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 Senior Management in organizational planning, operational decision-making, capacity management and the ongoing development of the Trust & Corporate Services business. Oversee management reporting, operational reviews, audit remediation actions and strategic projects impacting the fiduciary business.
Team Leader Responsibilities (where applicable)
- Serve as a senior point of contact and support for team members and/or act as Team Leader:
- Coordinate workload allocation and priorities across the team.
- Ensure consistency, quality and timeliness of delivery.
- Mentor and develop team members through coaching and knowledge sharing.
- Foster a culture of accountability, collaboration and continuous improvement.
Support Senior Management
- Provide insight, recommendations and subject matter expertise on the conduct and development of fiduciary services.
- Collaborate with stakeholders and represent the business in committees and industry forums.
YOUR PROFILE
- TEP qualification (or equivalent) with 10+ years’ experience in trust and corporate administration / fiduciary services.
- Strong exposure to UHNW private clients and private banking environment.
- Proven ability to manage complex international client relationships with diplomacy and sound judgment.
- Solid understanding of fiduciary structures, risk management, and regulatory frameworks.
- Strong organizational, communication, and commercial skills.
- Fluent in English.
Additional skills (minimum three)
- French proficiency
- Wealth/tax planning or corporate secretary experience
- Knowledge of Viewpoint or similar systems
- Exposure to audit, compliance, or governance committees
- Experience in process improvement or transformation initiatives, writing of Directives and process
- Strong cultural awareness and international exposure
- Expertise in governance, dispute resolution, or presentation of complex topics
- Team leadership, management or mentorship
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.
