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.
Senior Fiduciary & Relationship Manager (Bermuda)
Private Clients – Wealth Planning
Lombard Odier Trust (Bermuda) Limited is seeking a Senior Fiduciary & Relationship Manager (SFRM) to oversee a portfolio of complex international private client structures and contribute to the strategic development of its Trust & Corporate Services business.
The role combines client relationship management, fiduciary expertise, operational excellence, governance oversight, and functional leadership. Beyond the administration of trusts and corporate structures, the successful candidate will support Management in enhancing organizational effectiveness, strengthening governance and control frameworks, improving operational efficiency, and ensuring the consistent delivery of high-quality fiduciary services.
Operating in a multicultural and international environment, the Senior Fiduciary & Relationship Manager will act as a trusted advisor to clients and colleagues alike, while contributing to the continuous evolution of the firm's processes, operating model and service standards.
YOUR ROLE
Client Relationship & Trust & Corporate Administration
Act as primary contact for a portfolio of international private client structures (trust, companies and foundations):
Manage relationships with clients, advisors, family offices, and internal stakeholders across jurisdictions.
Administer and oversee day-to-day administration activities (distributions, transactions, resolutions, bank relationships, reviews, regulatory reporting such as CRS/FATCA).
Ensure compliance with legal, tax, and regulatory requirements.
Review financial statements, maintain accurate records, and monitor client billing.
Support business development, onboarding, and risk assessment processes.
Fiduciary Governance & Operations
Accountable for the delivery of high-quality fiduciary services, ensuring timeliness, accuracy, consistency, regulatory compliance and an exceptional client service experience.
Promote a culture of accountability, operational excellence, collaboration and continuous improvement across the team
Act as a central point of coordination and support continuous enhancement of the Trust & Corporate Services operating model (Fiduciary services), ensuring efficient, scalable and consistently high-quality service delivery.
Play a leading role in the development, implementation and maintenance of operational procedures, governance frameworks, internal controls and best practices across the Fiduciary Services function.
Monitor and drive operational performance, service quality, productivity and risk indicators, implementing corrective actions and process improvements where required.
Ensure effective allocation of resources, consistency of practices, prioritization of workloads and seamless execution of client matters.
Drive initiatives aimed at improving operational efficiency, standardization, scalability and client experience, while maintaining appropriate fiduciary oversight and risk controls.
Support…