Private Banking Assistentin / Assistent

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.

Private Banking Assistentin / Assistent, Swiss Domestic Market, Zürich

Stellenbeschreibung :

• Unterstützung und Entlastung der Kundenberater
• Erledigung von Kundenaufträgen (Börsen- und Devisengeschäfte, Konto- und Depoteröffnungen sowie Kontosaldierungen und Mutationen)
• Telefonischer und persönlicher Kontakt zu Kunden
• Vor- und Nachbearbeitung von Kundenbesuchen und Geschäftsreisen
• Erstellung von Präsentationen und Erledigung allgemeiner Korrespondenz in Deutsch und Englisch

Anforderungsprofil :

Wir bieten :

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.