- Expérience
- 3–5 yrs
- Salaire
- —
- Ouvertures
- 1
- Publié
- il y a 2 heures
- Work mode
- Au bureau
- Eligibility
- Professionals with 3 to 5 years of relevant experience in private banking, wealth management, or similar client servicing roles who are able to work onsite in Singapore.
- Resume
- Required to apply
Where you'll work
Description de l'emploi
About the role
Lombard Odier Group is an independently owned global wealth and asset manager with a strong focus on sustainable investing. The firm serves private and institutional clients, manages more than CHF 350 billion, and operates across 25+ offices on four continents. With over 230 years of history, it offers discretionary and advisory portfolio management, wealth services, custody, asset management through Lombard Odier Investment Managers, and banking technology solutions for financial institutions.
The organisation is guided by a philosophy of “Rethink Everything,” reflecting a long-standing approach of reassessing markets and ideas to deliver a fresh perspective for clients.
Role overview
The team in Singapore is hiring a Private Banking Assistant to support bankers in the servicing of client accounts. The role is focused on helping maintain a high level of client experience while ensuring smooth execution of operational, administrative, and compliance-related tasks.
What you'll do
- Assist bankers and senior colleagues with the daily servicing of client relationships and accounts.
- Handle support work related to account openings, client onboarding, KYC documentation, and periodic reviews.
- Work with internal teams such as Compliance, Operations, Credit, and Legal to help complete client requests on time and in line with regulatory obligations.
- Prepare and organise documents for client meetings, investment proposals, portfolio reviews, and related discussions.
- Track client instructions, payment actions, and administrative follow-ups to ensure timely closure.
- Keep client records accurate and ensure documentation aligns with internal policies and procedures.
- Flag operational issues or compliance concerns when needed.
- Respond to client queries in a professional manner and maintain strong coordination with internal and external stakeholders.
- Support the creation of portfolio reports and client reporting materials.
- Provide general coordination and administrative assistance to the team as required.
Requirements
Candidates should have 3 to 5 years of experience as an Assistant Relationship Manager or in a similar client servicing position within private banking or wealth management. A solid understanding of private banking operations, onboarding workflows, and KYC requirements is important. Exposure to financial products and wealth management services will be considered an advantage. The role also calls for strong organisation, the ability to juggle multiple priorities in a busy environment, attention to detail, and a professional approach. You should be comfortable collaborating across teams and building effective working relationships.
Additional information
Lombard Odier describes its workplace culture through five values: Excellence, Innovation, Respect, Integrity, and One Team. The company also highlights its commitment to diversity, equity, and inclusion, and supports employee growth through internal mobility and upskilling opportunities. Applications are reviewed in strict confidence.
Who can apply
Professionals with relevant private banking or wealth management client servicing experience who can contribute to account support, onboarding, KYC, and client coordination in Singapore.