Assistant Intermediaries & Service Desk (80-100)

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 worlds 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 4600 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

Your Next Career Move: Join Our Private Banking Team as a dynamic Assistant!

• Play a key role in supporting the team with exceptional service for private banking clients.
• Contribute to smooth day-to-day operations by assisting with Know Your Client (KYC) processes and compliance tasks.

Responsibilities

• Ensure flawless execution: Process verify and track trade orders payments and client requests with precision.
• Be the communication hub: Engage with clients their representatives external asset managers and subsidiaries; manage calls and emails professionally and take timely action.
• Drive onboarding excellence: Support client onboarding and documentation workflows while staying current on regulatory requirements.
• Coordinate and organize: Prepare and manage internal and external meetings conference calls and detailed meeting notes.
• Create impactful materials: Develop presentations pitches and tailored client documents that make a strong impression.

Education & Qualifications

• Completed commercial education or higher education.

Experience Skills & Competencies

• Previous experience in the financial industry is an advantage.
• Strong interest and knowledge in financial markets and asset allocation.
• Fluent in English and German (written and spoken).
• Proficient in MS Office and digital tools.

Additional Skills & Attributes

• Excellent communication skills and a collaborative mindset.
• A proactive can-do attitude with a focus on continuous improvement and high-quality standards.
• Meticulous attention to detail and ability to follow instructions precisely.
• Reliable conscientious and professional in all interactions.
• Strong organizational and prioritization skills to manage multiple tasks effectively.

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
• 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 Certificates and Cover Letter through our recruitment tool.