Auf einen Blick
- Aufgaben: Join a dynamic team to provide premium service to demanding clients and manage client relationships.
- Arbeitgeber: Lombard Odier is a top global wealth manager focused on sustainable investing with a rich 225-year history.
- Mitarbeitervorteile: Enjoy a diverse and inclusive work environment with opportunities for personal and professional growth.
- Warum dieser Job: Be part of a respected firm that values innovation and teamwork while serving high-profile clients.
- Gewünschte Qualifikationen: 5+ years in a similar role, strong communication skills, and fluency in French and English required.
- Andere Informationen: Must be based in Switzerland; CWMA certification needed within 6 months.
Das voraussichtliche Gehalt liegt zwischen 72000 - 100000 € pro Jahr.
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.Notre département Gérants externes/EAM à Lausanne est à la recherche d’un chargé de relation senior.Le candidat intégrera, au sein de l’unité Clientèle Privée, une équipe dynamique et en pleine croissance, dédiée au service et au développement de nos partenaires externes.Mission :Offrir un service premium à une clientèle professionnelle exigeante et assurer la responsabilité directe d’une base de clientèle, sous les angles commercial, technique et opérationnel.Participer à l’effort commercial de l’équipe par son implication personnelle directe.Être capable de présenter l’éventail entier d’outils, services et solutions de la banque.Assurer un suivi impeccable des dossiers avec proactivité et indépendance.Assurer la liaison avec l’ensemble des services et contreparties internes afin d’apporter des réponses rapides et exactes aux demandes des clients et partenaires.Effectuer la vérification et la passation d’ordres de transferts et de bourse.Assurer la mise en conformité de documents, justificatifs et dossiers.Assurer une gestion et un suivi compliance et juridique irréprochables.Profil recherché :Formation académique ou commerciale en lien avec le domaine financier.Expérience de cinq ans minimum dans une fonction similaire, dans un environnement EAM.Langue maternelle française, très bon niveau d’anglais. Autres langues un atout.Esprit commercial, bonne communication et présentation, motivation et fort sens du service.Très bonne capacité à travailler en équipe et en réseau, exigeant, multitâche. Forte résistance au stress.Sens accru de la confidentialité.Très bon niveau IT (MS Office), idéalement connaissance de l’outil maison G2.CWMA obligatoire ou à passer dans les 6 mois.Domicile en Suisse.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.It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.
Chargé(e) de Relations EAM Arbeitgeber: Lombard Odier
Kontaktperson:
Lombard Odier HR Team
StudySmarter Bewerbungstipps 🤫
So bekommst du den Job: Chargé(e) de Relations EAM
✨Tip Number 1
Familiarize yourself with Lombard Odier's philosophy of 'Rethink Everything'. This will not only help you understand the company's approach to sustainable investing but also allow you to align your answers and discussions during the interview with their core values.
✨Tip Number 2
Leverage your network to connect with current or former employees at Lombard Odier. They can provide valuable insights into the company culture and expectations for the Chargé(e) de Relations EAM role, which can give you an edge in your application process.
✨Tip Number 3
Prepare to discuss specific examples from your past experience that demonstrate your ability to manage client relationships effectively. Highlight instances where you provided premium service and how you handled complex situations, as this aligns with the responsibilities of the role.
✨Tip Number 4
Stay updated on the latest trends in wealth and asset management, particularly in sustainable investing. Being knowledgeable about current market conditions and innovations will show your commitment to the field and your readiness to contribute to Lombard Odier's mission.
Diese Fähigkeiten machen dich zur top Bewerber*in für die Stelle: Chargé(e) de Relations EAM
Tipps für deine Bewerbung 🫡
Understand the Company: Familiarize yourself with Lombard Odier's values and mission, especially their focus on sustainable investing and client service. This will help you align your application with their philosophy of 'Rethink Everything'.
Tailor Your CV: Highlight your relevant experience in EAM environments and emphasize your commercial acumen, communication skills, and ability to work under pressure. Make sure to include any specific achievements that demonstrate your capability in managing client relationships.
Craft a Compelling Cover Letter: In your cover letter, express your motivation for applying to Lombard Odier and how your background aligns with the role. Mention your proficiency in French and English, and any additional languages that could be an asset.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or inconsistencies. A polished application reflects your attention to detail and professionalism, which are crucial in the financial sector.
Wie du dich auf ein Vorstellungsgespräch bei Lombard Odier vorbereitest
✨Understand the Company Philosophy
Familiarize yourself with Lombard Odier's philosophy of 'Rethink Everything'. Be prepared to discuss how this approach aligns with your own values and how you can contribute to innovative solutions for clients.
✨Showcase Your Client Management Skills
Highlight your experience in managing demanding clients. Prepare examples that demonstrate your ability to provide premium service, handle complex requests, and maintain strong relationships with external partners.
✨Demonstrate Technical Proficiency
Since the role requires a good level of IT skills, especially in MS Office and ideally G2, be ready to discuss your technical background. You might also want to mention any relevant tools or software you have used in previous roles.
✨Emphasize Teamwork and Communication
Lombard Odier values collaboration and communication. Prepare to share experiences where you successfully worked within a team, managed stress, and communicated effectively with various stakeholders to achieve common goals.