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Multi Entity Account Specialist(m/w/x)
Guiding bankers on onboarding and Swiss regulatory requirements for private and institutional wealth management clients. 5-10 years relevant experience in financial services required. Coordination with product specialists across global entities.
Requirements
- Strong interpersonal and communication skills
- Driven towards pragmatic solutions
- Dedication to fostering an inclusive culture
- Strong skills in financial services industry
- Minimum 5 to 10 years relevant experience
- Understanding of financial services regulations
- Proven knowledge of international payments
- Good knowledge of Swiss regulation
- Banking degree or equivalent required
- Fluent in French and English
- Resident in Geneva or willing to relocate
Tasks
- Guide bankers through onboarding and changes.
- Explain Swiss requirements to bankers.
- Verify business cases and detect deviations.
- Act as a specialist in account management.
- Coordinate with product specialists for deployments.
- Input and validate payments and transfers.
- Handle cash deposits and withdrawals for clients.
- Assist bankers with administrative tasks.
- Prepare client communications and documentation.
- Report issues affecting business operations.
- Monitor liquidity and support account closures.
- Adhere to risk control framework guidelines.
- Comply with legal and regulatory requirements.
- Maintain knowledge of cross-border requirements.
- Promote company values of excellence and integrity.
Work Experience
- 5 - 10 years
Education
- Vocational certificationOR
- Bachelor's degree
Languages
- French – Business Fluent
- English – Business Fluent
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Multi Entity Account Specialist(m/w/x)
Guiding bankers on onboarding and Swiss regulatory requirements for private and institutional wealth management clients. 5-10 years relevant experience in financial services required. Coordination with product specialists across global entities.
Requirements
- Strong interpersonal and communication skills
- Driven towards pragmatic solutions
- Dedication to fostering an inclusive culture
- Strong skills in financial services industry
- Minimum 5 to 10 years relevant experience
- Understanding of financial services regulations
- Proven knowledge of international payments
- Good knowledge of Swiss regulation
- Banking degree or equivalent required
- Fluent in French and English
- Resident in Geneva or willing to relocate
Tasks
- Guide bankers through onboarding and changes.
- Explain Swiss requirements to bankers.
- Verify business cases and detect deviations.
- Act as a specialist in account management.
- Coordinate with product specialists for deployments.
- Input and validate payments and transfers.
- Handle cash deposits and withdrawals for clients.
- Assist bankers with administrative tasks.
- Prepare client communications and documentation.
- Report issues affecting business operations.
- Monitor liquidity and support account closures.
- Adhere to risk control framework guidelines.
- Comply with legal and regulatory requirements.
- Maintain knowledge of cross-border requirements.
- Promote company values of excellence and integrity.
Work Experience
- 5 - 10 years
Education
- Vocational certificationOR
- Bachelor's degree
Languages
- French – Business Fluent
- English – Business Fluent
About the Company
100 Banque Lombard Odier & Cie SA
Industry
FinancialServices
Description
Lombard Odier is a renowned global wealth and asset manager with a strong focus on sustainable investing. The bank provides comprehensive portfolio management, wealth services, and advanced banking technology to private and institutional clients.
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