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.
"We are seeking a Senior Private Assets Client Services Specialist to focus on planning, building, actively developing and coordinating the sales and promotion of private assets solutions and products to private clients.
The role will be based in Geneva or Zurich and will report to the Head of Client Services, Private Assets, within Investment Solutions.
Senior Private Assets Client Services Specialist
Drive the effective distribution of private assets across the private banking business.
Participate alongside private bankers and investment portfolio managers in client meetings. Interact with clients and act as the asset class specialist in close collaboration with the broader Private Assets team.
Ensure adequate representation of private assets within IS investment views, strategy, asset allocation grids and mandate profiles.
Train private bankers, investment specialists, portfolio managers about the nature of private assets
Project management: design distribution roadmaps, identify required legal structures, regulatory distribution requirements and constraints, understand tax implications, define operational processes, and set procedures for successful delivery
More than 8 years of relevant work experience in a private equity sales or private equity investments
Understanding of private banking environment, products, technology and financial instruments
Fluent in English; German would be a plus
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.