Simone Smith
About Simone Smith
Simone Smith is a Private Banking Assistant currently employed at Lombard Odier Group since 2021. She has extensive experience in the financial sector, having held various roles at Falcon Private Wealth Ltd. and GAM Investments over a span of several years.
Work at Lombard Odier
Simone Smith has been employed at Lombard Odier Group as a Private Banking Assistant since 2021. In this role, she supports the private banking team, assisting with various client-related tasks and ensuring efficient operations within the banking environment. Her experience in the financial sector contributes to her effectiveness in this position.
Previous Experience at Falcon Private Wealth Ltd.
Simone Smith held multiple positions at Falcon Private Wealth Ltd. from 2007 to 2017. She began as an Investment Administrator, progressing to roles such as Operations Officer, Senior Assistant Relationship Manager, and Head of Front Support. Her tenure at Falcon Private Wealth Ltd. spanned a total of ten years, during which she gained comprehensive experience in private wealth management.
Experience at GAM Investments
From 2018 to 2021, Simone Smith worked at GAM Investments as a Portfolio Service Manager. In this role, she managed client portfolios and provided support to investment teams. Her responsibilities included ensuring the accuracy of portfolio reporting and maintaining client relationships, which enhanced her expertise in investment services.
Educational Background
Simone Smith studied at De Montfort University from 2001 to 2005, where she earned a Bachelor of Arts (BA) degree in Business and Marketing. This educational background equipped her with foundational knowledge in business principles and marketing strategies, which she has applied throughout her career in the financial services industry.
Early Career and Other Roles
Before her extensive experience in private wealth management, Simone Smith worked in local government roles. She served as a Registration and Ceremonies Officer at Westminster City Council from 2005 to 2007 and at the London Borough of Brent for three months in 2007. These positions provided her with early administrative experience and skills in client service.