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Lombard Odier

Private wealth management and fiduciary services

EAM Banker - Business Developer

Wealth Management & Financial AdvisoryUpdated on Nov 12
Full-timeZürich, SwitzerlandNo salary listedIn-person

About the Job

Requirements

  • Minimum 10 years of proven experience developing and managing External Asset Manager relationships within the Swiss wealth management industry.
  • Native Swiss German or German speaker, with an excellent level of English.
  • Residence in Switzerland.
  • Strong business development and networking capabilities.
  • Very good communication and presentation skills.
  • Proactive commercial mindset, self-motivation, sense of service, and strong execution discipline.
  • Ability to understand clients’ and prospects’ business models, challenges, and needs to identify long-term growth opportunities.
  • Strong collaboration skills.

Responsibilities

  • Develop, manage, and grow a portfolio of External Asset Manager clients.
  • Identify new business opportunities and establish strategic partnerships through prospecting, relationship management, and customer relationship management system use.
  • Represent the bank to position it as the preferred strategic partner for sophisticated professional clients.
  • Master and leverage the bank’s platform, expertise, products, and specialists to anticipate, create, and grow opportunities.
  • Ensure high standards of risk management, compliance, and regulatory adherence.

Desired Qualifications

  • Other languages are an advantage.
  • French is an asset.

About the Company

Lombard Odier

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.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Geneva, Switzerland
Founded
1796

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