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.
Client Service Manager - Global Custody and Private Label Funds Clients
Become part of our dynamic six-member team within the Client Platform Advisory department and actively shape the future of our business for institutional clients! As a central interface between clients, internal teams in Zurich, Geneva, and Luxembourg, and external partners, you will ensure smooth and effective operations.
YOUR ROLE
- Operational Excellence in Day-to-Day Business: You will play a key role in processing and controlling financial transactions. This includes tasks such as cash management, cash payments, settlement and monitoring of internally and externally traded FX, options, and futures transactions, as well as coordination and booking of non-deposited assets such as private equity, infrastructure investments and real estate.
- Communication Hub: You will be the first point of contact for internal and external inquiries —especially from asset managers — on topics such as custody and account management, securities settlements, payment transactions, corporate actions, tax reclaims, and e-banking access. You will resolve issues independently and communicate in a solution-oriented manner.
- Client-Focused Project Work: You will support or lead diverse projects with direct client involvement—such as the launch of new investment funds, onboarding and offboarding of external asset managers, or organizing client events.
- Precise Reporting: You will prepare and review monthly and quarterly investment reports (e.g., fund factsheets) for traditional and alternative investments, ensuring the highest quality and alignment with individual client needs.
- Client and Account Management: You will be responsible for opening and maintaining client and account relationships, including complete and accurate documentation in accordance with internal guidelines and regulatory requirements.
YOUR PROFILE
- Completed banking apprenticeship; ideally supplemented by a completed or ongoing degree in business administration or business information technology
- Several years of experience in a similar role. Solid knowledge and practical experience in securities operations (e.g., back and middle office, investment advisory, trading...)
- Strong interest in operational processes, investment topics, as well as internal and external stakeholders management
- High client orientation, strong quality awareness, and precise working style
- Team player, proactive, and excellent communication skills
- Proficient in English and German (both mandatory)
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.
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