Julius Baer
Account Manager Private Banking - NRI Switzerland(m/w/x)
Full-timeOn-siteExperienced
Zürich
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LOLombard Odier
Private Banker Asia Offshore(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Advising wealthy Asian clients on wealth structuring, family office services, and estate planning at global wealth manager with CHF 300bn AUM. Broad Private Banking or Family Office experience with a strong Asian network required; Asian languages a plus. Global network access, internal mobility opportunities.
Requirements
- Broad experience in Private Banking or Family Office
- Master's degree or relevant professional certifications
- Fluency in English; Asian languages a plus
- Strong network in Asia
- Analytical mindset and ability to assess clients' financial situations
- Entrepreneurial mindset; experience in dynamic environments preferred
- Discreet, service-oriented, proactive and comfortable in taking responsibility
Tasks
- Manage relationships with wealthy Asian clients
- Build long-term partnerships as the main point of contact
- Advise on wealth structuring and family office services
- Provide guidance on estate planning and investment strategies
- Analyze clients' financial situations and assess risk tolerance
- Recommend investment strategies to meet financial goals
- Collaborate with international teams for tailored solutions
- Contribute to the growth of the Asia Team in Switzerland
Work Experience
- approx. 1 - 4 years
Education
- Master's degree
Languages
- English – Business Fluent
Benefits
Startup Environment
- Short decision-making paths
Career Advancement
- Global network
- Internal mobility
Sustainability Focus
- Focus on excellence and sustainability
Learning & Development
- Individual upskilling programs
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Lombard Odier and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
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LOLombard Odier
Private Banker Asia Offshore(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Advising wealthy Asian clients on wealth structuring, family office services, and estate planning at global wealth manager with CHF 300bn AUM. Broad Private Banking or Family Office experience with a strong Asian network required; Asian languages a plus. Global network access, internal mobility opportunities.
Requirements
- Broad experience in Private Banking or Family Office
- Master's degree or relevant professional certifications
- Fluency in English; Asian languages a plus
- Strong network in Asia
- Analytical mindset and ability to assess clients' financial situations
- Entrepreneurial mindset; experience in dynamic environments preferred
- Discreet, service-oriented, proactive and comfortable in taking responsibility
Tasks
- Manage relationships with wealthy Asian clients
- Build long-term partnerships as the main point of contact
- Advise on wealth structuring and family office services
- Provide guidance on estate planning and investment strategies
- Analyze clients' financial situations and assess risk tolerance
- Recommend investment strategies to meet financial goals
- Collaborate with international teams for tailored solutions
- Contribute to the growth of the Asia Team in Switzerland
Work Experience
- approx. 1 - 4 years
Education
- Master's degree
Languages
- English – Business Fluent
Benefits
Startup Environment
- Short decision-making paths
Career Advancement
- Global network
- Internal mobility
Sustainability Focus
- Focus on excellence and sustainability
Learning & Development
- Individual upskilling programs
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Lombard Odier and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
About the Company
Lombard Odier
Industry
FinancialServices
Description
The company is a renowned global wealth and asset manager focused on sustainable investing, managing close to CHF 300 billion.
Not a perfect match?
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