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. Tax Regulatory Officer (80-100%) Au sein du département juridique, et plus particulièrement de l’équipe Tax Regulatory en charge des sujets QI, FATCA et CRS, vous serez chargé(e) de la réalisation de contrôles transversaux un niveau du Groupe dans les domaines QI, FATCA et CRS. Vous serez amené à travailler avec nos bureaux étrangers. VOTRE RÔLE : Au travers de différents contrôles, assurer la qualité et la cohérence des données clients dans les systèmes de la Banque en lien avec la fiscalité règlementaire ; Collaborer avec les équipes Client Life Management et Technology & Operations dans le cadre de la préparation, de la revue et de la production des reportings réglementaires FATCA et CRS ; Assurer le support lié aux notifications clients FATCA et CRS ; Soutenir et participer à l’exercice annuel de collecte d’informations auprès des Relationship Managers ; Préparer les dossiers, pour une communication à l’AFC, en lien avec les demandes groupées relatives à FATCA Maintenir un suivi régulier avec nos bureaux étrangers pour assurer une concordance des contrôles au sein du Groupe ; Envie de développer de nouvelles connaissances pour, à terme, pouvoir apporter un support au Front Office en lien avec les questions QI, FATCA et CRS. VOTRE PROFIL : 3 à 5 ans d’expérience professionnelle dans un environnement de fiscalité réglementaire avec une spécialisation sur les sujets FATCA et CRS, idéalement acquise au sein d’une banque privée ou d’un cabinet de conseil accompagnant des institutions financières ; Diplôme universitaire (ou équivalent) en banque, finance, ou domaine similaire ; Excellente capacité d’analyse, de coordination et de suivi ; Capacité à effectuer plusieurs tâches à la fois, à travailler de manière indépendante et à s'adapter aux priorités ; Grande rigueur, sens du détail et solides compétences organisationnelles ; Dynamique et positif avec une très bonne capacité à travailler en équipe, intérêt et facilité pour les contacts ; Excellente maîtrise du français et de l’anglais ; toute autre langue constitue un atout ; Domicile en Suisse ou volonté de se relocaliser en Suisse. 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. Help us build the bank of tomorrow. Lombard Odier’s purpose is to preserve and grow our clients’ assets over time. With a history spanning over 220 years, we have served our clients for over seven generations, weathered 40 financial crises and ceaselessly innovated to offer best in class, sustainable services to our clients. our mission to you. Lombard Odier is an employer of choice. We are committed to providing a stimulating work environment where creativity and innovation are encouraged for improving business opportunities and effectiveness. our culture. At Lombard Odier, we understand that our people are a precious resource. That’s why we’ve focused on creating an atmosphere where every unique individual can flourish and work together to achieve our goals. Building an environment where our teams can be inspired, “rethink everything” and thrive in a positive, energetic setting, is the essence of our culture. diversity and inclusion. We are an equal opportunities employer. As an EDGE (Economic Dividends for Gender Equality) certified organisation, we aspire to create an optimal workplace for women and men, and help them benefit from it. EDGE is the leading global standard for measuring gender equality in the workplace. training. If our people improve, we improve. That’s why at Lombard Odier, we offer all the support employees need to take responsibility for their own personal and professional development. This sums up our desire to recognise and promote the talents of each and every employee in keeping with our values. Our commitment to valuing and fostering skills and know-how is what underpins our diverse and high-quality training programme.

Tax Regulatory Officer (80-100%).

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