Banque Lombard Odier & Cie SA
Private Banking Assistant(m/w/x)
Full-timeOn-siteSenior
Genf
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LOLombard Odier
Private Banking Assistant - New Market(m/w/x)
Genf
Full-timeOn-siteSenior
Nejo AI Summary
Processing client orders and portfolio inquiries for high-net-worth individuals at global wealth manager with CHF 300 billion AUM. Perfect command of English and French required. Work with proprietary G2 in-house tool.
Requirements
- Academic or commercial education in the financial field
- Minimum 5 years’ experience in banking, in a similar role
- Advanced knowledge of Microsoft Office suite, particularly Excel and PowerPoint, ideally knowledge of G2 in-house tool
- Perfect command of English and French
- Very good knowledge of Private Banking services
- Pleasant personality and ability to work as part of a team
- Commercial spirit and excellent presentation
- Domicile in Switzerland
Tasks
- Support Private Bankers in administrative and commercial activities
- Provide clients with information about their portfolios
- Verify, process, and place transfer and market orders as per client instructions
- Follow up on client orders
- Liaise with internal services for timely execution of client requests
- Manage account openings and monitor accounts and cash management
- Handle overdrafts with attention to detail
- Perform administrative tasks, including filing and documentation updates
- Monitor FCRM alerts in collaboration with Private Bankers
- Prepare presentation materials for client meetings and business development
- Manage client mailing
- Assist clients with online access
Work Experience
- 5 years
Education
- Vocational certificationOR
- Bachelor's degree
Languages
- English – Native
- French – Native
Tools & Technologies
- Microsoft Office
- Excel
- PowerPoint
- G2
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 Banking Assistant - New Market(m/w/x)
Genf
Full-timeOn-siteSenior
Nejo AI Summary
Processing client orders and portfolio inquiries for high-net-worth individuals at global wealth manager with CHF 300 billion AUM. Perfect command of English and French required. Work with proprietary G2 in-house tool.
Requirements
- Academic or commercial education in the financial field
- Minimum 5 years’ experience in banking, in a similar role
- Advanced knowledge of Microsoft Office suite, particularly Excel and PowerPoint, ideally knowledge of G2 in-house tool
- Perfect command of English and French
- Very good knowledge of Private Banking services
- Pleasant personality and ability to work as part of a team
- Commercial spirit and excellent presentation
- Domicile in Switzerland
Tasks
- Support Private Bankers in administrative and commercial activities
- Provide clients with information about their portfolios
- Verify, process, and place transfer and market orders as per client instructions
- Follow up on client orders
- Liaise with internal services for timely execution of client requests
- Manage account openings and monitor accounts and cash management
- Handle overdrafts with attention to detail
- Perform administrative tasks, including filing and documentation updates
- Monitor FCRM alerts in collaboration with Private Bankers
- Prepare presentation materials for client meetings and business development
- Manage client mailing
- Assist clients with online access
Work Experience
- 5 years
Education
- Vocational certificationOR
- Bachelor's degree
Languages
- English – Native
- French – Native
Tools & Technologies
- Microsoft Office
- Excel
- PowerPoint
- G2
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.
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