Account Und Relationship Manager - Global Custody Und Private Label Funds Kunden (80-100%)

Lombard Odier

Zurich, Switzerland
Global custody services
Private label funds management
Institutional client relationship management
The role involves comprehensive support for strategic institutional clients in the German-speaking region of Switzerland across global custody and private label funds

Job Summary

  • The role involves comprehensive support for strategic institutional clients in the German-speaking region of Switzerland across global custody and private label funds.
  • Candidates will act as a key interface between clients and internal departments including fund management, legal, tax, and IT to execute complex projects.
  • Lombard Odier offers a modern work environment with opportunities for upskilling and a strong focus on diversity, equity, and inclusion.

Matching Summary

The role involves comprehensive support for strategic institutional clients in the German-speaking region of Switzerland across global custody and private label funds.

Skills & Requirements

Must-have

  • Global Custody services
  • Private Label Funds management
  • Institutional client relationship management
  • Asset servicing operations
  • Contract and SLA management

Nice-to-have

  • French language skills
  • CFA or AZEK certification
  • Experience with alternative investments
  • Strong MS Office proficiency
  • Interest in sustainable investing

Key Requirements

  • Minimum 5 years experience in financial sector
  • Bank apprenticeship with vocational maturity
  • Completed advanced training (HF/CFA/AZEK) or university degree
  • Native German and very good English skills

Work Rights

Not specified

Tailored Resume

Cover Letter