descripción del trabajo

pA career at bLombard Odier /b 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.br/  /ppWith a history spanning over 225 years, bLombard Odier /b 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 bLombard Odier Investment Managers /b and provide advanced banking technology to other financial institutions.br/  /ppb“Rethink Everything” is our philosophy /b – 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. /ppProvide support to Private Bankers and management (COO) on all client-focused operations. Assist with client administration and client management, organise workflows and ensure that processes remain timely as well as efficient and effective. /ppbYOUR ROLE /b /ppbDeal with all requirements of clients /b /pliProvide information about their portfolio valuation, support with the access on-line (e-services) /liliProcess transfer orders and deal with client correspondence and all administrative matters. /liliLiaise with internal service providers within the company to ensure timely and accurate execution/resolution of clients’ request on their account activity. /liliOrder input into G2 (Payments, Corporate Actions, Market Orders, Forex, Swaps, Derivatives, Fiduciary Deposits) as per client instructions received and ensure 4-eyes principle and follow up of those. /liliFollow-up on corporate action and cash management /lipbSupport Private Bankers with all administrative duties pertaining to the clients’ accounts /b /pliAccount opening process, daily monitoring of the accounts, cash management, overdraft monitoring, open trades monitoring, act as first contact for all administrative KYC file documentation issues, input of Quality Risks for the Front team, FCRM alerts monitoring in collaboration with Private Bankers /liliEnsure appropriate filling/recording of documentation of all client account documentation /liliNotify Bankers of documentation issues/pending items encountered in the course of the development of business by the Private Bankers /liliDeal with the specific mailing for the clients (welcome pack, fiscal statements, specific mailing, etc.) /lipbSupport COO in operational matters including change management (e.g. regulatory) and strategy. /b /pliAssist in the implementation/review/observance of controls, directives, processes and setup in front/middle office operations. /lipbContribute to the clients / prospects commercial support /b /pliPrepare under the guidance of the Private Bankers, pitches and presentation for business development activities, Prepare client investment reports in addition to standard reports /liliAssist Private Bankers in the production of presentation material for client review meetings. /lipbContribute to the correct accomplishment of the bank’s legal responsibilities and risk management /b /pliGive support to the Legal Compliance department as well as Risk, Audit and Finance departments /liliGive support to the clients with the accomplishment of their legal obligations and inform superior about any risk management event in day-to-day work which can impact the business. /lipbAttend regular meetings or conference calls with other members of the Private Banking team as requested and as appropriate e.g. weekly market meeting, CISI seminars. /b /ppbYOUR PROFILE: /b /ppbQualification / education : /b /pliMinimum ‘A’ Level with relevant experience /liliBachelor Degree Level desirable /lipbExperience /b /pliWorking in an international, multicultural environment /liliHistory of direct client interaction and ability to maintain a professional approach at all times /lipbCompetencies / soft skills: /b /pliOrganization with ability to priorities workload accordingly /liliA first-rate communicator /liliConfidence to build strong professional relationships with other teams within the company /liliDetailed-oriented /liliClient oriented /liliStress resilient /lipbLanguage skills: /b /pliSpanish and English compulsory - French desirable. /lipbOur Maison’s DNA /bis defined by five core values. bExcellence /b drives us to be the best at what we do, while bInnovation /b fuels our progress. bRespect /b underpins every interaction, and bIntegrity /bshapes our actions. Together, we are bOne Team /b, united in serving our clients with unwavering dedication. /ppAs a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. bDiversity, Equity and Inclusion /b 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. /ppbIt is an exciting time to join our Teams. All applications will be handled in the strictest confidence. /b /p