Relationship Manager Global Assets (Custody/ Asset Servicing) - Geneva

Meyrin , Geneva, Switzerland

Type: n/a

Category: Finance & Accounting

Requirements: French
Company: Lombard Odier
Region: Meyrin , Geneva

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 225 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.

Relationship Manager Global Assets (Custody/ Asset Servicing) - Geneva

Le Relationship Manager joue un rle cl dans le dveloppement commercial du dpartement Global Assets (GA+). Il/elle est responsable de lacquisition de nouveaux clients institutionnels et privs, de la fidlisation des clients stratgiques et de loptimisation de la rentabilit du portefeuille. Il/elle exerce un leadership naturel et fdre les quipes internes autour des objectifs commerciaux.

Votre Mission:

Identifier et convertir de nouveaux clients institutionnels et privs en ligne avec les objectifs de croissance.

Dvelopper et entretenir des relations solides avec les clients stratgiques existants, suivre et analyser la rentabilit des clients et prendre des mesures correctives si ncessaire.

Maximiser les opportunits de cross-selling et proposer des services additionnels rmunrs.

tre force de proposition dans lvolution des services et des processus internes.

Collaborer avec les quipes marketing pour le dveloppement des supports commerciaux (pitchbook, brochures, site internet), assurer la publication de 2-3 newsleters GA+ par an, Organiser des vnements clients et reprsenter le dpartement lors de confrences et sminaires.

Formuler des rponses aux appels d''offres.

Suivre les actions commerciales et assurer un reporting structur.

Votre Profil:

Diplme universitaire en finance, conomie, gestion ou domaine quivalent.

Minimum 5-7 ans dexprience dans un poste similaire avec exprience avre en acquisition et gestion de clients institutionnels et privs.

Excellentes comptences en ngociation et structuration doffres commerciales.

Solide connaissance du Global Custody, Asset Servicing et des services bancaires institutionnels.

Forte capacit influencer et fdrer des quipes sans lien hirarchique direct.

Trs bonnes comptences en communication crite et orale (franais et anglais indispensables, une autre langue est un plus).

Esprit analytique et capacit suivre la rentabilit des clients et du portefeuille.

Capacit grer plusieurs dossiers en parallle avec rigueur et autonomie.

Capacit dinfluencer le dveloppement doffres et de contribuer activement la stratgie du dpartement.

Our Maisons DNA is defined by five core values. 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. Together, we are One Team, united in serving our clients with unwavering dedication.

As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. Diversity, Equity and Inclusion are woven into the fabric of our Maisons DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy.

It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.

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