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

Lombard Odier

Geneva, Switzerland
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Client portfolio evaluation
Account balance information
Transaction processing
** Lombard Odier is seeking a Private Banking Assistant for their Geneva office to support their Swiss Domestic team. The role involves providing high-quality client service, managing administrative tasks, and collaborating closely with private bankers. **

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 will involve processing all administrative questions related to the rigorous follow-up of files and ensuring their complete follow-up.
  • You will contribute to the commercial initiatives of the teams by preparing client investment reports and tailor-made presentations for business development activities.

Matching Summary

Match Score: 75

** Lombard Odier is seeking a Private Banking Assistant for their Geneva office to support their Swiss Domestic team. The role involves providing high-quality client service, managing administrative tasks, and collaborating closely with private bankers. **

Skills & Requirements

Must-have

  • Client portfolio evaluation
  • Account balance information
  • Transaction processing
  • Reporting and presentations
  • Internal service provider liaison

Nice-to-have

  • Excellent presentation skills
  • Team integration ability
  • Open-mindedness and feedback culture
  • Service-oriented mindset
  • High degree of confidentiality

Key Requirements

  • Minimum 5 years of banking experience
  • Advanced Microsoft Office Suite proficiency
  • Perfect French and English proficiency
  • Swiss residency required

Work Rights

Domicile in Switzerland

Tailored Resume

Cover Letter