Epicareer Might not Working Properly
Learn More
Please Turn on your JavaScript

Epicareer might not working properly because your browser javascript is turned off.

What is JavaScript?

JavaScript is like the magic behind making websites interactive. Basically, it makes Epicareer more enjoyable and engaging.
How do i turn this on?
Find tutorial for your browser below :
  1. Make sure the webpage is open.
  2. In the Safari app on your Mac, choose Safari > Preferences, then click Security.
  3. Make sure the Enable JavaScript checkbox is selected.
  4. Click Websites.
  5. On the left, click Content Blockers.
  6. Make sure Off is chosen in the pop-up menu next to the website.
  7. On the left, click Pop-up Windows.
  8. Make sure Allow is chosen in the pop-up menu next to the website.
Visit Site here
  1. Open Chrome on your computer.
  2. Click. then Settings.
  3. Click Privacy and Security.
  4. Click Site settings.
  5. Click JavaScript.
  6. Select Sites can use Javascript.
Visit Site here
  1. If you're running Windows OS, in the Firefox window, click Tools > Options.
  2. Tip: If you're running Mac OS, click the Firefox drop-down list > Preferences.
  3. On the Content tab, click the Enable JavaScript check box.
Visit Site here
  1. Click the "Settings and more" icon at the top right of the Edge browser window.
  2. Click Settings.
  3. From the Settings menu, click Cookies and site permissions.
  4. Scroll down and click on JavaScript.
  5. In the JavaScript window, toggle the slider to "on" or "allowed."
  6. Close the Settings tab.
  7. Refresh the page.
Visit Site here
  1. Go to Settings.
  2. Click Advanced in the left sidebar, and click Privacy & security.
  3. Under Privacy and security, click Site settings.
  4. Click JavaScript.
  5. At the top, turn on or off Allowed (recommended).
Visit Site here
Any Question? Contact us
logo
Jobs or company...

Assistant Relationship Manager, EAM

Salary undisclosed
Checking job availability...
Original
Simplified

A career at Lombard Odier means working for a renowned global wealth and asset manager and a leader in sustainable investing. An innovative bank of choice for private and institutional clients, our Firm is independently owned and one of the best-capitalised banking groups in the world, managing over CHF 300 billion and operating from over 25 Offices across 4 continents.

With a history spanning over 229 years, Lombard Odier is an investment house providing 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 40 financial crises by re-evaluating the world around us and we constantly rethink the world around us to provide a fresh investment perspective for our clients.

Assistant Relationship Manager for our External Asset Managers (EAM) Team

We are looking for talent to join our family to support our EAM business, the new joiner will be based in Singapore.

The main goal of the position is to support our EAM clients in Asia-Pacific acting as one of the first points of contact and maintaining strong trusted relationships with all clients throughout the entire life cycle of their business relationship with Lombard Odier, which includes daily and periodic activity. Activities include account opening, periodic compliance reviews, support for client queries, execution services, payment processing and the administration of the relationship to comply with Lombard Odier policies and procedures.

YOUR ROLE

1. Assist in managing portfolio of customers:

· Support growth strategies lead by the Team Head

· Communicate with product specialists and other internal stakeholders to support client relationships

· Support identification of credit and operational risks

2. Manage client interactions:

· Attend to further enquiries from clients to ensure ongoing client satisfaction

· Escalate client conflicts according to Bank procedures

· Review documents on client interactions to ensure they are documented according to Bank procedures

3. Maintain service delivery standards:

· Conduct service reviews together with the Relationship Managers and/or Team Head and check-ins with clients to obtain feedback and client satisfaction

· Provide solutions for identified recurring client servicing issues, and test contingencies to ensure service expectations are always maintained during service disruptions

· Identify areas of improvement and recommend remedial actions based on analyses of client enquiries

4. Coordinate collaborative efforts to provide solutions to clients:

· Develop insights into clients' needs based on analyses of client information and engagements

· Coordinate across relevant departments to deliver on client commitments

· Follow up with relevant operational teams to resolve service issues in a timely fashion

· Develop mitigation plans with operational teams to resolve recurring client servicing issues and client complaints

5. Manage customer lifecycle end-to-end

· Gather customer documents for Know Your Customer (KYC) and onboarding procedures

· Respond to enquiries in a timely fashion to help support positive client experiences

· Assist in monitoring financing plans and escalate conflicts

· Identify and flag suspicious transactions under account portfolio for further review

YOUR PROFILE

· At least 6 years of Private Banking experience of which at least a few years in the EAM business

· Degree holder

· CACS 1 and 2, CMFAS 1B and 5 are a plus

· Very strong operational capabilities

· Able to handle difficult client discussions and resolve issues / disputes independently

· Enjoy the administration and coordination of tasks related to the EAM business

· Be comfortable with being the main point of contact for day-to-day interactions with institutional clients (EAMs / MFOs)

· Solid experience handling account openings

· Great team player who is willing to go the extra mile in order to maintain and achieve high-quality client satisfaction

· Ambassador of Lombard Odier and its EAM business

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.