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Lombard Odier
last mo.

Private Banker Asia Offshore(m/w/x)

Zürich
Full-timeOn-siteExperienced

Description

In this role, you will engage with affluent clients, providing expert advice on wealth management and investment strategies. Your day-to-day responsibilities will involve building strong relationships and collaborating with global teams to deliver customized financial solutions.

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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

Education

Master's degree

Work Experience

approx. 1 - 4 years

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

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
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