Assistant(e) Banquier Privé

Assistant(e) Banquier Privé page is loaded## Assistant(e) Banquier Privélocations: Paristime type: Full timeposted on: Posted Yesterdayjob requisition id: R 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.**“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.**Assistant(e) Banquier Privé**L'Assistant(e) Banquier Privé a pour mission d'assurer l'assistance administrative et commerciale d'un Banquier Privé et de répondre aux besoins du client en toute connaissance et respect des procédures internes au Groupe.

Au sein de la Succursale Française de Lombard Odier Europe S.

A, basé à Paris, vos missions principales seront les suivantes :**VOTRE MISSION :**

• Participation à la préparation des rendez-vous des banquiers (reportings, documentation, …)
• Participation au suivi commercial : saisie des informations dans le CRM suite à ses contacts avec le client, comité d’entrée en relation
• Préparation des dossiers d'ouverture : vérification de la validité et de la complétude des dossiers clients (comptes titres, PEA; crédit; contrat d’assurance-vie),
• Mise à jour des dossiers clients pour amélioration de la conformité (CRS, Facta, KYC, suitability …)
• Prise en charge des instructions clients : virements, chèques, transfert; opérations d’assurance vie : arbitrage, versement, …
• Gestion des relations clients : e-mail, courrier, états fiscaux, welcome pack, reportings non complexes
• Suivi des états quotidiens : positions clients, comptes débiteurs, DDG, commission de gestion
• Crédits : suivi des déblocages, virements, documentation,
• Contrôles à postériori des opérations passées et saisies des autres départements**VOTRE PROFIL :**
• De formation Bac +2/3, avec une première expérience de 2 à 5 ans dans le secteur financier.
• Vous possédez de bonnes connaissances des opérations bancaires & financières, et de la fiscalité du particulier.
• Vous faites preuve des qualités suivantes : très grande rigueur, fiabilité, autonomie, sens de l'écoute, dynamisme, et esprit d'équipe.**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.**Help us build the bank of tomorrow. Lombard Odier’s purpose is to preserve and grow our clients’ assets over time. With a history spanning over 220 years, we have served our clients for over seven generations, weathered 40 financial crises and ceaselessly innovated to offer best in class, sustainable services to our clients.## **our mission to you.**Lombard Odier is an employer of choice. We are committed to providing a stimulating work environment where creativity and innovation are encouraged for improving business opportunities and effectiveness.## **our culture.**At Lombard Odier, we understand that our people are a precious resource. That’s why we’ve focused on creating an atmosphere where every unique individual can flourish and work together to achieve our goals. Building an environment where our teams can be inspired, “rethink everything” and thrive in a positive, energetic setting, is the essence of our culture.## **diversity and inclusion.**We are an equal opportunities employer. As an EDGE (Economic Dividends for Gender Equality) certified organisation, we aspire to create an optimal workplace for women and men, and help them benefit from it. EDGE is the leading global standard for measuring gender equality in the workplace.## **training**.

If our people improve, we improve. That’s why at Lombard Odier, we offer all the support employees need to take responsibility for their own personal and professional development. This sums up our desire to recognise and promote the talents of each and every employee in keeping with our values. Our commitment to valuing and fostering skills and know-how is what underpins our diverse and high-quality training programme.

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