Discretionary Portfolio Manager
Lombard Odier
Geneva
vor 2 Tg.

A career at the Lombard Odier Group is something to be proud of. Our mission is to protect and grow our clients’ wealth - but not by any means necessary.

Sustainability is at the heart of everything we do and we treat our clients’ wealth as if it were our own. We protect our clients’ assets for the long-term using expertise and innovation, all underpinned by our Rethink Everything philosophy.

Our colleagues are the foundation of our success. We employ people at different life stages, from graduates to executive level leaders.

The one thing they all have in common is that they seek to challenge the status quo, are imaginative and have the ability to offer a fresh perspective.

Lombard Odier is an innovative bank of choice. Independent, private and entirely self-financed, our Group is one of the best capitalised private banks in the world.

Rethink Everything" is our philosophy - our agile responses to changing economic and political conditions have brought 225 years of stability through 40 financial crises.

With more than 200 professionals, our Investment Solutions department is responsible for providing sophisticated and customized investment proposals to our private clients.

In this context, we are looking for a Discretionary Portfolio Manager for our Geneva office :

Mission :

  • Actively manage discretionary portfolios, with a focus on clients from the Middle East, Eastern Europe and Turkey
  • Offer discretionary portfolio management services to our relationship managers and private clients
  • Implement Lombard Odier investment committee’s decisions in client portfolios in accordance with clients’ constraints and preferences
  • Contribute to the development of our investment offering through commercial support
  • Preparation of portfolio management reports and presentation to clients
  • Maintain a high degree of knowledge on financial markets, traditional and alternative assets, investment strategy and portfolio management
  • Desired profile :

  • University education and / or recognized diploma in investment (CFA an asset)
  • Experience in portfolio management (min. 5 years), an emerging market environment would be a plus
  • Good knowledge of asset allocation and portfolio management
  • Excellent customer presentation and communication skills
  • Ability to take decisions, flexibility and autonomy
  • Ability to acquire and share skills
  • Good knowledge of Bloomberg, Excel and PowerPoint
  • Fluent in French and English, Arabic or Russian would be an asset
  • If you recognise yourself in this description, then please do apply. We look forward to hearing from you.

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