Account Manager

Descrizione del lavoro:

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.

Account Manager

Lombard Odier (Europe) S.A. (LOESA) is headquartered in Luxembourg and operates through five branches (Paris, Brussels, London, Madrid, Milan). Within LOESA, the Account Management team plays a strategic role in oversight and coordination of our private clients needed.
* Life Insurance à Account Manager for Life Insurance (LI) Companies.
* Multi Entity à Lead contact for Private Bankers across the Lombard Odier Group who manage accounts opened in LOESA served in other offices.
* Execution Only Desk à Centralised team in charge to process client orders

This role requires strong ability to collaborate across teams, prioritize and manage multiple tasks simultaneously, while ensuring regulatory compliance and delivering exceptional client service.
Safeguard client assets and ensure compliance with regulatory requirements.
Oversee and support operational processes related to accounts under Account Management responsibility.
Maintain effective relationships with insurance companies, external clients and internal stakeholders
We are looking for an Account Manager capable of operating in a complex, international environment with a high level of rigor and organizational skills.

YOUR ROLE:

Client Relationship Management:
* Act as the single point of contact for Insurance Companies and internal teams involved.
* Operate as the lead contact for Private Bankers across the Lombard Odier Group who manage accounts opened in LOESA served in other offices.
* Ensure exceptional client service through high standards and proactive engagement
* Optimize processes related to Account Management and strengthen client relationship practices

Account Opening & Operational Processes:
* Ensure proper documentation and compliance with regulatory requirements and policy.
* Conduct KYC checks and thorough due diligence throughout every stage of the client relationship to ensure full compliance with AML and regulatory requirements
* Manage all processes required for opening private client accounts and Life Insurance custody accounts.
* Handle operational tasks such as payments, fees, and changes in circumstances for Account Management and Life Insurance accounts.
* Ensure integrity and quality of operational data.
* Follow up and deliver requests from Life Insurance companies and Private Bankers, including reporting, statements, Ebanking solutions, SWIFT connections, valuations consistency.
* Manage execution-only clients (XO desk) across Europe, including identity verification, trade input, and execution confirmation.
* Act as interface with support functions (Client Lifecycle Management, Compliance, Tariff, Tax, Operations)

Legal and Regulatory Responsibilities
* Comply with all applicable legal, regulatory and internal Compliance requirements
* Complete all mandatory training as required to attain and maintain competence
* Adhere to, understand and promote an appropriate risk culture and sound risk management practice
* Own and proactively act on results of first, second- and third-line controls within the business area of responsibility

YOUR PROFILE:
* Bachelor's degree or professional qualifications in Finance/Business desirable
* Working in international, matrix environments in roles with direct client interaction
* Knowledge on regulatory obligations in the banking industry
* Strong focus on client-centric service excellence
* Ability to work under pressure and tight deadlines
* Highly organized, detail-oriented, and skilled in workload prioritization
* Excellent communication skills
* Confidence to build strong professional relationships with other teams within Lombard Odier
* Systems used: G2, CRM, MS Office, LA Retrieve
* English and French; Spanish, Italian or Dutch, would be a plus

Our Maison's 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 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.

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