Senior Trust Relationship Manager (80-100%)

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 Trust Relationship Manager (80-100%)

Private Clients – Wealth Planning

Lombard Odier Trust (Bermuda) Limited is seeking a Senior Trust Relationship Manager (STRM) to oversee a portfolio of international private client structures. This role combines client relationship management, trust administration oversight, and team coordination within a multicultural environment, ensuring high fiduciary, regulatory, and governance standards.

YOUR ROLE

Client Relationship & Trust Administration

• Act as primary contact for a portfolio of international private client structures.
• Manage relationships with clients, advisors, family offices, and internal stakeholders across jurisdictions.
• Oversee daily 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.
   

Governance & Operations

• Contribute to reporting, audits, risk monitoring, and fiduciary strategy.
• Maintain and enhance policies, procedures, and internal controls.
• Monitor KPIs, fee governance, and operational efficiency improvements.
• Collaborate with stakeholders and represent the business in committees and industry forums.
   

Senior & Team Responsibilities

• Provide technical guidance and oversight on complex trust matters.
• Support work allocation, team coordination, and service delivery quality.
• Identify and manage operational and fiduciary risks.
• Mentor team members and promote best practices, strong compliance culture, and consistent service standards.

YOUR PROFILE

• TEP qualification (or equivalent) with 10+ years’ experience in trust administration or 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 organisational, 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
• Strong cultural awareness and international exposure
• Expertise in governance, dispute resolution, or presentation of complex topics

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.