Client advisor Offres d'emploi - Genf

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 230 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.

Senior Advisor Philanthropy Services (80-100%)

Embedded in our core Philanthropy Services team, part of our LO Patrimonia entity, the Senior Advisor covers tailor-made and discretionary philanthropy advisory solutions.

YOUR MISSION:

• Deliver the tailor-made offering solutions to the target markets and execute the subsequent client mandates;
• Deliver the discretionary offering solutions to the target markets and execute the subsequent client mandates;
• Provide regular advice to relationship managers (RMs) on client cases and working, when applicable as part of a service team including wealth planners and portfolio managers;
• Help develop and curate the Lombard Odier tailor-made philanthropy flagship core offering (demonstration cases, internal and external marketing incl. materials as appropriate);
• Conduct philanthropy research as appropriate for client servicing, prospecting, and positioning;
• In an entrepreneurial, pro-active manner, help achieve team goals;
• Track results on efforts/resources deployed and results achieved, using the Philanthropy Services business management tools and process;
• Participate in outreach efforts and training of our internal staff such as RMs as appropriate.

YOUR PROFILE:

• Master’s level degree in a relevant subject (e.g. economics, social sciences);
• Demonstrated philanthropy advisory competence and knowledge of the philanthropy sector (at least five years of sector experience);
• Demonstrated multi-tasking, project management and advisory experience;
• Fluent oral and written command of German, English and French incl. the ability to write reports, and copy-edit documents;
• Demonstrated philanthropy research competence (surveys, interviews, report preparation, publications a plus);
• Healthcare and climate change subject matter expertise a plus;
• Demonstrated non-profit field experience a plus;
• High-energy, hard-working, team player.

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.