Senior Private Assets Client Services Specialist

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.

We are seeking a Senior Private Assets Client Services Specialist to focus on planning, building, actively developing and coordinating the sales and promotion of private assets solutions and products to private clients.

The role will be based in Geneva or Zurich and will report to the Head of Client Services, Private Assets, within Investment Solutions.

Senior Private Assets Client Services Specialist

Your role

• Drive the effective distribution of private assets across the private banking business.
• Participate alongside private bankers and investment portfolio managers in client meetings. Interact with clients and act as the asset class specialist in close collaboration with the broader Private Assets team.
• Ensure adequate representation of private assets within IS investment views, strategy, asset allocation grids and mandate profiles.
• Train private bankers, investment specialists, portfolio managers about the nature of private assets
• Contribute to create effective and impactful marketing materials.
• Project management : design distribution roadmaps, identify required legal structures, regulatory distribution requirements and constraints, understand tax implications, define operational processes, and set procedures for successful delivery
• Ensure the review of risks, issues and dependencies that could impact delivery

Your profile

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.