Intern Institutional Clients
vor 1 Woche
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.
-
Leiter/in Corporate
vor 1 Woche
Fribourg, Schweiz UBS VollzeitSchweiz - Zürich - Kundenberatung / Relationship Management - Personal & Corporate Banking **Automatischer Stellencode** - 259148BR **Stadt** - Zürich **Job-Typ** - Vollzeit, Teilzeit **Ihre Rolle** - Suchen Sie nochmals eine Herausforderung nach längerer (UBS) Karriere? Würde Sie die leitende Position einer Kleinen aber spezialisierten Einheit im...
-
Junior Sales Institutional Asset Management
Vor 6 Tagen
Fribourg, Schweiz Bianchi&Partner AG VollzeitUnser Auftraggeber ist ein führender und sehr erfolgreicher Asset Manager, der verschiedene Managementansätze praktiziert und über ein starkes Investment-Offering insbesondere im Berich von nachhaltigen Anlagen verfügt. Aufgaben Innerhalb eines professionell geführten Unternehmens umfasst Ihr Aufgabengebiet als Junior Sales die Akquisition und die...
-
Institutional Technology Sales Executive
Vor 7 Tagen
Fribourg, Schweiz Taurus SA VollzeitTaurus provides financial institutions the digital infrastructure, core technology and solutions to manage crypto assets, digitalize and tokenize any type of private assets as well as digital currencies. The firm is looking for an ambitious, motivated and proactive individual to support the continued high growth of Taurus and digital assets globally. If you...
-
Teamleiter:in Key Clients Management Support
vor 7 Monaten
Fribourg, Schweiz Zürcher Kantonalbank VollzeitIm Bereich Key Clients akquirieren, beraten und betreuen wir vermögende und anspruchsvolle Private Banking Kund:innen, Private Institutionals, Unternehmer:innen, Stiftungen sowie die ZKB Philanthropie Stiftung. Suchst du eine spannende Führungsfunktion mit vielfältigen Entwicklungsmöglichkeiten und Gestaltungsspielraum? Als Teamleiter:in Key Clients...
-
Market Operations Intern
vor 12 Stunden
Fribourg, Schweiz Cartier VollzeitCode de référence: 89038**Market Operations Intern**: - Genève, GE, CH- Trainee/InternL’histoire de Cartier repose sur l'audace et la passion. Nous avons adopté un esprit pionnier et audacieux qui continue d’inspirer nos équipes, tous métiers confondus, de nos boutiques à nos ateliers et nos sièges sociaux depuis plus de 170 ans. Nous comptons...
-
Intern - Environment Affairs [temporary]
vor 1 Tag
Fribourg, Schweiz United Nations VollzeitThe United Nations Environment Programme (UNEP) is the leading global environmental authority that sets the global environmental agenda, promotes the coherent implementation of the environmental dimension of sustainable development within the United Nations system. UNEP’s mission is to provide leadership and encourage partnership in caring for the...
-
Intern - Environment Affairs [temporary]
Vor 7 Tagen
Fribourg, Schweiz United Nations VollzeitThe United Nations Environment Programme (UN Environment) is the leading global environmental authority that sets the global environmental agenda, promotes the coherent implementation of the environmental dimension of sustainable development within the United Nations system and serves as an authoritative advocate for the global environment. The internship is...
-
Intern (M/F/d) - Zurich, Switzerland
vor 6 Monaten
Fribourg, Schweiz Simon-Kucher & Partners Vollzeit**Intern (M/F/d) - Zurich, Switzerland**:*** **What makes us special**: - Projects that focus on growth and have a positive impact - Helpful, enthusiastic colleagues and a fantastic team spirit - Preferred industry taken into account - Training and development opportunities - Constructive feedback meetings **How you will create an impact**: - Carry out...
-
Intern Private Banking
vor 1 Woche
Fribourg, Schweiz Banque Heritage VollzeitOur Private Banking division focuses on providing services and advice to a sophisticated clientele of individuals, entrepreneurs, managers and family offices in Switzerland, Europe and emerging markets. Through its various services units it offers expertise in wealth management, financial intermediation, personalized financial advice. Combining the...
-
Intern - Investment Compliance
vor 1 Woche
Fribourg, Schweiz PICTET Vollzeit**Your team**: **Pictet Asset Management (Pictet AM)** manages the assets of some of the world’s largest institutions, financial intermediaries and their clients. Our culture welcomes independent thinkers and centres around investment excellence, a long-term perspective and a dedication to client service.- As part of Pictet AM Investment Compliance team,...
-
Business Development Intern
vor 7 Monaten
Fribourg, Schweiz Professional Designers Vollzeit**We have created this position on following terms**: - We are looking for fully dedicated & motivated young professionals who not only want to earn higher but also want to learn & grow with us. We expect full time job commitment or maybe we can speak as per your current limits. - Develop a growth strategy focused both on financial gain and customer...
-
Ap Accountant for An International Company
Vor 6 Tagen
Fribourg, Schweiz Academic Work Vollzeit**À propos du rôle**: For our client, we are looking for an AP Accountant to come and absorb their daily business during 6 months. As they're having an ERP migration, internal employees are requested for this specific project and their workload must be ensured. **Descriptif des tâches**: - Customer bank detail check - Invoice reconciliation - Purchase...
-
Investment Advisor
vor 7 Monaten
Fribourg, Schweiz Finders SA Vollzeit**Client**: They offer a medium-sized, long-established, excellent reputation for private banking in Switzerland, as well as globally. A very low staff turn-over, strong family values, a serious employer who really takes care of their employees. Their clients are private clients (UHNWIs and HNWIs) as well as family offices, institutional and funds. A unique...
-
Rfp Writer Asset Management Long Only
Vor 6 Tagen
Fribourg, Schweiz Bianchi&Partner AG VollzeitBianchi & Partner AG Zurich is a well-established company in the area of executive search. **Please find our current search as described below**: RFP WRITER ASSET MANAGEMENT Our client is a leading Asset Manager in Zurich Switzerland, representing high Investment Standards and holds an excellent track record. Aufgaben To strengthen the experienced and...
-
Gestionnaire en comptabilité financière et salariale
vor 3 Wochen
Fribourg, Schweiz ARO Fiduciaire Sàrl VollzeitComme personnalité compétente et engagée, vous serez responsable de la gestion de comptes clients et vous assumerez les tâches suivantes: Votre mission - Tenue de la comptabilité financière et des créanciers - Etablissement des bouclements mensuels - Préparation des comptes annuels...
-
Rfp Writer Private Markets
vor 1 Woche
Fribourg, Schweiz Bianchi&Partner AG VollzeitBianchi & Partner AG Zurich is a well-established company in the area of executive search. Please find our current exclusive search as described below: RFP WRITER PRIVATE MARKETS (Private Equity, Private Debt, Real Estate, Infrastructure Investment Strategies) Our client is a leading Asset Manager in Zurich Switzerland, representing high Investment...
-
Key Account Assistant
vor 7 Monaten
Fribourg, Schweiz Schroders VollzeitSchroders, with headquarters in London, employs over 5500 talented people worldwide, operating in 37 different countries across Europe, the Americas, Asia, the Middle East and Africa, close to the markets in which we invest and close to our clients. Schroders has developed under stable ownership for over 200 years and long-term thinking governs our approach...
-
Assistant Relationship Manager Dlt
Vor 7 Tagen
Fribourg, Schweiz Sygnum Vollzeit**About Us** Sygnum is the world’s first digital asset bank in Switzerland, and a digital asset management company in Singapore. We make digital assets bankable, secure and convenient, empowering our clients to invest in the digital asset economy with complete trust. For the first time with Sygnum, major currencies and digital assets, including Bitcoin,...
-
Unep Finance Initiative
Vor 5 Tagen
Fribourg, Schweiz United Nations VollzeitThe United Nations Environment Programme (UNEP) is the leading global environmental authority that sets the global environmental agenda, promotes the coherent implementation of the environmental dimension of sustainable development within the United Nations system and serves as an authoritative advocate for the global environment. United Nations Environment...
-
Director, International Trade and Commodities
Vor 3 Tagen
Fribourg, Schweiz United Nations VollzeitThis position is located in the Secretariat of the United Nations Conference on Trade and Development (UNCTAD).The Director of Division reports to the Secretary-General and Deputy Secretary-General of UNCTAD. **Responsibilities**: Within delegated authority and under the guidance of the Secretary-General (SG) and the Deputy Secretary-General (DSG) of...