Senior Advisor Philanthropy Services (80-100%)

Position

Vollzeit

Senior

Beratung

Konditionen

Geneva

80–100%

Anforderungen

5+ J. Erfahrung

Master

EU/EFTA-Bewilligung

Skills

Climate change subject matter expertiseTraining and outreachPhilanthropy advisoryData AnalysisWealth managementPublic Sector experienceClient portfolio analysisProjektmanagementCustomer relationship management (CRM)Digital Business ToolsMultilingual content editingHealthcare System Knowledge

Sprachen

Deutsch

Englisch

Französisch

Beschreibung

Senior Advisor Philanthropy Services (80-100%) Embedded in our core Philanthropy Services team, part of our LO Patrimonia entity, the Senior Advisor covers tailor-made and discretionary philanthropy advisory solutions.

Aufgaben

Deliver the tailor-made offering solutions to the target markets and execute the subsequent client mandates
Deliver the discretionary offering solutions to the target markets and execute the subsequent client mandates
Provide regular advice to relationship managers (RMs) on client cases and working, when applicable as part of a service team including wealth planners and portfolio managers
Help develop and curate the Lombard Odier tailor-made philanthropy flagship core offering (demonstration cases, internal and external marketing incl. materials as appropriate)
Conduct philanthropy research as appropriate for client servicing, prospecting, and positioning
In an entrepreneurial, pro-active manner, help achieve team goals
Track results on efforts/resources deployed and results achieved, using the Philanthropy Services business management tools and process
Participate in outreach efforts and training of our internal staff such as RMs as appropriate

Anforderungen

Master’s level degree in a relevant subject (e.g. economics, social sciences)
Demonstrated philanthropy advisory competence and knowledge of the philanthropy sector (at least five years of sector experience)
Demonstrated multi-tasking, project management and advisory experience
Fluent oral and written command of German, English and French incl. the ability to write reports, and copy-edit documents
Demonstrated philanthropy research competence (surveys, interviews, report preparation, publications a plus)
Healthcare and climate change subject matter expertise a plus
Demonstrated non-profit field experience a plus
High-energy, hard-working, team player

Vorteile

Diversity, Equity and Inclusion are woven into the fabric of our Maison’s DNA
We strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs

Unternehmen

Lombard Odier

Financial Services

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.