Assistant Private Banking

vor 2 Monaten

Zurich, Schweiz Rothschild & Co Vollzeit

About Us

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.

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 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.

Overview of Role

Provide administrative support and assist with Private Banking clients.

**Responsibilities**:

- Provide general assistance, such as
- respond to client requests and provide information when required
- receive and process trading orders from clients
- prepare documentation for client meetings
- provide instructions for deposit and loan maturities
- monitor progress of tasks and gather information for internal statistics
- Close co-operation with various departments particularly in Zurich, including Private Banking, Investment Department, Credit, Payments and Securities Administration
- Coordinate meetings (internal and external)

Education and Qualifications
- Commercial or High School degree, bank apprenticeship or similar

Experience, Skills and Competencies Required
- A minimum of 3 years banking experience required
- Understanding of investment/financial markets required
- Very good communication skills in English and German (written and spoken)
- Avaloq knowledge is beneficial
- KYC knowledge would be an advantage
- Team player
- Flexibility, “can-do” 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.

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