• Geneva

Site Rothschild & Co Bank AG

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von: Rothschild & Co Bank AG | Ort: Geneva | Referenz: d1f596b2-5688-4011-8149-94db0084e0b8

Responsibilities

  • Provide administrative support in opening banking relationships, including dealing with Legal & Compliance matters
  • Provide general client maintenance assistance, such as:
    • responding to client requests
    • dealing with day to day client administration
    • receiving and processing payment / trading orders
    • preparing documentation for client meetings
    • monitoring progress of tasks and ensure proper follow-up
    • Ensure close co-operation with various departments including Investment Department, Legal & Compliance, Credit, Payments and Securities Administration
    • Collaborate in marketing activities of the team, including maintaining prospects lists, writing marketing letters, organising meetings and business trips and ensuring proper follow up
    • Coordinate meetings, both internal and with clients or prospects
    • Assist with preparing presentations
    • Help with client servicing and prospecting in French and English
    • Participating in client calls together with the Client Advisor and Investment Department

Education and Qualifications

  • Commercial degree, bank apprenticeship or similar
  • Strong Excel skills
  • Proficient in MS Office

Experience, Skills and Competencies Required

  • Completed Internship in the financial industry is considered a plus
  • Knowledge and interest in financial markets and private banking
  • Fluent communication skills in English and French (written and spoken). German is a plus
  • Proactive attitude with the ability to demonstrate initiative, attention to detail and reliability, flexibility, commitment and responsibility

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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