17 beste Stellen als assistant wealth management – aktuell auf Personalsuche

Assistant (80-100%), Executive & Enterpreneurs Team (fixed term contract of 12 months)
Rothschild & Co —Zürich, ZH
- Englisch
- Microsoft Office
- Maturität
Assistant Relationship Manager
UNION BANCAIRE PRIVÉE, UBP SA —Genf, GE
- 100%
- Englisch
- Kommunikationsfähigkeit
Assistant Relationship Manager
Agius & Partners —Zürich, ZH
- 100%
- Management-Erfahrung
- Englisch
- Microsoft Office
Direkt bewerben
Private Bank International Financial Crime Risk Specialist
Barclays —Genf, GE
- Management-Erfahrung
- Englisch
7 Tage
Account Manager, Iberia market, Geneva, 100% (f/m/d)
Julius Baer —Genf, GE
- 100%
- Spanisch
- Englisch
- Microsoft Office
VIE - Assistant Chef de Projet « Organisation & Process » H/F
CA Indosuez Wealth (Group) —Genf, GE
- Microsoft Excel
- Englisch
- Microsoft Office
Business Operations, Asset/Marketing Manager - Assistant Vice President / Vice President
iCapital —Zürich, ZH
- Homeoffice
- Management-Erfahrung
- Erfahrung in der IT
- Kommunikationsfähigkeit
Private Bank International Financial Crime Risk Specialist - Six-month Fixed-Term-Contract
Barclays —Genf, GE
- Management-Erfahrung
- Englisch
7 Tage
General Services Employee
EFG International —Genf, GE
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
6 Tage
Specialist Client Services and Front Support
Vontobel Holding AG —Zürich, ZH
- 100%
- Management-Erfahrung
- Englisch
- Erfahrung in der IT
Account Manager Lead, Private Banking, Middle East & Africa Geneva, 100% (f/m/d)
Julius Baer —Genf, GE
- 100%
- Englisch
- Bachelor
- Führungserfahrung
Audit - Senior Associate / Assistant Manager - Private Equity / Asset Management - 80-100 %
PwC —Zug, ZG
- Englisch
- Analysefähigkeit
- Bachelor
14 Tage
VIE - Assistant Chef de Projet « Organisation & Process » H/F
Indosuez Wealth Management —Genf, GE
- Microsoft Excel
- Englisch
- Microsoft Office
Assistant Food & Beverage Manager
Kempinski AG —Engelberg, OW
- 100%
- Management-Erfahrung
- Englisch
- Master
Stagiaire Client Service Officer (Assistant.e de Gestion) - Zone Europe & Switzerland (12 mois) H/F
CA Indosuez Wealth (Group) —Genf, GE
- Englisch
- Microsoft Office
- Bachelor
WM Business Risk Manager (Russian Speaking)
UNION BANCAIRE PRIVÉE, UBP SA —Genf, GE
- 100%
- Englisch
- Microsoft Office
- Bachelor
6 Tage
Stagiaire Client Service Officer (Assistant.e de Gestion) - Zone Europe & Switzerland (12 mois) H/F
Indosuez Wealth Management —Genf, GE
- Englisch
- Microsoft Office
- Bachelor

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

Rothschild & Co -
Zürich, ZH

Jetzt bewerben

Details zur Stelle

Pensum: 90-100%

Qualifikationen

Englisch
Microsoft Office
Maturität
Kommunikationsfähigkeit
Deutsch

Vollständige Stellenbeschreibung

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 4,600 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

Erweiterte Suche

assistant wealth management Jobs

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

Assistant Relationship Manager

Assistant Relationship Manager

Private Bank International Financial Crime Risk Specialist

Account Manager, Iberia market, Geneva, 100% (f/m/d)

VIE - Assistant Chef de Projet « Organisation & Process » H/F

Business Operations, Asset/Marketing Manager - Assistant Vice President / Vice President

Private Bank International Financial Crime Risk Specialist - Six-month Fixed-Term-Contract

General Services Employee

Specialist Client Services and Front Support

Account Manager Lead, Private Banking, Middle East & Africa Geneva, 100% (f/m/d)

Audit - Senior Associate / Assistant Manager - Private Equity / Asset Management - 80-100 %

VIE - Assistant Chef de Projet « Organisation & Process » H/F

Assistant Food & Beverage Manager

Stagiaire Client Service Officer (Assistant.e de Gestion) - Zone Europe & Switzerland (12 mois) H/F

WM Business Risk Manager (Russian Speaking)

Stagiaire Client Service Officer (Assistant.e de Gestion) - Zone Europe & Switzerland (12 mois) H/F

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