Tasks Independently manage and handle client relationships, covering administrative, banking, and legal structure activities as part of daily operations Support in identifying clients' cash needs and available liquidity for commitments or investments Monitor maturities and transactions (inflows and outflows), ensuring proper controls and collecting relevant background information Execute all stages of direct investment subscription processes (e.g., Private Equity, Hedge Funds), including initial subscriptions, capital calls, and distributions; liaise with fund administrators, fund managers, custodians, legal advisors, and directors regarding KYC matters Maintain and update loan schedules and company organizational charts Communicate and coordinate with service providers, trustees, lawyers, and banks. Oversee onboarding of new clients Coordinate and execute updates, changes in circumstances, and closures of (bank) client relationships Support the Head of Client Management Team in the implementation of projects and act as deputy when required Perform all execution-related administrative tasks, including drafting, printing, scanning, filing, and dispatching of documents and contracts Ensure full compliance with the Code of Conduct and all internal policies and regulations (e.g., Cross-Border, AML, Clear Desk Policy) Contribute to the continuous improvement and enhancement of operational efficiency across the business Collaborate effectively with internal departments and external stakeholders to support seamless operations and client service excellence Your profile 5-10 years of relevant professional experience in client administration or account management within the Swiss banking environment Solid understanding of the trust business and/or the financial services industry Strong proficiency in MS Office applications Fluent in English and German; French is an advantage Experienced in working within multicultural and multilingual environments Flexible, proactive, and service-oriented, with an entrepreneurial mindset Organized and efficient working style with strong attention to detail Excellent team player with a collaborative approach weniger ansehen

Tasks Independently manage and handle client relationships, covering administrative, banking, and legal structure activities as part of daily operations Support in identifying clients' cash needs and available liquidity for commitments or investments Monitor maturities and transactions (inflows and outflows), ensuring proper controls and collecting relevant background information Execute all stages of direct investment subscription processes (e.g., Private Equity, Hedge Funds), including initial subscriptions, capital calls, and distributions; liaise with fund administrators, fund managers, custodians, legal advisors, and directors regarding KYC matters Maintain and update loan schedules and company organizational charts Communicate and coordinate with service providers, trustees, lawyers, and banks. Oversee onboarding of new clients Coordinate and execute updates, changes in circumstances, and closures of (bank) client relationships Support the Head of Client Management Team in the implementation of projects and act as deputy when required Perform all execution-related administrative tasks, including drafting, printing, scanning, filing, and dispatching of documents and contracts Ensure full compliance with the Code of Conduct and all internal policies and regulations (e.g., Cross-Border, AML, Clear Desk Policy) Contribute to the continuous improvement and enhancement of operational efficiency across the business Collaborate effectively with internal departments and external stakeholders to support seamless operations and client service excellence Your profile 5-10 years of relevant professional experience in client administration or account management within the Swiss banking environment Solid understanding of the trust business and/or the financial services industry Strong proficiency in MS Office applications Fluent in English and German; French is an advantage Experienced in working within multicultural and multilingual environments Flexible, proactive, and service-oriented, with an entrepreneurial mindset Organized and efficient working style with strong attention to detail Excellent team player with a collaborative approach weniger ansehen

Our client operates a rapidly expanding digital trading platform for treasury products and continues to strengthen its international presence. To fuel this momentum, we are seeking a driven and entrepreneurial Sales and Relationship Manager who is eager to shape the next phase of growth.

Ownership, collaboration, and shared success form the backbone of the company's culture. Regular team events, short decision-making cycles, and a vibrant workplace in the FintechHub in Zurich provide the ideal environment for innovation, agility, and personal development.

Your Responsibilities Proactively identify and engage key decision-makers and opinion leaders at 2nd pillar asset managers, banks, insurance companies, and major institutional investors across French-speaking Switzerland and beyond Inspire prospective clients with the platform's value proposition and offer dedicated support throughout their daily operations Represent the company at leading industry events and conferences, with a strong focus on the French-speaking region Play an active role in refining and evolving the platform, bringing client insights and market feedback to the product team Continuously monitor market dynamics, client needs, and competitor activity to uncover new business opportunities Your Profile Proven experience as a broker in institutional financing or term deposits, or a successful track record in sales within the fintech, banking, or SaaS environment A well-established network among managers overseeing significant liquidity pools Strong understanding of treasury products and the challenges faced by institutional financial market participants Exceptional communication, relationship-building, and negotiation skills Self-driven, proactive, and comfortable working with a high level of independence Professional fluency in German and English, with French being a strong advantage Practical experience with HubSpot, ideally at both user and superuser levels What We Offer Extensive scope for initiative, impact, and personal responsibility A compelling compensation package combining a competitive base salary with revenue-based incentives A culture of openness, fast decision-making, and direct access to senior leadership weniger ansehen

Our client operates a rapidly expanding digital trading platform for treasury products and continues to strengthen its international presence. To fuel this momentum, we are seeking a driven and entrepreneurial Sales and Relationship Manager who is eager to shape the next phase of growth.

Ownership, collaboration, and shared success form the backbone of the company's culture. Regular team events, short decision-making cycles, and a vibrant workplace in the FintechHub in Zurich provide the ideal environment for innovation, agility, and personal development.

Your Responsibilities Proactively identify and engage key decision-makers and opinion leaders at 2nd pillar asset managers, banks, insurance companies, and major institutional investors across French-speaking Switzerland and beyond Inspire prospective clients with the platform's value proposition and offer dedicated support throughout their daily operations Represent the company at leading industry events and conferences, with a strong focus on the French-speaking region Play an active role in refining and evolving the platform, bringing client insights and market feedback to the product team Continuously monitor market dynamics, client needs, and competitor activity to uncover new business opportunities Your Profile Proven experience as a broker in institutional financing or term deposits, or a successful track record in sales within the fintech, banking, or SaaS environment A well-established network among managers overseeing significant liquidity pools Strong understanding of treasury products and the challenges faced by institutional financial market participants Exceptional communication, relationship-building, and negotiation skills Self-driven, proactive, and comfortable working with a high level of independence Professional fluency in German and English, with French being a strong advantage Practical experience with HubSpot, ideally at both user and superuser levels What We Offer Extensive scope for initiative, impact, and personal responsibility A compelling compensation package combining a competitive base salary with revenue-based incentives A culture of openness, fast decision-making, and direct access to senior leadership 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 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.

Product Owner - Risk & Compliance (CRM Platform)

Lombard Odier Group operates its own proprietary banking technology platform used by the Group and provided to other private banks and financial institutions through a BPO business model. The Technology & Operations (T&O) department maintains and develops the platform through the delivery of solutions for the Bank's business divisions.

Within Lombard Odier's Development department, we seek to strengthen our teams with an experienced Product Owner dedicated to the Risk & Compliance domain within our Customer Relationship Management (CRM) product. Our bankers' CRM-primarily developed in-house-is fully integrated within our Wealth Management application suite and is a key differentiator of our technology offering. Given the central role of client lifecycle management and first-line controls in Private Banking, we aim to bring our CRM's Risk & Compliance capabilities to the next level.

As a Product Owner for Risk & Compliance within the CRM platform, you will be part of the Wealth Management software development team and report to the CRM Product Manager. The team, working in an agile framework, brings together all "front-office" products serving bankers, relationship managers, clients, and key control functions. In your day-to-day work, you will collaborate with peer product owners, product managers, project managers, business analysts, developers, and-crucially-business stakeholders across Private Clients, Group Compliance & Risk, Tax, and Regulatory Reporting.

YOUR ROLE

Define the product vision and roadmap for Risk & Compliance in CRM

Own the end-to-end design and evolution of AML/KYC risk scoring within CRM

Implement and streamline regulatory suitability & appropriateness processes

Act as the primary interface between business stakeholders and the product team, ensuring clear understanding, timely feedback loops, and resolution of emerging needs and issues.

Perform continuous market and regulatory watch on compliance tooling and operating practices (e.g., KYC/CLM, suitability, AML risk engines) to benchmark and anticipate changes.

Proactively work with our 3rd party suppliers to drive value, establishing a solid and sound relationship.

Lead potential RFI/RFP processes

Foster a positive product team dynamic while maximizing ROI of product features as well as end users' satisfaction.

Maintain & prioritize the backlog by including changes and project demands while ensuring product maintenance to guarantee stability and sustainability over the long term.

Set and communicate work priorities, updates and issues that emerge during the development process.

Create sprint goals, actionable epics and user stories based on the requirements defined for each feature (function) in collaboration with the product team.

Participate in project estimation costs based on business requirements.

Ensure high product quality is met by overseeing test strategy definition, execution, and automation.

Track product analytics to measure adoption and performance. Use these data to drive decisions and setting priorities.

Act as third level of support by ensuring effective incident management through resources mobilization, team coordination and providing clear status reports.

Oversee the resolution of IT-related risks, audits, and problem management action items in a timely manner.

Ensure our external applications remain up to date and compatible with the technologies operated by the Bank, while staying aware of the way the IT operations dept operates them.

YOUR PROFILE

+5 years' experience in managing application and digital solution delivery.

Bachelor's degree in computer science, business management, or a relevant field. Master degree is a plus.

Proven experience as a product owner, project manager or similar role, demonstrating successful delivery on various sizes of scope and complexity.

Agile project management certifications are desirable (e.g., CSPO, SAFe).

Experience working in cross-functional teams and managing stakeholders with diverse backgrounds and perspectives.

Proficiency in project management software and tools (e.g., Jira, Confluence, ServiceNow, Clarity).

Excellent leadership abilities, with the capacity to lead product vision.

Strong communication and interpersonal skills, with the ability to effectively interact with stakeholders, experts and external third parties in French and English.

Ability to break complex problems into simpler ones and prioritize them based on ROI.

Ability to understand user expectations and anticipate new demands based on market trends

Capacity to conduct arbitration processes and decision-making.

Financial acumen and budget management skills.

Business and technical knowledge of existing best-in class banking CRM applications would be a definitive plus

Good knowledge of Scrum and agile software development methodologies.

Residence in Switzerland or willingness to relocate.

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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