Private Banking Assistant (Russian speaker)

Lombard Odier Group; Zürich; Vor Ort; CHF 110.000 - 140.000; Vollzeit

Zusammenfassung

Lombard Odier Group in Zurich is seeking a Private Banking Assistant (Russian speaker) to support Private Bankers in delivering premium services to UHNW clients. The role covers client administration, portfolio information, and processing market orders with accuracy.

Ideal candidates have 5+ years in banking, strong MS Office skills, and fluency in Russian, English, and French/German. Domicile in Switzerland and team collaboration are essential for success in this New Markets team.

Qualifikationen

• Academic or commercial education in the financial field.
• Minimum 5 years’ experience in banking in a similar role.
• Advanced knowledge of the Microsoft Office suite, in particular Excel and PowerPoint.
• Strong command of Russian, as well as English and French/German.
• Good knowledge of Private Banking services (e.g., Lombard Loans, Portfolio Management).
• Discretion, teamwork and professional presentation.

Aufgaben

• Support Private Bankers in client, administrative and commercial activities.
• Provide information to clients about portfolios and place transfers and market orders as per instructions.
• Coordinate with internal services to ensure timely execution and resolution of requests.
• Open and monitor accounts, cash management and overdrafts with diligence.
• Prepare client meeting materials and assist business development efforts.
• Handle client mail and assist with online access for clients.
• Prepare under the guidance of the Private Bankers, presentation material for client meetings and for business development activities.
• Deal with clients’ mailing. Support clients with on-line access.

Kenntnisse

Russian language

English language

French language

German language

Ausbildung

Finance-related education

Tools

Microsoft Excel

Microsoft PowerPoint

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.

Private Banking Assistant (Russian speaker) (80-100%) We are seeking a Private Banker Assistant to join our New Markets department in Zurich. This position is part of the Eastern Countries team. The successful candidate will become part of a dynamic and growing team, working closely with Private Bankers to deliver premium services to our private clients.

YOUR ROLE Support Private Bankers in clients’, administrative and commercial activities, to ensure a service of excellence to a UHNW and HNW demanding clientele. Provide information to clients about their portfolios. Verify, process and place transfer and all market orders in the system as per client instructions, and follow up. Liaise with internal services to ensure timely and accurate execution/resolution of clients’ requests. Manage in an impeccable way account openings and proactively process and follow account openings, monitoring of the accounts, cash management, overdrafts. Proactively deal with all administrative tasks (filing/recording of documentation and KYC, FCRM alerts monitoring, documentation update etc.) in collaboration with Private Bankers. Prepare under the guidance of the Private Bankers, presentation material for client meetings and for business development activities. Deal with clients’ mailing. Support clients with on-line access.

YOUR PROFILE Academic or commercial education in the financial field. Minimum 5 years’ experience in banking, in a similar role. Advanced knowledge of the Microsoft Office suite, in particular Excel and Powerpoint (follow-up of complex tables, creation of presentations and reports, etc.), ideally knowledge of the G2 in-house tool. Perfect command of Russian, as well as English and French/German. Very good knowledge of Private Banking services (Lombard Loans, Portfolio Management, Life Insurance, etc.) Pleasant personality, ability to integrate into an existing team and to work as part of a team, open-mindedness. Commercial spirit, and excellent presentation. Strong resistance to stress, ability to multi-task and prioritise workload. Strong sense of confidentiality. Domicile 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’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.