Chief of Staff - Wealth Planning (80-100%)

Lombard Odier Group; Genf; On-site; CHF 180,000 - 240,000; Full time

Job summary

Lombard Odier Group in Geneva invites you to join as Chief of Staff - Wealth Planning (80-100%). You will support the development and implementation of the Wealth Planning strategy, aligning with global priorities and market dynamics.

You will prepare high-impact presentations for senior stakeholders, act as a liaison with internal and external partners, and lead the annual planning cycle including KPI monitoring and governance.

Qualifications

• University education or equivalent.
• 5 years in similar position or a similar strategic role within the financial services industry.
• Proven ability to solve complex problems and manage multiple priorities.
• Strong analytical skills with the ability to synthesize complex information into clear, actionable insights.
• Experience working with senior leadership and navigating organisational dynamics.
• Demonstrated ability to coordinate cross-functional teams and initiatives.
• Excellent communication skills, both written and verbal, with the ability to translate technical or strategic content into business-relevant messaging.
• Entrepreneurial mindset with a proactive attitude and one-team mindset.
• Fluency in English and French is required.

Responsibilities

• Support the development and implementation of the Wealth Planning strategy, aligning with global priorities and market dynamics
• Prepare high‑impact presentations, reports, and briefings for senior stakeholders and governance forums
• Act as a liaison between the Wealth Planning and internal/external stakeholders, ensuring alignment and effective communication
• Lead the annual planning cycle, monitor KPIs, and ensure adherence to governance frameworks
• Oversee budgeting, cost management, and P&L tracking
• Identify and mitigate operational and strategic risks, ensuring compliance with internal policies and regulatory requirements
• Drive key projects and transformation initiatives, ensuring timely delivery and stakeholder engagement
• Leverage data tools to generate insights, support decision‑making, and monitor business performance

Skills

Problem solving

Analytical skills

Communication skills

Cross-functional coordination

Leadership

Strategic thinking

Fluent English

French fluency

Education

University education or equivalent

Job description

Chief of Staff - Wealth Planning (80-100%)

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 230 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.

Your Role

• Support the development and implementation of the Wealth Planning strategy, aligning with global priorities and market dynamics
• Prepare high‑impact presentations, reports, and briefings for senior stakeholders and governance forums
• Act as a liaison between the Wealth Planning and internal/external stakeholders, ensuring alignment and effective communication
• Lead the annual planning cycle, monitor KPIs, and ensure adherence to governance frameworks
• Oversee budgeting, cost management, and P&L tracking
• Identify and mitigate operational and strategic risks, ensuring compliance with internal policies and regulatory requirements
• Drive key projects and transformation initiatives, ensuring timely delivery and stakeholder engagement
• Leverage data tools to generate insights, support decision‑making, and monitor business performance

Your Profile

• University education or equivalent
• 5years in similar position or a similar strategic role within the financial services industry
• Proven ability to solve complex problems and manage multiple priorities simultaneously
• Strong analytical skills with the ability to synthesize complex information into clear, actionable insights
• Experience working with senior leadership and navigating organisational dynamics
• Demonstrated ability to coordinate cross‑functional teams and initiatives
• Excellent communication skills, both written and verbal, with the ability to translate technical or strategic content into business‑relevant messaging
• Entrepreneurial mindset with a proactive attitude and one‑team mindset
• Fluency in English and French is required

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 programmes. 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. Help us build the bank of tomorrow. Lombard Odier’s purpose is to preserve and grow our clients’ assets over time. With a history spanning over 220 years, we have served our clients for over seven generations, weathered 40 financial crises and ceaselessly innovated to offer best in class, sustainable services to our clients. our mission to you.

Lombard Odier is an employer of choice. We are committed to providing a stimulating work environment where creativity and innovation are encouraged for improving business opportunities and effectiveness. our culture. At Lombard Odier, we understand that our people are a precious resource. That’s why we’ve focused on creating an atmosphere where every unique individual can flourish and work together to achieve our goals. Building an environment where our teams can be inspired, “rethink everything” and thrive in a positive, energetic setting, is the essence of our culture.

Diversity and inclusion. We are an equal opportunities employer. As an EDGE (Economic Dividends for Gender Equality) certified organisation, we aspire to create an optimal workplace for women and men, and help them benefit from it. EDGE is the leading global standard for measuring gender equality in the workplace.

Training. If our people improve, we improve. That’s why at Lombard Odier, we offer all the support employees need to take responsibility for their own personal and professional development. This sums up our desire to recognise and promote the talents of each and every employee in keeping with our values. Our commitment to valuing and fostering skills and know‑how is what underpins our diverse and high‑quality training programme.