Banque Lombard Odier & Cie SA
Private Banking Assistant(m/w/x)
Full-timeOn-siteSenior
Genf
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LOLombard Odier
Senior Private Assets Client Services Specialist(m/w/x)
Genf
Full-timeOn-siteSenior
Nejo AI Summary
Driving private asset distribution and training for private bankers at a global wealth manager. 8+ years in private equity sales or investments required. Focus on sustainable investing strategies.
Requirements
- More than 8 years of relevant work experience in private equity sales or investments
- Understanding of private banking environment, products, technology, and financial instruments
- Proven self-starter with ability to operate independently
- Ability to prioritise in a fast-moving, high-pressure environment
- High degree of business and commercial awareness
- Strong sales skills
- Good team player with strong willingness to contribute
- Fluency in English; German would be a plus
- Excellent communication, networking, and presentation skills
- Willingness to travel
Tasks
- Drive distribution of private assets
- Participate in client meetings with private bankers and portfolio managers
- Act as asset class specialist in collaboration with the Private Assets team
- Ensure representation of private assets in investment views and strategies
- Train private bankers and investment specialists on private assets
- Create effective marketing materials
- Design distribution roadmaps and identify legal structures
- Understand regulatory distribution requirements and tax implications
- Define operational processes for successful delivery
- Review risks and issues impacting delivery
Work Experience
- 8 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- English – Native
- German – Basic
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
Senior Private Assets Client Services Specialist(m/w/x)
Genf
Full-timeOn-siteSenior
Nejo AI Summary
Driving private asset distribution and training for private bankers at a global wealth manager. 8+ years in private equity sales or investments required. Focus on sustainable investing strategies.
Requirements
- More than 8 years of relevant work experience in private equity sales or investments
- Understanding of private banking environment, products, technology, and financial instruments
- Proven self-starter with ability to operate independently
- Ability to prioritise in a fast-moving, high-pressure environment
- High degree of business and commercial awareness
- Strong sales skills
- Good team player with strong willingness to contribute
- Fluency in English; German would be a plus
- Excellent communication, networking, and presentation skills
- Willingness to travel
Tasks
- Drive distribution of private assets
- Participate in client meetings with private bankers and portfolio managers
- Act as asset class specialist in collaboration with the Private Assets team
- Ensure representation of private assets in investment views and strategies
- Train private bankers and investment specialists on private assets
- Create effective marketing materials
- Design distribution roadmaps and identify legal structures
- Understand regulatory distribution requirements and tax implications
- Define operational processes for successful delivery
- Review risks and issues impacting delivery
Work Experience
- 8 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- English – Native
- German – Basic
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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