Assistant Private Clients

About Us
 

Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets.

Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and planet.

We have 4,600 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market-leading business divisions – Global Advisory, Wealth Management, Asset Management and Five Arrows.

As a family-controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward.

Rothschild & Co is committed to an inclusive and supportive environment where different perspectives are valued. We are focused on the attraction and recruitment, development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference.

Overview of Role

We are looking for an Assistant to join our team. The incumbent will support two Client Advisers and their clients, handling administrative tasks involving close co-operation with various departments in Geneva & Zurich including other Private Banking teams, Investments Department, Credit, Payments, Legal & Compliance and Securities Administration.

We are looking for a very motivated candidate with at least 3 years of experience. Prior Avaloq experience is a strong plus. Native French and fluent English are a must in this role.

 Responsibilities

• Preparation of documentation for clients and prospects' visits

• Processing and monitoring the client account opening process & support to managers in relation to KYC matters

• Contact with clients, handling clients' instructions in support of Relationship Managers:
  • Execution & monitoring of clients' instructions (transactions, trades, payments etc) 
  • Respond to client requests and provide information when required
  • Handle and monitor schedules of upcoming tasks such as instructions for deposits and loan maturities
  • Assist with preparing investment proposals
  • Provide assistance with marketing prospective clients
  • Organisation of business travel and handling of expenses reports for Relationship Managers

• Overall coordination with other assistants in the team and report once per month

Education and Qualifications

• Commercial or High School degree, bank apprenticeship or similar
• Certificate in Private Banking is a plus
• Perfect use of English and French, spoken and written. Candidates that do not master the two languages will unfortunately not be considered.
• Strong understanding and command of MS Office, particularly Excel and Powerpoint

Experience, Skills and Competencies Required

• A minimum of 3 years of relevant banking experience required
• Understanding of investment/financial markets required
• Strong communication skills in French & English (written and oral) are a pre-requisite
• Avaloq experience is a strong advantage
• Flexibility, positive “can-do” attitude, seeking continuous service improvement and displaying high quality standards. Team player attitude
• Reliability, accuracy, autonomy, ownership

Benefits

• Rothschild & Co is committed to safeguarding and enhancing the health and wellbeing of all its employees. To support this, Rothschild & Co provides all employees with a range of healthcare services and benefits that aim to support their overall wellbeing
• We are conducive to creating a working environment and culture where people can succeed
• We provide a variety of inhouse trainings, as well as tuition assistance for further education and training courses
• Everyone can choose to incorporate agile working principles into their working week
• We believe there are opportunities for all of us to enhance our working lives and outcomes, by applying a more flexible approach to where and when we work and up to 40% of your work time can be performed from home

If you are curious to learn more about us and have valuable experiences in a similar role, then please submit your CV and Cover Letter through our recruitment tool.