Client Executive
Vor 4 Tagen
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 50 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
We are seeking a passionate Client Executive to complement our Family Office and Wealth Planning desk.
**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
- Managing an existing client portfolio
- Help organize internal training sessions on Wealth Planning matters
- Support other teams with Wealth Planning matters together with our strategic partner (EY)
- Close co-operation with various departments particularly in Zurich, including Private Banking, Investment Department, Credit, Payments and Securities Administration
- Coordinate meetings (internal and external) and in-house client events
- Provide assistance with marketing prospective clients, such as
- research and qualify potential clients from extensive contact list
- prepare marketing letters and diarise to follow-up
- assist with preparing investment proposals
Education and Qualifications
- Commercial or High School degree, bank apprenticeship or similar
- STEP qualification considered a plus
Experience, Skills and Competencies Required
- A minimum of 3 years banking experience required
- Understanding of investment/financial markets required
- Very good communication skills in Spanish and English (written and spoken), good German skills are an advantage
- Avaloq experience is beneficial
- 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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