Senior Advisor Philanthropy Services (80-100%)

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.

YOUR MISSION:

• 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.

YOUR PROFILE:

• 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.