Contr%C3%B4leur de gestion Offres d'emploi - Founex, VD

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.

Pour notre bureau de Genève, nous recherchons un(e) Assistant(e) de Gestion au sein du marché Suisse pour soutenir notre équipe Suisse International 2 et offrir un service de qualité à une clientèle exclusive.

Assistant(e) de Gestion

Votre Mission :

• Soutenir activement et efficacement les banquiers dans le suivi des dossiers clients, en particulier la gestion quotidienne des balances, les ouvertures de comptes ainsi que la préparation des visites
• Fournir des informations sur les portefeuilles et les opérations ainsi que traiter les ordres de transfert, de bourse, et les opérations sur titre, gestion des balances de la clientèle
• Rédiger des fiches d’activité, et soutien aux banquiers pour la préparation des reportings personnalisés
• Répondre efficacement aux demandes et attentes des clients, maintenir l'excellence et le professionnalisme de notre service à la clientèle
• Contribuer aux initiatives commerciales de l’équipe par la préparation de rapports d'investissement et de présentations sur-mesure, et en assistant dans l'organisation d'événements et d'initiatives marketing
• Développer un réseau interne pour un traitement efficace des demandes clients

Votre Profil :

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.