Private Banker Assistant - Milan

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 230 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.

Private Banker Assistant - Milan

Provide support to Private Banker on client-focused activities. Assist with client administration and client management, manage workflows and ensure that processes remain timely as well as efficient and effective.

As a Private Banker Assistant for our Italian branch, you'll be reporting to the local COO.

YOUR ROLE:

Support Private Bankers with administrative duties pertaining to the clients’ accounts:

• Account opening process, daily monitoring of the accounts, act as first contact for all administrative KYC file documentation
• Process transfer orders and deal with client correspondence and all administrative matters
• Ensure appropriate filling/archiving of documentation of all client account documentation
• Liaise with internal service providers within the company to ensure timely and accurate execution/resolution of clients’ request
• Notify Bankers of documentation issues/pending items encountered in the course of the development of business by the Private Bankers
• Deal with the specific mailing for the clients
• Collaborate with internal functions (Compliance, Operations, Legal…) on client onboarding and lifecycle activities

YOUR PROFILE:

• Fluent in English and Italian
• Bachelor Degree Level a plus
• 5-years' experience within financial industry, ideally international
• Experience of direct client interaction and ability to maintain a professional approach
• Organization with ability to prioritize workload accordingly
• Strong collaboration/communication skills
• Ability to work under pressure
• Detailed-oriented
• Client oriented

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.