Auf einen Blick
- Aufgaben: Entwickle maßgeschneiderte philanthropische Lösungen und arbeite eng mit Kunden zusammen.
- Unternehmen: Lombard Odier, ein globaler Vermögensverwalter mit Fokus auf nachhaltige Investitionen.
- Vorteile: Wettbewerbsfähiges Gehalt, Gesundheitsleistungen und Möglichkeiten zur beruflichen Weiterentwicklung.
- Weitere Informationen: Dynamisches Team mit einem starken Fokus auf Vielfalt und Inklusion.
- Warum dieser Job: Gestalte die Zukunft der Philanthropie und mache einen echten Unterschied.
- Qualifikationen: Master-Abschluss und mindestens fünf Jahre Erfahrung im Bereich Philanthropie.
Das prognostizierte Gehalt liegt zwischen 60000 - 80000 € pro Jahr.
Overview Lombard Odier is a global wealth and asset manager focused on sustainable investing.
The firm provides discretionary and advisory portfolio management, wealth services and custody, asset management through Lombard Odier Investment Managers, and banking technology for other financial institutions.
Our philosophy is "Rethink Everything." We are seeking a Senior Advisor, Philanthropy Services (80-100%), embedded in the LO Patrimonia entity within the Philanthropy Services team, to deliver tailor-made philanthropy advisory solutions and discretionary offerings.
Responsibilities Deliver tailor-made philanthropy offering solutions to target markets and execute subsequent client mandates.
Deliver discretionary philanthropy offering solutions to target markets and execute client mandates.
Provide regular advice to relationship managers (RMs) on client cases; participate in a service team with wealth planners and portfolio managers when applicable.
Help develop and curate the Lombard Odier tailor-made philanthropy flagship core offering (including demonstration cases and internal/external marketing materials).
Conduct philanthropy research to support client servicing, prospecting, and positioning.
Act in an entrepreneurial, proactive manner to help achieve team goals.
Track results on efforts/resources deployed and outcomes using the Philanthropy Services business management tools and processes.
Participate in outreach efforts and training of internal staff such as RMs as appropriate.
Qualifications Master’s degree in a relevant subject (e. g., economics, social sciences).
Demonstrated philanthropy advisory competence and at least five years of sector experience.
Demonstrated multi-tasking, project management and advisory experience.
Fluent oral and written command of German, English and French, including the ability to write reports and copy-edit documents.
Demonstrated philanthropy research competence (surveys, interviews, report preparation; publications a plus).
Healthcare and climate change subject matter expertise a plus; non-profit field experience a plus.
High energy, hard-working, team-oriented approach.
Culture and Diversity Our Maison’s DNA is defined by five core values: Excellence, Innovation, Respect, Integrity, and One Team.
We promote a diverse and inclusive work environment and are an equal opportunities employer.
Lombard Odier is EDGE-certified for gender equality and actively supports internal mobility and upskilling. #J-18808-Ljbffr
Senior Advisor Philanthropy Services (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.
