Senior Advisor Philanthropy Services

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.

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.

• 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.