digital Services Specialist, specializing in providing support for our online banking products but also eager to develop and support other internal services for our clients and bankers.

    As a Digital Services Specialist, you will play a crucial role in assisting our customers in navigating and utilizing our online banking platform effectively and occasionally other activities. Your excellent communication skills and product / services knowledge will enable you to provide exceptional customer service and ensure a seamless online banking experience and optimal service.

    YOUR MISSION :

    Act as the primary point of contact for customers seeking assistance with online banking products and services.Resolve customer inquiries and issues by providing accurate and timely information via phone, email, or chat support channels.Help customers with online account setup, password resets, and general troubleshooting.Educate customers about various features and functionalities of our online banking platform to enhance their user experience.Troubleshoot technical problems and escalate complex issues to the appropriate teams for resolution.Maintain comprehensive knowledge of the bank's online banking products, policies, and procedures.Keep meticulous records of customer interactions, transactions, and inquiries using our CRM system.Collaborate closely with other team members and departments to resolve customer concerns efficiently.Support the development of other services as required

    YOUR PROFILE :

    High school diploma or equivalent; bachelor's degree preferred. Hospitality graduates are welcomed.Proven experience in a call center or customer service role, preferably in a banking or financial institution.Strong understanding of online banking products, functionalities, and processes.Proficient in using online banking platforms, mobile applications, and related technologies.Excellent verbal and written communication skills, with the ability to explain complex concepts in a clear and concise manner.Exceptional problem-solving skills with a keen attention to detail.Ability to multitask, prioritize and work efficiently in a fast-paced environment.Patience, empathy, and a genuine desire to help customers.Proficiency in using CRM systems and other call center software applications.Experience in other banking activities / services (i.e. fees, middle-office, ) most welcome.Bilingual proficiency (French, English), Spanish highly recommended and Italian a plus.Residence in Switzerland mandatory.

    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
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    Group Risk Assurance Controls Specialist  

    - Genève
    A career at Lombard Odier means working for a renowned global wealth a... mehr 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 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.

    Group Risk Assurance Controls Specialist

    We are seeking a highly skilled, motivated and proactive Risk Assurance Controls Specialist to join the Operational Risk Management department in Switzerland. The Risk Assurance Controls Specialist will play a key role in the second line of defense, focusing primarily on the design and execution of control testing plans to ensure the effectiveness of the first line of defense risk and control frameworks. This role will involve performing comprehensive assessments of key controls, identifying gaps, recommending improvements to mitigate risks across the organization, and documenting the outcome in comprehensive reports that are presented to senior management in the organization.

    YOUR ROLE:

    Control Testing & Monitoring:

    Conduct regular and ad-hoc control testing in alignment with the bank's operational risk management policies and procedures.Assess key controls across business units in order to confirm that they comply with relevant internal policies, procedures and, and best practices.Evaluate the effectiveness of key controls, identifying weaknesses, inefficiencies, or potential risks.Provide timely and accurate testing results to management, ensuring transparency and actionable insights.Track and report the remediation of identified exceptions, control gaps and deficiencies.Support the wider Risk Assurance Controls Team with the implementation of the bank's risk assurance program and contribute to the evolution of the operational risk management strategies.

    Second Line of Defense:

    Operate as part of the second line of defense, ensuring independent monitoring and oversight of the first line's risk and control management practices.Provide risk assessments, test results, and control evaluations to senior management and relevant stakeholders.Collaborate closely with the teams across the 3 line of defense to ensure alignment with strategic risk objectives.

    Risk Reporting & Communication:

    Prepare detailed reports and risk assessments on the effectiveness of controls and associated risks for management and governing bodies review.Provide recommendations for risk mitigation and control improvements to reduce operational and compliance risks.Communicate effectively with stakeholders at various levels, including business units, senior management, and external auditors.

    Continuous Improvement:

    Contribute to the development and enhancement of control frameworks, testing methodologies, and operational risk management practices.Stay up to date with evolving regulations, industry trends, and best practices in risk assurance and compliance.Drive a culture of risk awareness within the bank, providing advice and guidance on best practices related to control testing and risk management.

    YOUR PROFILE:

    Bachelor's degree in Finance, Business Administration, Accounting, Risk Management, or a related field highly desirableMinimum 3 years of experience within a private banking or financial services industry with at least 1 year in operational risk management, internal control monitoring, or audit, with a focus on control testing and risk assurance.Good understanding of the three lines of defense model in private banking.Expertise in control testing methodologies, risk and control self-assessments, and reporting;Strong knowledge of banking operations, regulatory requirements (e.g., FINMA, Basel III), and industry standards;Excellent analytical, problem-solving, and critical-thinking skills;Proficiency with MS Office Suite; knowledge of data analysis and GRC software is a plus;Strong written and verbal communication skills in English and French; additional languages are a plus.Ability to establish and maintain an effective collaboration with a diverse community of stakeholders;A strong team player, who is reliable and independent, able to prioritize and work to demanding deadlines;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
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    RFP Internship (6-12 months)  

    - Genève
    A career at Lombard Odier means working for a renowned global wealth a... mehr 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 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.

    Lombard Odier Investment Managers ("LOIM") is the asset management business of the Lombard Odier Group. In order to strengthen our RFP team, we are offering a Geneva based

    RFP Internship (6 -12 -months)

    As an RFP Intern, you will work with the Request for Proposal (RFP) team to prepare and coordinate responses to RFPs, Requests for Information (RFI), Due Diligence Questionnaires (DDQs) and other information requests to help the business win and retain client assets.

    This internship offers a unique opportunity to gain hands-on experience in asset management and contribute to the firm's commercial success.

    The RFP team plays a key role in supporting LOIM's institutional and third-party distribution business globally.

    This is an opportunity to join a dynamic and highly collaborative team located in Geneva and London.

    During your internship, you will develop an understanding of the firm's investment strategies, sustainability approach, and products, while collaborating with various stakeholders across the organization.

    YOUR ROLE

    Assist in researching, drafting, and editing responses to RFPs, RFIs, DDQs, and reporting requests.Collaborate across teams including Sales, Marketing, Portfolio Management, Operations, Performance, Compliance, and Legal to gather metrics, information and ensure content is accurate and compelling.Support the coordination and timely delivery of RFP documents.Coordinate and assist in updating standard information documents on our company and investment productsHelp respond to ad hoc requests from different business units.Gain exposure to asset classes and become familiar with LOIM's investment solutions.Support the team to maintain the RFP database (Loopio) and enhance the content library.

    YOUR PROFILE

    Completing a Master degree, preferably in Finance, Economics, or a related field.Strong interest in asset management and willingness to learn about investment products and strategies.Excellent attention to detail and organizational skills.Motivated to contribute and support in business development effortsAbility to manage multiple tasks and meet deadlines.Strong written and verbal communication skills in English (French is a plus).Curious and willing to learn about the industry.A proactive attitude and eagerness to work in a collaborative environment.

    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
  • K
    Envie de lancer ta carrière en Audit ? Rejoins notre équipe et plonge... mehr ansehen
    Envie de lancer ta carrière en Audit ? Rejoins notre équipe et plonge au cœur de l'univers passionnant des Services Financiers !
    Your contribution to KPMG
    Participe activement à des missions d'audit captivantes auprès d'établissements bancaires et financiers (banques, fonds et assurances) en Suisse romande.Intègre nos équipes Audit et contribue directement à l'élaboration de comptes rendus et rapports d'audit.Bénéficie de notre accompagnement pour suivre une formation continue et décrocher le prestigieux diplôme d'expert-comptable suisse.
    This is what makes you successful
    Titulaire d'un Bachelor ou Master en comptabilité, finance ou économie (HEC, HEG ou équivalent).Excellente maîtrise du français et de l'anglais (niveau C1), l'allemand est un atout supplémentaire.Une première expérience en fiduciaire ? C'est un vrai plus pour ce poste !Doté.e d'un excellent relationnel, tu fais preuve d'esprit d'équipe, de persévérance, de flexibilité et sais gérer le stress avec brio.Prêt.e à te déplacer régulièrement pour relever de nouveaux défis ? Nous t'attendons !
    Your benefits
    Flexible Work: We want to give you the support and flexibility to balance your career with life outside of work. You can benefit from hybrid working, flex time options, the opportunity to work from anywhere (for up to 10 working day per calendar year) and generous parental leave.

    Our commitment: Quality and integrity are key at KPMG to inspire confidence and drive change. We recognize our business's wider impact and commit to trustworthy services, with a focus on ESG (Environmental, Social, and Governance) matters for clients and employees.

    Come as you are: We're committed to an inclusive, diverse, and equitable workplace. Our Inclusion, Diversity and Equity (IDE) values are embedded in our policies and interactions. Join a culture that values uniqueness and diverse views. Connect with peers in communities like KNOW & KNOW Young, Pride, and Internationals at KPMG.

    Unlock your potential: We offer personalized training programs, a wide range of courses, and tailored career paths designed to help you reach your full potential. Our offer includes specialized courses, mentorship programs, upskilling trainings the People Manager Academy and much more.

    Springboard for Your Career: Daily interactions with industry experts, in-house training sessions, and support from experienced colleagues as you prepare for exams - it's the little things that make a big difference. KPMG is your career springboard - take a running start!
    Discover KPMG - Become part of our team
    With 300 different auditing and advisory service opportunities, our people can choose the career path that suits them best. Through our competencies in business transformation as well as ESG consulting, we support our clients in today's biggest challenges. We are a purpose-led and values driven company where your insight can create opportunities for you and contribute to a better future. Do work that matters, supported by a community that values difference and cares about you. Gain learning that'll last you a lifetime and be recognized for the impact you make. Find opportunity everywhere with KPMG. weniger ansehen