20 beste Stellen als insurance strategy in zürich zh – aktuell auf Personalsuche

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.

The Client Adviser – UK Offshore represents the face of Rothschild & Co’s business. The Client Adviser is responsible for leading both new client acquisition and ongoing client retention, drawing on broad expertise across investments, banking and financial planning.

The successful candidate will focus on acquiring and retaining HNW and UHNW clients either based in the UK or affiliated with the UK. A proven track record in market and product knowledge, combined with strong business development capabilities, is essential for success in this role.

Responsibilities

Ability to formulate and execute a 3–5‑year strategy and business plan, including target AuM.
Proven track record in building trusted client relationships, acquiring new clients, and delivering excellent service.
Identify opportunities by liaising with teams across our European locations, particularly in the UK, to ensure seamless service and integrated solutions for clients.
Demonstrate a strong desire to perform within a highly motivated team; an entrepreneurial attitude and effective teamwork are essential.
Ability to provide robust financial and quantitative analysis.
Excellent presentation and communication skills, with a persuasive and engaging manner.

Experience, Qualifications, Skills and Competencies Required

5–10 years of solid business experience in Private Banking, with a focus on UK clients.
A strong network within the UK business ecosystem is an advantage, particularly where there is a strategic sector or market‑segment focus.
Strong knowledge of global financial markets, with experience in structuring and managing portfolios across all asset classes.
Good foundations in financial planning, including tax, legal and estate‑planning knowledge.
A person of integrity, demonstrating a strong sense of responsibility, personal initiative, and a pronounced entrepreneurial mindset, with a drive for continuous improvement.
A creative approach to identifying investment solutions for clients in challenging market conditions.
Awareness and understanding of compliance, legal and regulatory requirements across relevant markets.
Flexibility, curiosity, a proactive ‘can‑do’ attitude, and high interpersonal competence.

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.
Flexible ways of working with the possibility to work from home up to 40%, based on the role.

If you are curious to learn more about us and have valuable experiences in a similar role, then please submit your CV and all relevant documents through our recruitment tool.

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