20 beste Stellen als document management 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.

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.

Jetzt bewerben

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