EAM Banker - Business Developer (80-100%)

Lombard Odier Group; Zürich; Vor Ort; CHF 180.000 - 260.000; Vollzeit

Zusammenfassung

Lombard Odier in Zurich seeks an experienced Relationship Manager to grow its External Asset Managers team and expand presence across German-speaking Switzerland. You will manage a portfolio of EAM clients, pursue strategic partnerships and position Lombard Odier as the preferred partner for sophisticated clients.

The role requires a minimum of 10 years in EAM relationships within Swiss wealth management, strong business development, networking, and exceptional communication and presentation

Qualifikationen

• Minimum 10 years of proven EAM relationship experience in Swiss wealth management.
• Strong business development and networking capabilities.
• Excellent communication and presentation skills; client-focused mindset.

Aufgaben

• Develop, manage and grow a portfolio of EAM clients.
• Identify new opportunities and establish strategic partnerships in German-speaking Switzerland.
• Act as an ambassador of Lombard Odier to position the bank as the partner of choice for sophisticated clients.
• Leverage the bank's platform, products and specialists to create growth opportunities.
• Maintain high standards of risk management, compliance and regulatory adherence.

Kenntnisse

Relationship management

Business development

Networking

Communication skills

Presentation skills

Negotiation

Jobbeschreibung

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. Our External Asset Managers (EAM) team in Zurich is seeking an experienced Relationship Manager to join a dynamic and ambitious team. This role will combine the entrepreneurial spirit of business development with the heritage, stability, and reputation of one of Switzerland's oldest private banks. You will play a key role in expanding our presence across German-speaking Switzerland by identifying new business opportunities, developing strategic partnerships, and contributing to the continued growth of our EAM franchise.

Mission

• Develop, manage and grow a portfolio of EAM clients.
• Actively contribute to business growth by identifying new opportunities and establishing strategic partnerships through a disciplined approach to prospecting, relationship management, and CRM utilisation.
• Act as an ambassador of the Bank to position it as the preferred strategic partner for sophisticated professional clients.
• Entirely master and leverage on the Bank's platform, expertise, products and specialists to anticipate, create and grow opportunities.
• Ensure the highest standards of risk management, compliance, and regulatory adherence in all activities.

Profile

• Minimum 10 years of proven experience in developing and managing EAM relationships within the Swiss wealth management industry.
• Proactive commercial mindset, strong business development and networking capabilities, very good communication and presentation skills, self-motivation and sense of service, combined with strong execution discipline.
• Strategic thinker with a genuine interest in understanding clients' and prospects' business models, challenges, and needs in order to identify long-term growth opportunities.
• Strong team player with excellent collaboration skills.
• Native Swiss German or German speaker, with excellent English level. Other languages would be a strong advantage; French is an asset.
• Residence in Switzerland.

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 programs. 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 is why we have 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.