Global Market Access - Desk Specialist - Full time

Offre parue le 23 septembre 2022, Grand-Saconnex,

Postuler

Nous vous remercions de mentionner jobtic.ch dans votre dossier de candidature

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.With more than 200 professionals, our Investment Solutions department is responsible for providing sophisticated and customized investment services to our private clients and within this organization, we are looking for a Global Market Access - Desk Specialist based in Geneva :MissionThe role will focus on the client trade reception and execution requirements. You will be required to provide client focused services, including providing information on account balances and holdings, receiving and processing trading transactions via our in-house software (G2) or directly with the support of Global Markets Services traders. As a front line agent dealing directly with our clients, you will foster trusted relationships by doing all this to a high level of excellence.Main ResponsibilitiesWithin the Global Markets Access team based in Geneva, the Desk Specialist will manage daily communication and requests from Execution-only clients booked in Switzerland and from Direct Access clients.The role will require the candidate to:Understand and promptly respond to/action client queries and requests (through phone call, written or electronic media)Provide information about portfolio holdings or valuation and process client investment instructions as well as fund subscriptions/redemptionsProvide end-to-end support to the client across the entire trade process, including identity verification, order confirmation, trade input, and execution confirmation and reconciliationEnsure the entire trade process is compliant with our operational and financial risk frameworkLiaise with our internal service providers to ensure timely and accurate execution/resolution of clients’ request on their account activityComply with all applicable legal, regulatory and internal compliance requirements. Maintain appropriate knowledge to ensure to be fully qualified to undertake the role. Complete all mandatory trainings as required to attain and maintain competenceDesired profileQualification/education requiredUniversity education desirable (Bachelor/Master)Recognized diploma in investment welcome additionExperience requiredHistory of order taking and client interactionHistory of roles requiring high operational consistency and attention to detailGood knowledge of the key asset classes including equities, bonds, money market and FXFacility with IT investment tools: primarily use G2. Any additional tool is a plusGood knowledge of Private Banking services and understanding of regulatory requirements and risks in the banking sectorCompetenciesClient service orientation and ability to maintain a professional approach at all timesStrong organization skills, with ability to prioritize workload accordinglyExcellent communication skills focusing on clarity and understandingAbility to work under tight deadlines and high pressureConfidentiality, ethics, commitment to providing quality service and building strong relationshipsLanguage skillsFluent in French and English is mandatoryGerman, Spanish or any additional language is a plusIf you recognise yourself in this description, then please do apply. We look forward to hearing from you.

Nous vous remercions de mentionner jobtic.ch dans votre dossier de candidature

Afficher l’annonce
Ne plus afficher ce message
Vous ne trouvez pas la bonne offre d'emploi ?

Cependant, enregistrez votre profil ! Vous serez contacté(e) pour de futures opportunités.

Jobtic logo