Private Banker Assistant

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/7d5yb6

pA career at bLombard Odier /b means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing.

La preghiamo di leggere attentamente la seguente descrizione del lavoro per assicurarsi di essere la persona giusta per questo ruolo prima di candidarsi.

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 / /ppWith a history spanning over 230 years, bLombard Odier /b 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 bLombard Odier Investment Managers /b and provide advanced banking technology to other financial / /ppb"Rethink Everything" is our philosophy /b – 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.

/ppbPrivate Banker Assistant
- Milan /b /ppProvide 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.

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

/ppbYOUR ROLE: /b /ppSupport Private Bankers with administrative duties pertaining to the clients' accounts: /pliAccount opening process, daily monitoring of the accounts, act as first contact for all administrative KYC file documentation /liliProcess transfer orders and deal with client correspondence and all administrative matters /liliEnsure appropriate filling/archiving of documentation of all client account documentation /liliLiaise with internal service providers within the company to

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/7d5yb6