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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.
“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.
Lombard Odier Investment Managers (“LOIM”) is the asset management business of the Lombard Odier Group. Sales Strategist
Reporting to the Senior Sales Strategist, you will conduct analysis and research into sales results, sales effectiveness, customer analytics that help set go-forward sales strategy. You will work with the Senior Sales Strategist to make recommendations to Business Development Leadership with responsibility for documenting and delivering on resulting action plans.
Identify and implement Management Information improvements including sales pipeline and financial management information
Identify opportunities to improve data quality and process efficiency
Preparation and facilitation of sales planning sessions; A detailed understanding of client and product financials across the geographical footprint including relevant trends & watchouts
Improve management visibility of key financial metrics including team flows and sales
Salesforce: promote best practice use of Salesforce and identify mechanisms by which this can be mandated within the sales teams
Tableau: define business requirements for changes, enhancements or new tableau views. Support efforts to ensure Tableau data quality.
Build effective relationships with sales team members to facilitate successful work efforts
Projects: participate in cross functional projects as necessary where sales related business requirements & guidance are necessary
Produce ad-hoc sales & business development presentations as required
5 years of experience working in a strategy or sales role within an asset management organization
~ Technical knowledge of financial instruments and markets
~ In depth knowledge of investment fund and financial regulations
~ Ability to interpret qualitative & quantitative financial data and provide insightful positioning
~ Advanced knowledge of Microsoft Office applications (particularly Excel, and PowerPoint)
~ Excellent analytical skills that offer insight into sales results, sales effectiveness, and that help set go-forward sales strategy
~ Advanced knowledge of Salesforce & Tableau
Excellence drives us to be the best at what we do, while Innovation fuels our progress. We are committed to creating a diverse and inclusive work environment, where talented people inspire the organization with a diversity of thought, background, experience and identity to reinforce our innovation and deliver excellence. To deliver on this, we have actively embedded Diversity & Inclusion in our business strategy.
