Description
A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing.
You will contribute to the development of the Advisory mandate by providing private clients and bankers with proactive investment advice in line with the Bank's investment strategy.
Key responsibilities include:
- Establishing strong relationships with advisory clients and helping them achieve their investment objectives within their defined risk budget
- Providing well-articulated and proactive asset allocation recommendations and bottom-up investment ideas
- Contributing to the growth of the Advisory mandate by teaming up with private bankers during the client acquisition process
- Providing personalized and suitable investment advice to advisory clients
- Ongoing monitoring of advisory portfolios
- Presenting market views and investment strategy to bankers, clients, and prospects
- Generating investment ideas and contributing to advisory publications
Requirements:
- University education and/or recognized diploma in Investments (CFA)
- Minimum 8-12 years' experience in an advisory or portfolio management function in a private banking environment
- Very good knowledge of asset allocation and portfolio management
- Extensive knowledge of markets across asset classes and investment solutions
- Excellent client presentation and communication skills
- Ability to work under pressure, flexibility, and autonomy
- Team player with confidentiality, ethics, and commitment to providing quality service and building strong relationships
Lombard Odier promotes a diverse and inclusive work environment, and we strive to ensure that our employees can fulfill both their personal and professional aspirations.