About Us
Lombard Odier is a renowned global wealth and asset manager with a strong focus on sustainable investing.
We are an innovative bank of choice for private and institutional clients, offering a comprehensive range of discretionary and advisory portfolio management, wealth services, and custody.
With over 225 years of history, we provide advanced banking technology to other financial institutions and operate from over 25 offices across 4 continents.
Cross Border Expert Role
The Cross Border Expert will provide support and advice to staff across the Private Clients business regarding cross border matters and all related projects.
Key Responsibilities:
* Review and provide independent reviews of cross-border manuals and their operationalization into the Bank's processes and workflows.
* Provide analysis and reports on cross-border compliance framework efficiency to CP COO and relevant committees, identifying potential areas of improvement and proposing corrective action plans as needed.
* Support and assist with audit enquiries and recommendations related to Cross Border matters to ensure consistency across the Groupe.
* Be a cross-border expert contact for front office, supporting and advising on Cross Border related matters.
* Maintain an efficient Cross-Border training program and review and update relevant Cross-Border trainings on a regular basis.
* Provide active support on cross-border rules to second- or third-line staff and be the first point of contact for IT projects on cross-border related matters.
* Drive the review and updates of Cross-Border related policies and procedures.
* Maintain the agenda of the cross-border committee, action log, and draft minutes.
Requirements
* University degree in law or equivalent.
* At least 5 years of experience in banking and finance or in risk or compliance management functions.
* Fluent in French and English.
* Excellent professional knowledge of MS Office tools.
* Good understanding of Risk and cross-border regulations and practices in the private banking sector.
* Analytical and problem-solving mindset. Output-driven.
* Excellent interpersonal and communication, presentation skills.
* Ability to work well both independently and in a team.
* Ability to work under pressure and in a dynamic environment.
* Must be resident in CH.
Our Values
Our Maison's DNA is defined by five core values: Excellence, Innovation, Respect, Integrity, and One Team.
We promote a diverse and inclusive work environment, encouraging internal mobility and individual upskilling programs.