pA career at bLombard Odier /b 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.br/ /pp

With a history spanning over 230 years, bLombard Odier /b 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 bLombard Odier Investment Managers /b and provide advanced banking technology to other financial institutions.br/ /ppb“Rethink Everything” is our philosophy /b – 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. /ppb

Private Banker Assistant - Milan /b /pp

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. /pp

As a Private Banker Assistant for our Italian branch, you'll be reporting to the local COO. /ppbYOUR ROLE: /b /pp

Support Private Bankers with administrative duties pertaining to the clients’ accounts: /pli

Account opening process, daily monitoring of the accounts, act as first contact for all administrative KYC file documentation /lili

Process transfer orders and deal with client correspondence and all administrative matters /lili

Ensure appropriate filling/archiving of documentation of all client account documentation /lili





Liaise with internal service providers within the company to ensure timely and accurate execution/resolution of clients’ request /lili

Notify Bankers of documentation issues/pending items encountered in the course of the development of business by the Private Bankers /lili

Deal with the specific mailing for the clients /lili

Collaborate with internal functions (Compliance, Operations, Legal…) on client onboarding and lifecycle activities /lipbYOUR PROFILE: /b /plib

Fluent in English and Italian /b /lili

Bachelor Degree Level a plus /lili5-years' experience within financial industry, ideally international /lili

Experience of direct client interaction and ability to maintain a professional approach /lili

Organization with ability to prioritize workload accordingly /lili

Strong collaboration/communication skills /lili

Ability to work under pressure /lili

Detailed-oriented /lili

Client oriented /lipb

Our Maison’s DNA /bis defined by five core values. bExcellence /b drives us to be the best at what we do, while bInnovation /b fuels our progress. bRespect /b underpins every interaction, and bIntegrity /bshapes our actions.

Together, we are bOne Team /b, united in serving our clients with unwavering dedication. /pp

As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. bDiversity, Equity and Inclusion /b 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. /ppb

It is an exciting time to join our Teams.

All applications will be handled in the strictest confidence. /b /p

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