Private Banker Assistant (Temporary contract)

Lombard Odier Group; Roma; In loco; EUR 30.000 - 45.000; Part-time

Descrizione del lavoro

A global wealth management firm is seeking a Private Banker Assistant for a 6-month contract in Rome. The role involves supporting Private Bankers with various administrative duties related to client accounts, managing documentation, and ensuring compliance with regulations. The ideal candidate is fluent in English, possesses strong communication skills, and is detail-oriented. This position offers the opportunity to work in a collaborative and diverse environment with a focus on integrity and client satisfaction.

Competenze

• Fluent in English is essential.
• Bachelor's degree preferred.
• Experience in multicultural work environments is beneficial.
• History of client interaction with a professional demeanor required.
• Exceptional organization and prioritization skills necessary.

Mansioni

• Support Private Bankers with administrative duties for client accounts.
• Process account opening, monitor accounts, manage cash.
• Aid in regulatory change management and strategy.
• Assist in the implementation of client-related projects.
• Ensure documentation compliance and risk management.

Conoscenze

Fluent in English

First-rate communicator

Detail-oriented

Client-oriented

Stress resilient

Formazione

Bachelor Degree Level

Descrizione del lavoro

Overview

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 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.

Role

Private Banker Assistant (6-month contract)

Responsibilities

• 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

Qualifications

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

Our DNA and Diversity

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.

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.