Intern Institutional Clients

Vor 5 Tagen


Fribourg, 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 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.

**Responsibilities**:

- KYC - Compliance and Legal processes (Atfinity, Aura, CIS) for repapering and support with on-boarding of new and existing clients
- Provide support in the communication with clients on portfolio (Avaloq) and products performance, KIIDs, factsheets
- Mass mailing of market views and product's performance
- Creation and update of marketing materials such as pitchbook, support for specific clients presentations or other presentation for Sales
- Enrichment and update of the client prospection list
- Portfolio development via calls and visits, presenting the R&Co offer
- Deep learning and understanding of the financial vehicles proposed by R&Co and/or in open architecture (Listed and Unlisted)
- Event planning (Roundtable - Roadshow) in conjunction with marketing team
- Everyday administrative tasks related to the activity of the team

Education and Qualifications
- Commercial degree, EHL, HEC or similar / graduate
- Strong Excel skills
- Proficient in MS Office

Experience, Skills and Competencies Required
- Completed Internship in the financial industry/commercial sector is considered a plus
- Knowledge and interest in financial markets and asset allocation
- Fluent communication skills in English and French (written and spoken)
- Fluency in German is considered a plus
- Proactive attitude with the ability to demonstrate initiative, attention to detail and reliability

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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