Private Banker Assistant

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/7d9opi

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.
Private Banker Assistant - Milan
Provide 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.




As a Private Banker Assistant for our Italian branch, you’ll be reporting to the local COO.
YOUR ROLE:
- Account opening process, daily monitoring of the accounts, act as first contact for all administrative KYC file documentation
- Process transfer orders and deal with client correspondence and all administrative matters
- Ensure appropriate filling/archiving of documentation of all client account documentation
- Liaise with internal service providers within the company to ensure timely and accurate execution/resolution of clients’ request
- Notify Bankers of documentation issues/pending items encountered in the course of the development of business by the Private Bankers
- Deal with the specific mailing for the clients
- Collaborate with internal functions (Compliance, Operations, Legal) on client onboarding and lifecycle activities

YOUR PROFILE:
- Fluent in English and Italian
- Bachelor Degree Level a

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/7d9opi