Private Banking Assistant - Swiss Domestic - Vevey (80-100%) — Lombard Odier
CHF 60'500 - 91'500
Lombard Odier · Vevey (VD)
- Location
- Vevey
- Contract
- full-time
- Posted
- 8 days ago
SalaryCHF 60'500 - 91'500
Role overview
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-capitalized 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 230 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody.
- 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-capitalized banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents.
- Understand Lombard Odier's risk management framework and become familiar with risk responsibilities within 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 published from time to time.
- Economic or banking training (Business School Diploma, CFC or equivalent), HEC, HEG.
- Minimum 5 years of experience in the banking field, ideally in a similar function.
Main responsibilities
- Understand Lombard Odier's risk management framework and become familiar with risk responsibilities within 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 published from time to time.
- Maintain appropriate knowledge to ensure you are fully qualified to take on the role.
- Complete all mandatory training required to acquire and maintain competency.
- Become familiar with the DNA and values of Lombard Odier and respect them at all times.
Key requirements
- Economic or banking training (Business School Diploma, CFC or equivalent), HEC, HEG.
- Minimum 5 years of experience in the banking field, ideally in a similar function.
- Advanced mastery of the Microsoft Office suite, notably Excel and Powerpoint (monitoring complex tables, creating presentations and reports, etc.).
- Perfect command of French and English, Spanish and German are assets. Good
Additional details
- 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. Private Banking Assistant
- Prepare account opening forms and process account openings/closures while adhering to strict internal bank processes/policies. Contribute to teams' business initiatives:
- Assist private bankers in organizing dedicated events and/or marketing initiatives. Meet Lombard Odier requirements:
- Perfect command of French and English, Spanish and German are assets.
Notes and original content
- 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.
- Private Banking Assistant
- Swiss Domestic
- Prepare account opening forms and process account openings/closures while adhering to strict internal bank processes/policies.
- Contribute to teams' business initiatives:
- Assist private bankers in organizing dedicated events and/or marketing initiatives.
- Meet Lombard Odier requirements:
- YOUR PROFILE
