Global Wealth Manager
2 days ago
Lombard Odier is a leading global wealth and asset manager with a rich history spanning over 225 years. We offer a comprehensive range of services, including discretionary and advisory portfolio management, wealth services, and custody.
We are seeking an experienced professional to join our team as a Global Wealth Manager, responsible for providing expert advice to high net worth individuals and families.
The ideal candidate will have excellent communication and interpersonal skills, with the ability to build trust and rapport with clients. An attractive salary of approximately 150,000 - 250,000 CHF per annum is offered based on experience and qualifications.
Key Responsibilities:
- Conduct thorough needs analysis to understand client objectives and risk tolerance.
- Develop and implement personalized investment plans to meet client goals.
- Provide ongoing monitoring and reporting to ensure optimal portfolio performance.
Requirements:
- Minimum 7 years of experience in wealth management or a related field.
- Strong understanding of financial markets and instruments.
- Excellent communication and interpersonal skills.
Benefits:
- Competitive salary and bonus structure.
- Ongoing training and professional development opportunities.
- A dynamic and supportive work environment.
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