Lombard Odier
Private Banking Assistant - New Market(m/w/x)
Full-timeOn-siteSenior
Genf
New Job?Nejo!
The AI Job Search Engine
BABanque Lombard Odier & Cie SA
Private Banking Assistant(m/w/x)
Genf
Full-timeOn-siteSenior
Nejo AI Summary
Verifying and processing transfer/market orders, managing account openings at a global wealth manager with CHF 300bn AUM. Minimum 5 years banking experience in a similar role required. Work in a team focused on sustainable investing.
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 client activities
- Provide clients with portfolio information
- Verify and process transfer and market orders
- Liaise with internal services for client requests
- Manage account openings and monitor account activities
- Handle cash management and overdrafts
- Perform administrative tasks, including documentation and KYC
- Prepare presentation materials for client meetings
- 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 in-house tool
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Banque Lombard Odier & Cie SA 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.
Not a perfect match?
- Barclays Bank SA/UAE
Private Banking Executive(m/w/x)
Full-timeOn-siteExperiencedGenf - CH10 - BJB Bank Julius Baer & Co. Ltd.
Senior Executive Assistant(m/w/x)
Full-timeOn-siteSeniorGenf - BVZH Bank Vontobel AG
Client Associate(m/w/x)
Full-timeOn-siteExperiencedGenf - CH10 - BJB Bank Julius Baer & Co. Ltd.
Assistant Relationship Manager(m/w/x)
Full-timeOn-siteNot specifiedGenf
BABanque Lombard Odier & Cie SA
Private Banking Assistant(m/w/x)
Genf
Full-timeOn-siteSenior
Nejo AI Summary
Verifying and processing transfer/market orders, managing account openings at a global wealth manager with CHF 300bn AUM. Minimum 5 years banking experience in a similar role required. Work in a team focused on sustainable investing.
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 client activities
- Provide clients with portfolio information
- Verify and process transfer and market orders
- Liaise with internal services for client requests
- Manage account openings and monitor account activities
- Handle cash management and overdrafts
- Perform administrative tasks, including documentation and KYC
- Prepare presentation materials for client meetings
- 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 in-house tool
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Banque Lombard Odier & Cie SA 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
Banque Lombard Odier & Cie SA
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?
- Lombard Odier
Private Banking Assistant - New Market(m/w/x)
Full-timeOn-siteSeniorGenf - Barclays Bank SA/UAE
Private Banking Executive(m/w/x)
Full-timeOn-siteExperiencedGenf - CH10 - BJB Bank Julius Baer & Co. Ltd.
Senior Executive Assistant(m/w/x)
Full-timeOn-siteSeniorGenf - BVZH Bank Vontobel AG
Client Associate(m/w/x)
Full-timeOn-siteExperiencedGenf - CH10 - BJB Bank Julius Baer & Co. Ltd.
Assistant Relationship Manager(m/w/x)
Full-timeOn-siteNot specifiedGenf