Wealth Planner

Those who choose a career at Lombard Odier work for a renowned, global asset manager and asset manager focused on sustainable investments. We are an independent and innovative bank of first choice for private and institutional clients. Our group is one of the best capitalized worldwide. We manage around CHF 300 billion and operate from over 25 offices on four continents.

With our over 225-year history, we are an investment house with a comprehensive range of discretionary and advisory portfolio management as well as financial services. We also successfully market our state-of-the-art technology platform to other financial institutions. Through Lombard Odier Investment Managers, we offer asset management services and investment strategies.

"Rethink Everything" is our philosophy – it is at the heart of our actions. We have become stronger through more than 40 financial crises by constantly rethinking the world around us. This allows us to always offer our clients new investment perspectives.

Wealth Planner

LO Patrimonia S.A., a company of the Lombard Odier group, a subsidiary dedicated to the Wealth Planning activity (legal and tax advice) of the Lombard Odier group, is looking for a Wealth Planner.

Your Mission:

• Advise individuals, private clients of Lombard Odier bank, domiciled in Switzerland
  • on tax matters, regarding ordinary regime and expenditure-based taxation,
  • on legal matters, regarding estate planning,
  • on pension and financial planning.
• Develop a comprehensive wealth analysis of clients' situations.
• Maintain regular contact with demanding clients as well as bankers.
• Collaborate with internal and external specialists.
• Write specialized articles.

Profile Sought:

• At least 5 years of professional experience in a similar role (law firm, financial consulting company),
• Complete university studies in Swiss law. In particular, a strong interest in civil law (family law, matrimonial regimes, and inheritance law),
• Good knowledge of individual Swiss taxation. In particular, a strong interest in taxation of wealthy individuals (income and wealth tax, inheritance and gift taxes, pension taxation, and taxation of shareholders holding family businesses/SMEs).
• Comfort with numbers, federal diploma as financial advisor and certified expert in finance and investments (CIWM) is a plus.
• Writing skills.
• Dynamic personality with a strong ability to work in a team, autonomous, versatile.
• Proficiency in computer tools: Word, Excel, and PowerPoint,
• Fluency in French and English, German is a plus,
• Residence in Switzerland.

Five values define the DNA of our house. Excellence motivates us to be the best in our field, and Innovation enables our progress. Respect is the foundation of our interactions, and Integrity guides our actions. Together we are One Team, passionately committed to serving our clients.

We promote an inclusive and integrative working environment for our employees. Diversity, equality, and inclusion are firmly anchored in our corporate philosophy ‘La Maison’ and we strive to ensure that our employees can achieve both their professional and personal goals. We promote internal career paths through individualized and competency-based training offers. We are firmly convinced that building diverse teams contributes to our sustainable success and is therefore the foundation of our corporate strategy.

This is a great opportunity to become part of the team. All applications will be treated with strict confidentiality.