Lombard Odier Group

Financial Planning and Analysis

• Contribute to the development of the Advisory mandate by providing private clients and bankers with proactive investment advice aligned with the Bank's investment strategy
• Establish strong relationships with advisory clients and help them achieve investment objectives within defined risk budgets
• Provide proactive asset allocation recommendations and bottom-up investment ideas
• Support growth of the Advisory mandate by partnering with private bankers during client acquisition
• Provide personalized and suitable investment advice to advisory clients
• Monitor advisory portfolios, including asset allocation, risk budget and performance
• Provide regular portfolio reviews to clients
• Support bankers during client acquisition through advisory-service presentations and portfolio analysis
• Present market views and investment strategy to bankers, clients and prospects
• Help transition execution-only clients to advisory services
• Contribute to internal investment forums and the continuous development of the advisory offering
• Generate investment ideas and solutions across all asset classes

Explore Senior Investment Advisor at Lombard Odier Group. Review requirements and application details.