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.
Scopra di più sulle mansioni generali e sulle competenze richieste per questa occasione leggendo di seguito.
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, Equity and Inclusion
are woven into the fabric of our Maison’s 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. xysqume
It is an exciting time to join our Teams.

📌 Private Banker Assistant - Milan (Milano)
🏢 Lombard Odier
📍 Milano