Private Banking Assistant - Swiss Domestic (80-100%)

Lombard Odier

Geneva, Switzerland
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Client information provision
Transaction processing
Reporting and presentation preparation
** Lombard Odier is seeking a Private Banking Assistant for their Geneva office, who will support private bankers by managing client-related administrative tasks and ensuring efficient operations. The ideal candidate should have significant banking experience, proficiency in MS Office, and fluency in French and English. **

Job Summary

  • You will be part of a dynamic team and work closely with private bankers, providing quality services to clients and ensuring process fluidity.
  • Your mission includes handling administrative tasks, processing transfers and stock market orders, managing deadlines, and preparing client investment reports and presentations.
  • You must understand Lombard Odier's risk management framework, comply with all applicable legal, regulatory, and internal requirements, and maintain appropriate knowledge to qualify for the role.

Matching Summary

Match Score: 75

** Lombard Odier is seeking a Private Banking Assistant for their Geneva office, who will support private bankers by managing client-related administrative tasks and ensuring efficient operations. The ideal candidate should have significant banking experience, proficiency in MS Office, and fluency in French and English. **

Skills & Requirements

Must-have

  • Client information provision
  • Transaction processing
  • Reporting and presentation preparation
  • Internal network development
  • Account opening and closing
  • Risk management framework understanding

Nice-to-have

  • Excellent presentation skills
  • Pleasant demeanor
  • Team integration ability
  • Open-mindedness
  • Feedback culture
  • Service-oriented
  • High degree of confidentiality

Key Requirements

  • Minimum 5 years banking experience
  • Advanced Microsoft Office Suite proficiency
  • Perfect French and English fluency
  • Knowledge of Private Banking services
  • Resident in Switzerland

Work Rights

Domicile in Switzerland

Tailored Resume

Cover Letter