Gérant-e de Portefeuille

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Lombard Odier

Beschreibung:	Gérant-e de Portefeuille
Stadt:	Schweiz, Schweiz
Firma:	Lombard Odier - Firma bewerten
Datum:	2025-12-27
Beschäftigung:	bis 100%
Salär:	zu verhandeln CHF - 40 Std/Woche
Arbeitsort:	Schweiz

BEWERBEN

Tasks: Gérant-e de Portefeuille

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.

Portfolio Manager - UK Market (Geneva-based)

We have strong ambitions for the UK market, one of the most strategic and rapidly growing markets within our Group. In this context, we are looking for a Discretionary Portfolio Manager to join our Geneva office.

Your mission

Deliver investment advice and proactive portfolio management to relationship managers and private clients

Help shape our multi-asset and international discretionary and advisory investment offering; ensuring alignment with the Bank's strategy

Manage and implement portfolio strategies tailored to client constraints, with a focus on UK clients and UK fiscally efficient investments

Support and oversee advisory mandates, ensuring alignment with client objectives and the Bank's investment views

Maintain expert knowledge of asset classes, investment strategies, and UK-specific portfolio management and advisory practices

Prepare compelling investment proposals and reporting for clients and prospects

Follow up on actions, options, investment funds, and structured products recommended by the Bank

Participate in the development of portfolio management tools to enhance efficiency

Your profile

University degree and/or recognized investment qualification (CFA, CIIA)

7-10 years of experience in discretionary portfolio management within a private banking environment; UK market experience is a strong asset

Deep understanding of asset allocation, portfolio construction, and advisory services

Excellent presentation and communication skills

Strong ability to learn, share knowledge, and collaborate

Decisive, flexible, and autonomous

Proficient in Excel and PowerPoint

Fluent in English; French or another language is a plus

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.