Securities Transfer Specialist
HELPLombard Odier
Beschreibung: | Securities Transfer Specialist |
Stadt: | Schweiz, Schweiz |
Firma: | Lombard Odier - Firma bewerten |
Datum: | 2024-04-27 |
Beschäftigung: | bis 100% |
Salär: | zu verhandeln CHF - 40 Std/Woche |
Arbeitsort: | Schweiz |
Tasks: Securities Transfer Specialist
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.
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.
Should you recognise yourself in this mission statement, we would be happy to receive your application. It will be handled in the strictest confidence.
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