Client Executive
vor 1 Woche
As one of the world's largest independent financial advisory groups, we know that it takes a distinct perspective to make a meaningful difference to our clients' business and wealth.
We provide M&A, strategy and financing advice, as well as investment and wealth management solutions to large institutions, families, individuals and governments, worldwide.
Having been at the centre of the world's financial markets for more than 200 years we can rely on an unrivalled global network of more than 3,800 talented employees and a track-record of outstanding execution with 60 offices around the world.
Our integrated global network of trusted professionals and decision makers around the world provide in-depth market intelligence, meaning we can be closer to current issues than any other global financial institution in our core markets.
It is this scale, local knowledge and intellectual capital that allow us to provide a distinct perspective and effective long-term solutions for our partners.
We are seeking a passionate Client Executive to complement our Latam team during the maternity leave absence of the present job incumbent.
Responsibilities:
- Provide administrative support in opening banking relationships, including dealing with Legal & Compliance matters
- Provide general client maintenance assistance, such as:
- responding to client requests
- receiving and processing payment / trading orders
- preparing documentation for client meetings
- monitoring progress of tasks and ensure proper follow-up
- Ensure close cooperation with various departments including Investment Department, Legal & Compliance, Credit, Payments and Securities Administration
- Collaborate in marketing activities of the team, including maintaining prospects lists, writing marketing letters, organizing meetings and business trips and ensuring proper follow up
- Coordinate meetings
- Assist with preparing presentations
- Help with client servicing and prospecting in Spanish, English and German
- Commercial or High School degree, bank apprenticeship or similar
- Experience in the financial industry is considered a plus
- Knowledge and interest in financial markets and asset allocation
- Native German and fluent communication skills in English (written and spoken), Spanish is an asset.
- Proactive attitude with the ability to demonstrate initiative, attention to detail and reliability
- Proficient in MS Office
- Team player
- Flexibility, "cando" attitude, seeking continuous service improvement, high quality standards
- Reliable and accurate
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
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.
-
Client Executive
vor 1 Woche
Zürich, Zürich, Schweiz Citi VollzeitCommercial Cards Client Executive RoleThe key objective is to manage and grow the commercial card relationships with a fixed portfolio of key global Commercial Card Clients ensuring retention of the business, revenue growth and minimising any margin attrition. The Client Executive (CE) Manager will develop variety of approaches to succeed in meeting an...
-
Client Executive Banking
vor 1 Woche
Zürich, Zürich, Schweiz Bornhauser People's Management VollzeitFür ein zukunftsweisendes Schweizer Unternehmen mit nachhaltiger Firmenkultur suchen wir eine\*n Client Executive Banking (w/m/d) mit einem umfassenden Beziehungsnetz zu Entscheidungsträgern im Finanzdienstleistungsbereich für den Raum Zürich.Unsere Kundin ist einer der renommiertesten und grössten Anbieter von IT-Lösungen und Dienstleistungen in der...
-
Client Executive Banking
vor 1 Woche
Zürich, Zürich, Schweiz Bornhauser People's Management VollzeitFür ein zukunftsweisendes Schweizer Unternehmen mit nachhaltiger Firmenkultur suchen wir eine\*n Client Executive Banking (w/m/d) mit einem umfassenden Beziehungsnetz zu Entscheidungsträgern im Finanzdienstleistungsbereich für den Raum Zürich.Unsere Kundin ist einer der renommiertesten und grössten Anbieter von IT-Lösungen und Dienstleistungen in der...
-
Client Executive Health
vor 2 Wochen
Zürich, Zürich, Schweiz Bornhauser People's Management VollzeitFür ein zukunftsweisendes Schweizer Unternehmen mit nachhaltiger Firmenkultur suchen wir eine\*n Client Executive Health (w/m/d) mit einem umfassenden Beziehungsnetz in der Schweizer Health Branche, profunde Kenntnissen dieser Branche und den aktuellen Themen wie z.B. eDossier, sowie langjährige Erfahrung im Vertrieb, Beratung und in der...
-
Client Executive Health
vor 1 Woche
Zürich, Zürich, Schweiz Bornhauser People's Management VollzeitAls Client Executive Health sind Sie die Schlüsselfigur im Gesundheitssektor und begeistern Ihre Kunden für die digitale Transformation. Mit fundierten Kenntnissen in Beratung und Business Development sowie einem starken unternehmerischen Handeln streben Sie nach höchster Kundenzufriedenheit.Unsere Auftraggeberin ist ein international und in der Schweiz...
-
Client Executive Public
vor 1 Woche
Zürich, Zürich, Schweiz Bornhauser People's Management VollzeitFür ein zukunftsweisendes, globalausgerichtetes Unternehmen mit nachhaltiger Firmenkultur suchen wir für den Raum Bern und den Raum Zürich je eine\*n Client Executive Public (w/m/d) mit Erfahrung im Vertrieb und bei der Projektumsetzung im Public Sektor.Unsere Kundin ist eine renommierte Anbieterin von IT-Lösungen und IT-Dienstleistungen. Sie hat ihren...
-
Client Executive
vor 1 Woche
Zürich, Zürich, Schweiz Rothschild & Co VollzeitAbout UsAs one of the world's largest independent financial advisory groups, we know that it takes a distinct perspective to make a meaningful difference to our clients' business and wealth.Rothschild & Co is a global and family-controlled group. We provide M&A, strategy and financing advice, as well as investment and wealth management solutions to large...
-
Assistant (Client Executive)
vor 1 Woche
Zürich, Zürich, Schweiz Rothschild & Co VollzeitAbout UsAs one of the world's largest independent financial advisory groups, we know that it takes a distinct perspective to make a meaningful difference to our clients' business and wealth.Rothschild & Co is a global and family-controlled group. We provide M&A, strategy and financing advice, as well as investment and wealth management solutions to large...
-
Client Executive Public, Zürich
vor 2 Wochen
Zürich, Zürich, Schweiz Bornhauser People's Management VollzeitFür ein zukunftsweisendes, global ausgerichtetes Unternehmen mit nachhaltiger Firmenkultur suchen wir für den Raum Zürich eine\*n Client Executive Public (w/m/d) mit Erfahrung im Vertrieb und bei der Projektumsetzung im Public Sektor.Unsere Kundin ist einer der renommiertesten und grössten Anbieter von IT-Lösungen und Dienstleistungen in der Schweiz....
-
Executive Assistant
vor 2 Wochen
Zürich, Zürich, Schweiz Experis VollzeitExecutive Assistant(6 Month Contract)Experis is the global leader in professional resourcing and project-based workforce solutions.Overview of contract:On behalf of our client, a large bank in Zurich, we are looking for an Executive Assistant to manage the calendar, meetings, agendas, travel, expenses, events and visitors for senior bankers.This is a fixed...
-
Executive Assistant
vor 1 Woche
Zürich, Zürich, Schweiz Swisslinx VollzeitOn behalf of our client, one of the international Life Sciences companies in the Zug area, Swisslinx is currently looking for an Executive AssistantThis is a 3-month contract role starting ASAP, with the possibility of extension or internalization. Work location: Zug area, CH Workload: 100%Your mission: Managing and maintaining the Executive Committee's...
-
Executive Assistant
vor 1 Woche
Zürich, Zürich, Schweiz Swisslinx VollzeitOn behalf of our client, a leading international bank, Swisslinx is looking for an Executive Assistant to join the institutional sales team based in Zurich. In this versatile role you would assist senior managers on daily operations and administrative tasks.This would be a temporary position until July 2025 with the possibility of a subsequent extension or...
-
Director Institutional Clients Real Estate
vor 1 Monat
Zürich, Zürich, Schweiz Page Executive VollzeitAbout Our Client Our client is a Swiss financial institution with over 10 billion assets under management in real estate and a diverse product range (private debt, private equity and new real estate products). Due to further expansion plans in the Asset Management business, we are searching for an Institutional Sales VP/Director to cover Swiss Institutional...
-
Director Institutional Clients Real Estate
vor 2 Wochen
Zürich, Zürich, Schweiz Page Executive VollzeitAbout Our Client Our client is a Swiss financial institution with over 10 billion assets under management in real estate and a diverse product range (private debt, private equity and new real estate products). Due to further expansion plans in the Asset Management business, we are searching for an Institutional Sales VP/Director to cover Swiss Institutional...
-
Director Institutional Clients Real Estate
vor 4 Wochen
Zürich, Zürich, Schweiz Page Executive VollzeitAbout Our Client Our client is a Swiss financial institution with over 10 billion assets under management in real estate and a diverse product range (private debt, private equity and new real estate products). Due to further expansion plans in the Asset Management business, we are searching for an Institutional Sales VP/Director to cover Swiss Institutional...
-
Service Line Sales Executive
vor 2 Monaten
Zürich, Zürich, Schweiz Cognizant Technology Solutions AG VollzeitDo you have sales executive experience, and are you looking for a new opportunity in Zürich? Cognizant is seeking a full-time Service Line Sales Executive – Software & Platform Engineering (D/F/M), and the full-time hybrid role comes with an attractive salary and benefits package.As a Service Line Sales Executive, you will focus on the Software and...
-
Service Line Sales Executive
vor 4 Wochen
Zürich, Zürich, Schweiz Cognizant Technology Solutions AG VollzeitDo you have sales executive experience, and are you looking for a new opportunity in Zürich? Cognizant is seeking a full-time Service Line Sales Executive – Software & Platform Engineering (D/F/M), and the full-time hybrid role comes with an attractive salary and benefits package.As a Service Line Sales Executive, you will focus on the Software and...
-
Executive Assistant Private Banking
vor 2 Wochen
Zürich, Zürich, Schweiz Tiger Recruitment Ltd VollzeitExecutive Assistant Private BankingOverviewOn behalf of our client, a renowned global banking institution, we are looking for a experienced Executive Assistant to support the Private Wealth Management team.The role will be based in Zurich and has initial period of three months.Main responsibilities General administrative support (covering phones, maintaining...
-
Front/back Office Admin Support, Wealth Advisory
vor 1 Woche
Zürich, Zürich, Schweiz AP Executive VollzeitNew Location: Zurich Salary: yes per annum Job Type:PermanentPosted about 4 hours agoFor our client, a family office, trust and fiduciary services provider in Zurich, AP Executive are looking for a team-oriented and responsible administrative support person, who enjoys working in a small team. You would be responsible for taking meeting minutes in German and...
-
Head of Wealth Management
vor 2 Monaten
Zürich, Zürich, Schweiz Page Executive VollzeitAbout Our Client Our client is a well established, Swiss Asset Manager regulated by FINMA. Job Description Establish and develop a dedicated Wealth Management businessLiaise with the CEO and Board in building the private banking offeringFirstly attract and maintain your own clientsFurther grow a private banking team which will also focus on attracting...
