Private Banker Assistant

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

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.

“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.

Support Private Bankers with administrative duties pertaining to the clients’ accounts:
Account opening process,



daily monitoring of the accounts, act as first contact for all administrative KYC file documentation
Ensure appropriate filling/archiving of documentation of all client account documentation
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

Fluent in English and Italian
~ Bachelor Degree Level a plus
~5-years’ experience within financial industry, ideally international
~ Experience of direct client interaction and ability to maintain a professional approach
~ Strong collaboration/communication skills
~ 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. Diversity

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