Client Management Analyst

Lombard Odier Investment Managers; Singapore; On-site; SGD 100,000 - 180,000; Full time

Job summary

Lombard Odier Investment Managers is seeking a GSA Client Management Analyst in Singapore to coordinate strategic partnerships across Asia and support the GSA Client Coverage team. The role focuses on coordinating client servicing activities, preparing materials, and ensuring timely delivery of partnership initiatives.

You will work closely with Investments, Product, Marketing, Client Services, Operations, Legal & Compliance to deliver a high-quality experience for partners and support business

Qualifications

• 5–8 years of relevant experience in client servicing, sales support, relationship management support, business management, project coordination or product support roles.
• Experience with private banks, wealth platforms, fund distributors or strategic intermediary partners is highly desirable.
• Strong knowledge of financial markets and investment products.

Responsibilities

• Provide day-to-day support to the GSA Client Coverage team in servicing strategic partnerships.
• Coordinate client meetings, presentations, due diligence requests and follow-up actions.
• Prepare meeting materials, reports, presentations and briefing documents.
• Support client communications, training sessions and engagement activities.
• Assist with the implementation of investment solutions and partnership initiatives.
• Track deliverables, timelines and action items across internal stakeholders.
• Support onboarding, operational setup and implementation processes.
• Consolidate client feedback and internal updates to support relationship management activities.

Skills

Coordination

Client servicing

Stakeholder management

Project management

Presentation skills

Cross-functional collaboration

Mandarin proficiency

Education

Bachelor's degree or higher in Finance/Economics/Business Administration

Job description

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.

Global Strategic Alliance (GSA) Client Management Analyst

Reporting to the Head of Client Servicing, Asia, the GSA Client Management Analyst will provide operational, administrative and coordination support to the GSA Client Coverage team in managing strategic partnerships across Asia.

This is primarily a support and execution role responsible for coordinating client servicing activities, preparing client materials, managing internal stakeholders and ensuring the timely delivery of partnership initiatives. Working closely with Investments, Product, Marketing, Client Services, Operations, Legal & Compliance and other functions, the individual will support in the delivery of a high-quality experience for strategic partners and business growth objectives.

YOUR ROLE

Partnership Support and Execution

• Provide day-to-day support to the GSA Client Coverage team in servicing strategic partnerships.
• Coordinate client meetings, presentations, due diligence requests and follow-up actions.
• Prepare meeting materials, reports, presentations and briefing documents.
• Support client communications, training sessions and engagement activities.
• Assist with the implementation of investment solutions and partnership initiatives.
• Track deliverables, timelines and action items across internal stakeholders.
• Support onboarding, operational setup and implementation processes.
• Consolidate client feedback and internal updates to support relationship management activities.

Market Intelligence and Business Support

• Monitor market, industry, regulatory and competitive developments relevant to strategic partnerships.
• Support business reviews, account planning and management reporting through research and analysis.
• Assist in preparing business updates, client reports and management presentations.
• Monitor business pipelines and partnership opportunities.
• Provide analytical and project support to the Client Coverage team.

Coordination, Governance and Administration

• Maintain accurate client, activity and opportunity data in relevant systems.
• Coordinate internal meetings, governance forums and account review sessions.
• Track actions, milestones, approvals and risks to support timely execution.

YOUR PROFILE

• Bachelor's degree or higher in Finance, Economics, Business Administration or a related discipline.
• 5–8 years of relevant experience in client servicing, sales support, relationship management support, business management, project coordination or product support roles. Experience working with private banks, wealth management platforms, fund distributors or strategic intermediary partners is highly desirable.
• Sound knowledge of financial markets and investment products.
• Experience coordinating cross-functional initiatives within a global organisation is an advantage.
• Strong coordination, client servicing and stakeholder management skills.
• Excellent communication, interpersonal and presentation abilities.
• Strong project management and organisational capabilities with close attention to detail.
• Commercial, analytical and solution-oriented mindset.
• Collaborative, proactive and accountable
• Mandarin proficiency is highly desirable to support effective communication and relationship management with Mandarin-speaking clients and stakeholders across the Asia-Pacific region.

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.