Responsibilities
Develop, manage and grow a portfolio of HNW and UHNW clients in the UK market Identify and acquire new client relationships through personal networks, referrals and business development activities Provide tailored wealth management solutions aligned with clients’ financial goals, risk profiles and long-term objectives Build strong and lasting client relationships through proactive engagement and exceptional service Act as a trusted advisor and primary point of contact for clients Collaborate with investment specialists, wealth planners and other internal stakeholders to deliver integrated solutions Stay informed on market developments, investment opportunities and regulatory changes impacting UK clients Contribute to the growth of Lombard Odier’s UK franchise and achieve business development objectives Qualifications
Bachelor's degree in Finance, Economics, Business Administration or a related field; advanced degree or professional qualifications are a plus Fluent in English mandatory; additional languages are considered an asset Significant experience in private banking or wealth management serving HNW and UHNW clients in the UK market Strong and transferable network of UK-based wealthy individuals, entrepreneurs, family offices and professional intermediaries Proven track record in client acquisition, relationship management and business development Strong knowledge of wealth management, financial markets and investment solutions Excellent interpersonal and communication skills, with the ability to build credibility and trust with sophisticated clients Commercially minded, entrepreneurial and client-focused Strong analytical skills and ability to understand complex client needs Ability to work effectively within a collaborative and international environment Willingness to travel as required. 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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Develop, manage and grow a portfolio of HNW and UHNW clients in the UK market Identify and acquire new client relationships through personal networks, referrals and business development activities Provide tailored wealth management solutions aligned with clients’ financial goals, risk profiles and long-term objectives Build strong and lasting client relationships through proactive engagement and exceptional service Act as a trusted advisor and primary point of contact for clients Collaborate with investment specialists, wealth planners and other internal stakeholders to deliver integrated solutions Stay informed on market developments, investment opportunities and regulatory changes impacting UK clients Contribute to the growth of Lombard Odier’s UK franchise and achieve business development objectives Qualifications
Bachelor's degree in Finance, Economics, Business Administration or a related field; advanced degree or professional qualifications are a plus Fluent in English mandatory; additional languages are considered an asset Significant experience in private banking or wealth management serving HNW and UHNW clients in the UK market Strong and transferable network of UK-based wealthy individuals, entrepreneurs, family offices and professional intermediaries Proven track record in client acquisition, relationship management and business development Strong knowledge of wealth management, financial markets and investment solutions Excellent interpersonal and communication skills, with the ability to build credibility and trust with sophisticated clients Commercially minded, entrepreneurial and client-focused Strong analytical skills and ability to understand complex client needs Ability to work effectively within a collaborative and international environment Willingness to travel as required. 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.
#J-18808-Ljbffr
Private Banker, UK Market (80% - 100%) Arbeitgeber: Lombard Odier Group
Lombard Odier Group bietet eine dynamische und unterstützende Arbeitsumgebung in Genf, die es Ihnen ermöglicht, Ihre Fähigkeiten im Bereich Portfolio-Analytik und Investitionsvorschläge weiterzuentwickeln. Mit einem starken Fokus auf Teamarbeit und Innovation fördern wir das persönliche Wachstum unserer Mitarbeiter und bieten zahlreiche Weiterbildungsmöglichkeiten. Genießen Sie die Vorteile eines internationalen Unternehmens mit einer vielfältigen Kultur, die Kreativität und Engagement schätzt.
