Private Banking Assistant - Swiss Domestic - Vevey (80-100%)

Support Swiss Domestic Private Bank team in Vevey by handling administrative tasks, providing clients with information on portfolio evaluation, account balances, and operations; process routine operations (transfers, trades, securities, maturities, cash withdrawals, vault access); assist bankers with preparation and delivery of personalized reports; develop a robust internal network and coordinate with internal service providers to ensure fast, reliable client responses; prepare account opening/closing forms in line with internal policies; contribute to business development by preparing client investment reports and tailored presentations; assist bankers with client materials and organizing events/marketing initiatives; comply with Lombard Odier risk management framework and internal policies; complete required training to maintain competency; demonstrate the bank’s values and adhere to regulatory and internal compliance requirements; domicile in Switzerland.