Private Banker Assistant (6-Month Contract)

Lombard Odier; Lazio; In loco; EUR 30.000 - 45.000; Tempo pieno

Descrizione del lavoro

Un'importante banca privata cerca un Assistente al Banchiere Privato per supportare le operazioni e la gestione clienti. Il candidato ideale sarà fluente in inglese e avrà esperienza in ambienti multiculturali. Questa posizione richiede eccellenti capacità organizzative e un forte orientamento al cliente. L'azienda valorizza la diversità e offre opportunità di crescita. Si tratta di un contratto di 6 mesi con possibilità di estensione.

Servizi

Ambiente inclusivo e diversificato

Competenze

• Esperienza in un ambiente internazionale e multiculturale.
• Interazione diretta con i clienti e professionalità costante.

Mansioni

• Supportare i Private Banker con le operazioni amministrative.
• Gestire il processo di apertura dei conti e la corrispondenza con i clienti.
• Collaborare con i fornitori di servizi interni per le richieste dei clienti.

Conoscenze

Fluente in inglese

Competenza nella gestione del tempo

Comunicazione di alta qualità

Orientamento al cliente

Attenzione ai dettagli

Resilienza allo stress

Formazione

Laurea

Descrizione del lavoro

Overview

Descrizione dell’offerta di lavoro

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 225 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 Banker Assistant (6-month contract)

Provide support to Private Bankers and management (COO) on all client-focused operations. Assist with client administration and client management, organise workflows and ensure that processes remain timely as well as efficient and effective.

Your Mission

• Support Private Bankers with administrative duties pertaining to the clients’ accounts
• Account opening process, daily monitoring of the accounts, cash management, overdraft monitoring, act as first contact for all administrative KYC file documentation
• Process transfer orders and deal with client correspondence and all administrative matters
• Ensure appropriate filling / recording of documentation of all client account documentation
• Liaise with internal service providers within the company to ensure timely and accurate execution / resolution of clients’ request
• Notify Bankers of documentation issues / pending items encountered in the course of the development of business by the Private Bankers
• Deal with the specific mailing for the clients (welcome pack, fiscal statements, specific mailing, etc.)
• Support COO in operational matters including change management (e.g. regulatory) and strategy.
• Assist in the implementation of remediations and projects linked to client related topics
• Contribute to the correct accomplishment of the bank’s legal responsibilities and risk management
• Support to Compliance department on tasks related to onboarding and account monitoring

Your Profile

• Qualification / education :
• Fluent in English
• Bachelor Degree Level a plus
• Experience
• Working in an international, multicultural environment
• History of direct client interaction and ability to maintain a professional approach at all times
• Competencies / soft skills :
• Organization with ability to prioritize workload accordingly
• A first-rate communicator
• Detailed-oriented
• Client oriented
• Stress resilient

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.