Senior Advisor Philanthropy Services (80-100%)

Lombard Odier Group; Genf; Vor Ort; CHF 120.000 - 160.000; Vollzeit

Zusammenfassung

Lombard Odier Group in Geneva seeks a Senior Advisor, Philanthropy Services (80-100%), embedded in the LO Patrimonia entity, to deliver tailor-made philanthropy advisory solutions and discretionary offerings. The role focuses on client mandates, research, and collaboration with RMs and wealth planners.

Strong language skills and sector experience are required. The position offers an opportunity to shape Lombard Odier’s philanthropy flagship offering, with cross-functional collaboration and

Qualifikationen

• Master’s degree in economics, social sciences, or a related field.
• Minimum five years of philanthropy advisory experience.
• Strong multi-tasking, project management and advisory skills.
• Fluent in German, English and French; ability to write reports and copy-edit documents.
• Philanthropy research experience (surveys, interviews, reporting).
• Healthcare or climate change subject matter expertise is a plus; non-profit field experience is a plus.
• High energy, hard-working, team-oriented.

Aufgaben

• Deliver tailor-made philanthropy offering solutions to target markets and execute client mandates.
• Deliver discretionary philanthropy offering solutions to target markets and execute client mandates.
• Provide regular advice to relationship managers on client cases; collaborate with wealth planners and portfolio managers when applicable.
• Help develop and curate the Lombard Odier tailor-made philanthropy flagship core offering (including demonstration cases and marketing materials).
• Conduct philanthropy research to support client servicing, prospecting, and positioning.
• Act in an entrepreneurial, proactive manner to help achieve team goals.
• Track results on efforts/resources deployed and outcomes using the philanthropy services tools and processes.
• Participate in outreach efforts and training of internal staff such as RMs as appropriate.

Kenntnisse

Philanthropy advisory

Project management

Advisory experience

Relationship management

Multilingual communication

Ausbildung

Master’s degree in economics/social sciences or related field

Jobbeschreibung

Overview

Lombard Odier is a global wealth and asset manager focused on sustainable investing. The firm provides discretionary and advisory portfolio management, wealth services and custody, asset management through Lombard Odier Investment Managers, and banking technology for other financial institutions. Our philosophy is "Rethink Everything." We are seeking a Senior Advisor, Philanthropy Services (80-100%), embedded in the LO Patrimonia entity within the Philanthropy Services team, to deliver tailor-made philanthropy advisory solutions and discretionary offerings.

Responsibilities

• Deliver tailor-made philanthropy offering solutions to target markets and execute subsequent client mandates.
• Deliver discretionary philanthropy offering solutions to target markets and execute client mandates.
• Provide regular advice to relationship managers (RMs) on client cases; participate in a service team with wealth planners and portfolio managers when applicable.
• Help develop and curate the Lombard Odier tailor-made philanthropy flagship core offering (including demonstration cases and internal/external marketing materials).
• Conduct philanthropy research to support client servicing, prospecting, and positioning.
• Act in an entrepreneurial, proactive manner to help achieve team goals.
• Track results on efforts/resources deployed and outcomes using the Philanthropy Services business management tools and processes.
• Participate in outreach efforts and training of internal staff such as RMs as appropriate.

Qualifications

• Master’s degree in a relevant subject (e.g., economics, social sciences).
• Demonstrated philanthropy advisory competence and at least five years of sector experience.
• Demonstrated multi-tasking, project management and advisory experience.
• Fluent oral and written command of German, English and French, including the ability to write reports and copy-edit documents.
• Demonstrated philanthropy research competence (surveys, interviews, report preparation; publications a plus).
• Healthcare and climate change subject matter expertise a plus; non-profit field experience a plus.
• High energy, hard-working, team-oriented approach.

Culture and Diversity

Our Maison’s DNA is defined by five core values: Excellence, Innovation, Respect, Integrity, and One Team. We promote a diverse and inclusive work environment and are an equal opportunities employer. Lombard Odier is EDGE-certified for gender equality and actively supports internal mobility and upskilling.