Portfolio Manager – UK Market (m|f|x) Genf

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.

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.

Tasks

• Deliver investment advice and proactive portfolio management to relationship managers and private clients
• Help shape our multi-asset and international discretionary and advisory investment offering; ensuring alignment with the Bank’s strategy
• Manage and implement portfolio strategies tailored to client constraints, with a focus on UK clients and UK fiscally efficient investments
• Support and oversee advisory mandates, ensuring alignment with client objectives and the Bank’s investment views
• Maintain expert knowledge of asset classes, investment strategies, and UK-specific portfolio management and advisory practices
• Prepare compelling investment proposals and reporting for clients and prospects
• Follow up on actions, options, investment funds, and structured products recommended by the Bank
• Participate in the development of portfolio management tools to enhance efficiency

Profile / Your qualification / Your personality

• University degree and/or recognized investment qualification (CFA, CIIA)
• 7–10 years of experience in discretionary portfolio management within a private banking environment; UK market experience is a strong asset
• Deep understanding of asset allocation, portfolio construction, and advisory services
• Excellent presentation and communication skills
• Strong ability to learn, share knowledge, and collaborate
• Decisive, flexible, and autonomous
• Proficient in Excel and PowerPoint
• Fluent in English; French or another language is a plus

Contact

Elodie Hugard

HR Advisor

Location

Rue de la Corraterie 11, CH-1204 Genf