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 230 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.
Chief of Staff - Wealth Planning (80-100%)
YOUR ROLE:
- Support the development and implementation of the Wealth Planning strategy, aligning with global priorities and market dynamics
- Prepare high-impact presentations, reports, and briefings for senior stakeholders and governance forums
- Act as a liaison between the Wealth Planning and internal/external stakeholders, ensuring alignment and effective communication
- Lead the annual planning cycle, monitor KPIs, and ensure adherence to governance frameworks
- Oversee budgeting, cost management, and P&L tracking
- Identify and mitigate operational and strategic risks, ensuring compliance with internal policies and regulatory requirements
- Drive key projects and transformation initiatives, ensuring timely delivery and stakeholder engagement
- Leverage data tools to generate insights, support decision-making, and monitor business performance
YOUR PROFILE:
- University education or equivalent
- 5 years in similar position or a similar strategic role within the financial services industry
- Proven ability to solve complex problems and manage multiple priorities simultaneously
- Strong analytical skills with the ability to synthesize complex information into clear, actionable insights
- Experience working with senior leadership and navigating organizational dynamics
- Demonstrated ability to coordinate cross-functional teams and initiatives
- Excellent communication skills, both written and verbal, with the ability to translate technical or strategic content into business-relevant messaging
- Entrepreneurial mindset with a proactive attitude and one-team mindset
- Fluency in English and French is required
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.
Skills Required
- University education or equivalent
- Five years of experience in a similar position or strategic role within financial services
- Ability to solve complex problems and manage multiple priorities
- Strong analytical skills and ability to synthesize complex information into actionable insights
- Experience working with senior leadership and navigating organizational dynamics
- Experience coordinating cross-functional teams and initiatives
- Excellent written and verbal communication skills
- Fluency in English and French
- Entrepreneurial, proactive, and team-oriented mindset
What We Do
For over 225 years, Lombard Odier has focused on its central mission: to build strong, long-lasting client partnerships based on expertise, trust and care. Our Group strives to create sustainable value for private and institutional clients, combining leading investment solutions with stability and a robust balance sheet. Our unwavering commitment to the long-term interests of our clients is underpinned by our independent partnership model as our Firm is solely owned by our Managing Partners. We are guided by one key philosophy: rethink everything®. We constantly rethink the world around us to provide a fresh investment perspective for our clients. By offering a comprehensive suite of services, from discretionary and advisory portfolio management to wealth planning and custody, we offer our clients quality, bespoke solutions. Our cutting-edge banking technology not only sets industry standards, but also serves as a beacon for Swiss and European private banks and financial institutions. At Lombard Odier, we are convinced that the transition to a net-zero, nature-positive economy will be the most profound economic transformation of all time. Our role is to help our clients navigate this major shift by identifying related investment opportunities. Headquartered in Geneva with offices on five continents, we are guided by a team of around 3000 dedicated professionals who continue to shape the future of global wealth management.
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