UHNW Private Banking Assistant – RM Support

Lombard Odier; Genf; Vor Ort; CHF 55.000 - 83.000; Vollzeit

Benefits dieser Stelle

Immediate start

3-month assignment

Competitive hourly remuneration

International, collaborative workplace

Zusammenfassung

Lombard Odier in Geneva seeks an proactive Assistant Private Banking for a 3-month temporary assignment, delivering high-level admin support to Relationship Managers.

Responsibilities include managing calendars, coordinating international travel, preparing client documentation, and handling KYC/AML processes with discretion. Fluent English and French and MS Office proficiency are required.

Qualifikationen

• Experience as an Assistant within Private Banking or Wealth Management.
• Strong understanding of private banking operations and client documentation.
• Excellent communication and interpersonal skills.
• Fluent in English and French (spoken and written).
• Proficient in Microsoft Office; familiarity with banking systems is a plus.

Aufgaben

• Provide comprehensive administrative support to Relationship Managers.
• Manage client documentation and maintain client files accurately.
• Prepare account opening documentation and support KYC/AML processes.
• Coordinate client meetings, manage calendars, and arrange business travel.
• Process payments, transfers, and securities instructions per procedures.
• Prepare presentations, reports, and correspondence in English and French.
• Liaise with internal departments to ensure smooth execution of requests.
• Handle confidential information with discretion and high service levels.

Kenntnisse

Calendar management

Attention to detail

Multitasking

English-French fluency

Tools

Microsoft Office

Banking systems

Jobbeschreibung

Lombard Odier in Geneva seeks an proactive Assistant Private Banking for a 3-month temporary assignment, delivering high-level admin support to Relationship Managers.

Responsibilities include managing calendars, coordinating international travel, preparing client documentation, and handling KYC/AML processes with discretion. Fluent English and French and MS Office proficiency are required.