Private Banker Assistant - UK Market

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. Within our Zurich office, we are looking for a full time Private Banker Assistant to support our UK team. You will support the team of Private Bankers as well as work closely with colleagues within back office, trading or investment related departments. You will be required to provide client focused services and ensure the adherence to all relevant processes. Moreover, you will actively contribute to the development of business opportunities within the teams in close collaboration with the Private Bankers. Your Mission : Deal with all administrative matters :

• Provide information about portfolio valuation, account balances, trades, etc. directly to clients
• Process transfer orders
• Liaise with internal service providers to ensure a timely and accurate response to client related requests
• Prepare account opening forms and process account openings/closing whilst adhering to the bank’s strict internal processes/policies
• Follow up with client request during banker’s travel / absence
• Cash management (debit and credit) : cover the debits, place the credit on FD/MM
• Monitoring and Management of administrative pending task (see Excel table tool)
• Under Process transfer orders: good knowledge on AML and clarification notes in G2

Contribute to the teams’ commercial initiatives :

• Prepare client investment reports and tailored presentations for business development activities
• Assist Private Bankers in the production of presentation material for client review meetings
• Assist on preparing administrative / remediation matters before a business trip
• Assist Banker in updating/maintaining client KCY profile (on-going work)
• Sensitive to High Risk markets/jurisdictions

Living up to the standards of Lombard Odier :

• Understanding Lombard Odier’s Risk Management Framework and being familiar with the risk responsibilities within the teams
• Comply with all applicable legal, regulatory and internal Compliance requirements including, but not limited to, the Local Office Compliance manual and Compliance policies and procedures as issued from time to time. Maintain appropriate knowledge to ensure you are fully qualified to undertake the role. Complete all mandatory training as required to attain and maintain competence.
• Become familiar with the Lombard Odier’s DNA and our values and respect them at all times

Your Profile :

• Minimum 3 years of experience in the private banking industry with a proven track record when it comes to dealings with sophisticated clients/complex situations
• English and German bilingual, any other language an asset
• Experience dealing with FATCA and MIFID topics and working with all related documents
• Client focused, communicative, autonomous, diligent, self-organised, multi-tasker and having the ability to prioritise your workload, ability to work under stress / tight deadline
• Confident to build strong professional relationships with colleagues within the team and the bank
• Good knowledge of Microsoft Office suite

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. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy. It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.