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Assistant (80-100%), Executive & Enterpreneurs Team (fixed term contract of 12 months)

Rothschild & Co Bank AG Zürich, ZH permanent

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Description du poste

**Overview of Role** We are seeking a passionate Assistant (Client Executive) to complement our Executives and Entrepreneurs desk.  **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, organizing meetings and business trips and ensuring proper follow up * Coordinate meetings * Assist with preparing presentations * Help with client servicing and prospecting in German and English **Education and Qualifications** * Commercial or High School degree, bank apprenticeship or similar **Experience, Skills and Competencies Required** * Experience in the financial industry * Knowledge and interest in financial markets and asset allocation * Native German and fluent communication skills in English (written and spoken) * Proactive attitude with the ability to demonstrate initiative, attention to detail and reliability * Proficient in MS Office * Team player * Flexibility, -can-do- attitude, seeking continuous service improvement, high quality standards * Reliable and accurate **Benefits** * Rothschild & Co provides a wide range of health and wellbeing services, supported by above-average employer contributions to pension and social insurance, strengthening your long-term financial security. * A collaborative, respectful and inclusive workplace where people feel valued, empowered and able to contribute their ideas. * A purpose-driven culture guided by our long-standing principles of being thoughtful, creative and principled, with a focus on responsible and long-term decision-making. * Continuous learning through in-house training opportunities and financial support for external education and professional certifications. If you are curious to learn more about us and have valuable experiences in a similar role, then please submit your CV, certificates and all relevant documents through our recruitment tool.

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