EAM Banker
Lombard Odier
EAM Banker
Lombard Odier
Private wealth management and fiduciary services
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.
Our External Asset Managers (EAM) team in Zurich is seeking an experienced Relationship Manager to join a dynamic and ambitious team. This role will combine the entrepreneurial spirit of business development with the heritage, stability, and reputation of one of Switzerland's oldest private banks.
You will play a key role in expanding our presence across German-speaking Switzerland by identifying new business opportunities, developing strategic partnerships, and contributing to the continued growth of our EAM franchise.
Mission :
• Develop, manage and grow a portfolio of EAM clients.
• Actively contribute to business growth by identifying new opportunities and establishing strategic partnerships through a disciplined approach to prospecting, relationship management, and CRM utilisation.
• Act as an ambassador of the Bank to position it as the preferred strategic partner for sophisticated professional clients.
• Entirely master and leverage on the Bank's platform, expertise, products and specialists to anticipate, create and grow opportunities.
• Ensure the highest standards of risk management, compliance, and regulatory adherence in all activities.
Profile :
• Minimum 10 years of proven experience in developing and managing EAM relationships within the Swiss wealth management industry.
• Proactive commercial mindset, strong business development and networking capabilities, very good communication and presentation skills, self-motivation and sense of service, combined with strong execution discipline.
• Strategic thinker with a genuine interest in understanding clients' and prospects' business models, challenges, and needs in order to identify long-term growth opportunities.
• Strong team player with excellent collaboration skills.
• Native Swiss German or German speaker, with excellent English level. Other languages would be a strong advantage; French is an asset.
• Residence in Switzerland.
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.
Private wealth management and fiduciary services
Lombard Odier is a private bank and wealth manager that serves private and institutional clients. It offers services such as discretionary and advisory portfolio management, wealth planning, and custody, delivering tailored investment solutions and financial planning. Clients access these products through a global network and a proprietary technology platform used by the bank to manage accounts and investments. The company differentiates itself through its independent, partner-owned structure, a long history spanning over two centuries, and a focus on long-term client interests, stability, and bespoke service. It also emphasizes sustainable investing, helping clients navigate the transition to a net-zero, nature-positive economy. The goal is to create sustainable value for clients by pairing high-quality investment options with steady guidance and a strong balance sheet.
Explore more opportunities at Lombard Odier