Senior Assistant Private Clients

About Us

Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets.

Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and planet.

We have 4,600 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market-leading business divisions – Global Advisory, Wealth Management, Asset Management and Five Arrows.

As a family-controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward.

Rothschild & Co is committed to an inclusive and supportive environment where different perspectives are valued. We are focused on the attraction and recruitment, development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference.

Overview of Role

We are looking for a confirmed Senior Assistant to join our Swiss Onshore desk. The incumbent will support the Client Advisers in the team and their clients, handling administrative tasks involving close co-operation with various departments in Geneva & Zurich including other Private Banking teams, Investments Department, Credit, Payments, Legal & Compliance and Securities Administration.

Responsibilities

Preparation of documentation for clients and prospects' visits

Processing and monitoring the client account opening process & support to managers in relation to KYC matters

Contact with clients, handling clients' instructions in support of Relationship Managers:

Execution & monitoring of clients' instructions (transactions, trades, payments etc)

Respond to client requests and provide information when required

Handle and monitor schedules of upcoming tasks such as instructions for deposits and loan maturities

Assist with preparing investment proposals

Provide assistance with marketing prospective clients

Organisation of business travel and handling of expenses reports for Relationship Managers

Overall coordination with other assistants in the team and report once per month

Education and Qualifications

Commercial or High School degree, bank apprenticeship or similar

Certificate in Private Banking is a plus

Perfect use of English and French, spoken and written

Strong understanding and command of MS Office, particularly Excel and Powerpoint

Experience, Skills and Competencies Required

A minimum of 10 years of relevant banking experience in same role required

Understanding of investment/financial markets required

Strong communication skills in French & English (written and oral) are a pre-requisite

Avaloq experience is a strong advantage

Flexibility, positive “can-do” attitude, seeking continuous service improvement and displaying high quality standards. Team player attitude

Reliability, accuracy, autonomy, ownership

JR014464