A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents.
With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions.
“Rethink Everything” is our philosophy – it is at the heart of everything we do. We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients.
Our External Wealth Managers / EAM department in Zurich is looking for an experienced EAM Banker / Developer.
The candidate will join a dynamic and growing team, within the Private Clients unit, dedicated to the development and service of our external partners.
Your mission :
* Grow the team’s book through the development of the existing partnerships and/or new partnerships.
* Offer a premium service to a demanding professional clientele and ensure direct responsibility of a book of clients, from commercial, technical and operational perspectives.
* Present the bank's full offering, tools, services and solutions.
* Ensure impeccable monitoring of files with proactivity and independence.
* Liaise with internal services to provide high-quality responses to clients and partners.
* Verify and place transfer and market orders.
* Ensure impeccable compliance and legal management and monitoring.
Your profile :
* Proactive and commercial mindset, very good communication and presentation skills, strong self-motivation and sense of service.
* Minimum ten years' experience in a similar role, in an EAM environment.
* Very good ability to work in a team, demanding, strong ability to multitask.
* German mother tongue, very good level of English. French an asset.
* Academic or commercial training related to the financial sector.
* Strong sense of confidentiality.
* Good IT level (MS Office), ideally knowledge of the G2 in-house tool.
* CWMA mandatory or to be obtained within 6 months.
* Residence in Switzerland.
Our Maison’s DNA is defined by five core values. Excellence drives us to be the best at what we do, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team, united in serving our clients with unwavering dedication.
As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. Diversity, Equity and Inclusion are woven into the fabric of our Maison’s DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs.
It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.
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