Assistant (Client Adviser Support ) - CEE Team

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 4,200 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 seeking a passionate Assistant (Client Adviser Support) to complement our Central & Eastern Europe desk. 

Responsibilities

• Providing general support in the management of an existing client portfolio
• Provide support to senior client advisors, mainly in the field of:
  • respond to all type of client requests and respond in a timely fashion
  • receive and process trading, deposit, FX orders from clients
  • prepare documentation for client meetings
  • monitor progress of tasks and independently ensure prioritization
• Prepare and process account openings, incl. support in the KYC process
• Close co-operation with various departments particularly in Zurich, including other Private Banking teams, Investment Department, Credit, Payments and Securities Administration
• Coordination of meetings (internal and external) and in house client events
• Provide support 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

• Providing support in the management of an existing client portfolio

Education and Qualifications

• Commercial or High School degree, bank apprenticeship or similar

Experience, Skills and Competencies Required

• A minimum of 3 years of banking experience required
• Highly self-motivated with a can do attitude
• Understanding of investment/financial markets required
• Strong communication skills in English (written and spoken) are a pre-requisite. German, and any language from the CEE region is a plus.
• Reuters, Bloomberg and Avaloq experience is beneficial
• Team player
• Flexibility, seeking continuous service improvement and displaying 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
• Over the recent months we have learned a great deal about the adaptability, commitment and resilience of our people. We believe there are opportunities for all of us to enhance our working lives and outcomes, by applying a more flexible approach to where and when we work and up to 40% of your work time can be performed from home

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.