Founded in 1796, Lombard Odier Darier Hentsch & Cie is the oldest firm of private bankers in Geneva and one of the largest in Switzerland and in Europe.

We are looking for an employee for our Lombard Odier Investment Managers Unit in the Client Servicing Section of the Sales Department.

Reporting directly to the Head of Client Servicing, you will be actively involved in the centralized management of relationships with institutional clients and financial intermediaries primarily from Italy, in close collaboration with the sales forces on the ground.

Job description

Act as the privileged contact person, along with the client relationship manager (CRM), for all client requests (portfolio situation, performance, general information about different management skills, NAV, etc.)
Respond to calls for management tenders from institutional investors, financial intermediaries, and consultants
Keep our local consultants database up to date
Coordinate the reporting needs between the dedicated team, the CRM, and the client, and produce specific reports
Manage clients’ subscriptions to our publications in a centralized manner
Help to organize events aimed at institutional clients (roadshows, round tables, etc.)
Prepare documents presenting products in collaboration with the sales forces and product specialists

Requirements

Sound training in financial management. University degree required
Experience of at least 2-3 years in asset management (products, players, etc.)
Italian – perfect written and spoken skills
English – good written and spoken skills
Operational French is required
IT skills (Microsoft Office)
Readiness to travel (occasional short trips)
Sense of initiative, excellent interpersonal skills, ability to work in a team, organizational skills, and meticulous approach
International experience would be an advantage

If your profile fits our requirements, we look forward to receiving your application. It will be treated in the strictest confidence.

* Only registered and authenticated ICFAS Members can apply