06 set - Vizzolo Predabissi
Lombard Odier
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.
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, youll be reporting to the local COO.
YOUR ROLE:
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
- 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 Bank
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