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

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.