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

pA career at bLombard Odier /b 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.br/  /ppWith a history spanning over 230 years, bLombard Odier /b 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 bLombard Odier Investment Managers /b and provide advanced banking technology to other financial institutions.br/  /ppb“Rethink Everything” is our philosophy /b – 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. /ppbPrivate Banking Assistant, UK Market (7-month contract) /b /ppWe 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. /ppbYOUR ROLE /b /plipSupport Private Bankers in clients’, administrative and commercial activities, to ensure a service of excellence to a UHNW and HNW demanding clientele. /p /lilipProvide information to clients about their portfolios. /p /lilipVerify, process and place transfer and all market orders in the system as per client instructions, and follow up. /p /lilipLiaise with internal services to ensure timely and accurate execution/resolution of clients’ requests. /p /lilipManage in an impeccable way account openings and proactively process and follow opening formalities, monitoring of the accounts, cash management, overdrafts /p /lilipProactively deal with all administrative tasks (filing/recording of documentation and KYC, ALM alerts monitoring, documentation update etc.) in collaboration with Private Bankers. /p /lilipPrepare under the guidance of the Private Bankers, presentation material for client meetings and for business development activities. /p /lilipDeal with clients’ mailing. /p /lilipSupport clients with on-line access.br/  /p /lipbYOUR PROFILE /b /plipAcademic or commercial education in the financial field. /p /lilipMinimum 5 years’ experience in banking, in a similar role. /p /lilipAdvanced 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. /p /lilipPerfect command of English and French. /p /lilipVery good knowledge of Private Banking services (Lombard Loans, Portfolio Management, Life Insurance, etc.) /p /lilipPleasant personality, ability to integrate into an existing team and to work as part of a team, open-mindedness. /p /lilipCommercial spirit, and excellent presentation. Strong resistance to stress, ability to multi-task and prioritise workload. Strong sense of confidentiality. /p /lilipbDomicile in Switzerland. /b /p /lipbOur Maison’s DNA /bis defined by five core values. bExcellence /b drives us to be the best at what we do, while bInnovation /b fuels our progress. bRespect /b underpins every interaction, and bIntegrity /bshapes our actions. Together, we are bOne Team /b, united in serving our clients with unwavering dedication. /ppAs a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. bDiversity, Equity and Inclusion /b 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. /ppbIt is an exciting time to join our Teams. All applications will be handled in the strictest confidence. /b /p