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- Tasks: Manage client portfolios and provide investment advice in a dynamic environment.
- Company: Join Lombard Odier, a leading global wealth manager with a focus on sustainable investing.
- Benefits: Enjoy a diverse workplace, opportunities for growth, and a commitment to inclusion.
- Why this job: Be part of a historic firm that values innovation and excellence in investment strategies.
- Qualifications: University degree or diploma in Investment; 6-8 years of portfolio management experience required.
- Other info: Fluency in English is essential; knowledge of additional languages is a plus.
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.
Skills, Experience, Qualifications, If you have the right match for this opportunity, then make sure to apply today.
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
We have strong ambitions for the UK market, which is one of the most strategic and rapidly growing markets within our Group. Within this context, we are looking for a Discretionary Portfolio Manager, based in London:
YOUR ROLE:
Offer relationship managers and private clients investment advice and proactive portfolio managementContribute to the development of our investment offering across multi-asset and international discretionary and advisory portfolios through investment advice aligned with the Bank\’s investment strategyManage and Implement the Investment strategy in discretionary portfolios within client constraints, with a focus on UK clients and UK fiscally efficient investmentsMaintain a high degree of knowledge on assets, investment strategy and UK fiscally efficient portfolio management and advice.Provide reporting on accounts as well as investment proposals (clients and prospects)Follow-up of actions/options/ investment funds/ structured products proposed on the list recommended by the Bank.Participation in the development of Portfolio Management tools for improved efficiency
YOUR PROFILE:
University education and/or recognized diploma in Investment (CFA/CIIA)Minimum 6 to 8 years of experience in Portfolio management in a Private Bank (discretionary), a UK environment would be a plusRDR Level 6 minimumVery good knowledge of asset allocations and Portfolio managementExcellent customer presentation and communication skillsAbility to acquire and share skillsAbility to take decisions, flexibility and autonomyGood knowledge of Excel and PowerPoint Fluent English mandatory, French or any another language would be an asset
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.
Discretionary Portfolio Manager employer: Lombard Odier
Contact Detail:
Lombard Odier Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Discretionary Portfolio Manager
✨Tip Number 1
Network with professionals in the wealth management sector, especially those who have experience at Lombard Odier or similar firms. Attend industry events and seminars to make connections and gain insights into the company culture and expectations.
✨Tip Number 2
Stay updated on the latest trends in sustainable investing and UK fiscal policies. This knowledge will not only help you in interviews but also demonstrate your commitment to the values that Lombard Odier prioritises.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed discretionary portfolios in the past. Highlight your ability to align investment strategies with client needs, particularly in a UK context.
✨Tip Number 4
Familiarise yourself with Lombard Odier's investment philosophy, 'Rethink Everything'. Be ready to articulate how this philosophy resonates with your own approach to portfolio management and client relationships.
We think you need these skills to ace Discretionary Portfolio Manager
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Discretionary Portfolio Manager at Lombard Odier. Tailor your application to highlight relevant experience and skills that align with their requirements.
Highlight Relevant Experience: In your CV and cover letter, emphasise your 6 to 8 years of portfolio management experience, particularly in a private banking environment. Mention any specific achievements or projects that demonstrate your expertise in discretionary portfolio management.
Showcase Your Skills: Make sure to showcase your excellent customer presentation and communication skills. Provide examples of how you've successfully communicated investment strategies to clients in the past.
Tailor Your Application: Customise your cover letter to reflect Lombard Odier's values such as Excellence, Innovation, and Integrity. Explain how your personal values align with theirs and how you can contribute to their mission of sustainable investing.
How to prepare for a job interview at Lombard Odier
✨Understand the Company Philosophy
Familiarise yourself with Lombard Odier's philosophy of 'Rethink Everything'. Be prepared to discuss how this approach can influence your investment strategies and client interactions.
✨Showcase Your Portfolio Management Experience
Highlight your previous experience in discretionary portfolio management, especially within a UK context. Be ready to provide specific examples of how you've successfully managed portfolios and met client needs.
✨Demonstrate Knowledge of UK Investments
Since the role focuses on UK clients and fiscally efficient investments, ensure you have a solid understanding of the UK market. Discuss recent trends and how they could impact investment strategies.
✨Prepare for Technical Questions
Expect questions related to asset allocation and portfolio management tools. Brush up on your technical skills, particularly in Excel and PowerPoint, as these will likely be assessed during the interview.