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.
Lombard Odier Investment Managers (“LOIM”) is the asset management business of the Lombard Odier Group. In order to strengthen our Business Development team in Zürich, we are looking for a:
Sales Support
You will join a global business of almost 400 investment professionals and a network of 13 offices across Europe, Asia and North America. You will report to the Country Head based in Zurich, collaborate with all the team members, and contribute to the development of our activities in Switzerland.
YOUR ROLE
* Handle enquiries from institutional and third-party distribution clients, consultants and prospects based in Switzerland.
* Organise and coordinate client events in Zurich and across Switzerland.
* Provide support for client reporting and presentations, as well as bespoke sales projects.
* Assist with the preparation and review of requests for proposals (RFPs), requests for information (RFIs) and other marketing materials.
* Provide full administrative support, including managing meetings, travel planning and expense processing for the sales team.
* Handle general correspondence, support marketing campaigns (including mass mailings), and maintain and update the CRM system.
* Act as an interface with internal departments such as Investment teams, Client Servicing, Marketing, Product Management, as well as Legal and Compliance.
* Develop and maintain a strong understanding of LOIM’s investment strategies across asset classes.
* Support the Country Head on transversal tasks and local business management activities.
YOUR PROFILE
* You hold a Bachelor’s degree in business, economics, finance or a related field.
* You have a first relevant experience (including internship) in a client servicing, sales, or business development role within asset management or financial services.
* You have strong communication skills in English and German (French is a plus).
* You are a highly motivated team player with a proactive and collaborative mindset.
* You demonstrate strong client orientation and a commitment to delivering high-quality service.
* Knowledge of the Swiss asset management landscape and local regulatory environment is an advantage.
Our Maison’s DNA
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.
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