Lombard Odier Group
Associate Banker
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A career at Lombard Odier
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 230 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.
Associate Banker Program (Future Private Banker) - UK Market
About the Program
The Associate Program is one of Lombard Odier's flagship talent initiatives, designed to support long-term business growth, succession planning and the development of future Private Bankers.
Highly selective and strategic in nature, the program offers a structured pathway towards a Private Banker role. Participants benefit from a unique combination of investment, wealth planning and private banking exposure, preparing them to become trusted advisors to wealthy families, entrepreneurs and private clients.
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The successful candidate will initially spend approximately 10-12 months in Geneva, gaining exposure to key Investment teams before relocating permanently to London to continue the program within the UK market.
Your Role
As an Associate, you will follow a structured development journey designed to accelerate your progression towards a Private Banker role.
Key responsibilities include:
- Developing a deep understanding of Lombard Odier's investment and wealth management capabilities;
- Working closely with Investment Specialists, Wealth Planners and Private Bankers;
- Supporting the preparation of investment proposals, portfolio reviews and client presentations;
- Contributing to business development initiatives;
- Building the commercial, advisory and investment expertise required to become a Private Banker;
- Upon arrival in final team, developing relationships with prospective clients and gradually assuming responsibility for client relationships;
Following successful completion of the program and demonstrated readiness, the selected candidate will transition into a Private Banker role within the London office covering the UK market.
Your Profile
- Bachelor's and/or Master's degree;
- Approximately 2-5 years of experience in Private Banking, Wealth Management or a related client-facing financial environment;
- Solid understanding of financial markets and investment solutions;
- Strong commercial mindset with a genuine interest in relationship management and business development;
- Demonstrated networking capabilities and/or proven ability to develop a professional network;
- Credible ambition to build a long-term career as a Private Banker;
- Strong interpersonal and communication skills;
- Fluency in English; additional languages are considered an asset;
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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.
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