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.
Securities Transfer Specialist (80-100%) (12-month contract)
Within the Technology & Operations unit, Securities transfer team is in charge of the end-to-end process for securities transfer free of payment. The successful candidate will work in a team of 20 employees.
YOUR ROLE
Execute internal transfer
Analyse and take in charge cost corrections.
Create deposit securities entry into the client account.
Communicate and exchange SSI and matching details with counterparties.
Place instructions on the market (Swift) as per market practice rules and market guide
Place instructions for funds as per Transfer agent rules
Solve settlement pending issues (regulated market and funds)
Confirm trade as per contract note receive from Transfer Agent
Communicate and support front office
YOUR PROFILE
Bachelor degree in Finance or Business Administration or equivalent considered an advantage but “CFC”/”Maturité professionnel bancaire” also considered
Banking experience of at least 3 to 5 years in a similar position
Excellent communication skills (client oriented)
Reactivity- Ability to manage emergencies and contingencies.
Managing Priorities, ability to work efficiently under pressure.
Excellent skills in analyzing and understanding flows.
Good knowledge of SWIFT messages
Fluent in French and English (B2 minimum).
Knowledge of securities, and securities processing (included Funds)
Resident in Switzerland or willing to relocate to Switzerland.
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
- Bachelor degree in Finance or Business Administration or equivalent (CFC/Maturite professionnel bancaire accepted)
- 3 to 5 years banking experience in a similar position
- Excellent client-oriented communication skills
- Ability to manage emergencies and contingencies; reactive under pressure
- Ability to manage priorities and work efficiently under pressure
- Strong analytical skills and understanding of transaction flows
- Good knowledge of SWIFT messages
- Fluent in French and English (B2 minimum)
- Knowledge of securities and securities processing (including funds)
- Resident in Switzerland or willing to relocate to Switzerland
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.
