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Assistant to Client Adviser

vor 2 Monaten

Frankfurt am Main, Deutschland Rothschild & Co Vollzeit

About Us

As one of the world's largest independent financial advisory groups, we know that it takes a distinct perspective to make a meaningful difference to our clients’ business and wealth.

Rothschild & Co is a global and family-controlled group. We provide M&A, strategy and financing advice, as well as investment and wealth management solutions to large institutions, families, individuals and governments, worldwide.

Having been at the centre of the world's financial markets for more than 200 years we can rely on an unrivalled global network of more than 3,800 talented employees and a track-record of outstanding execution with 60 offices around the world.

Our integrated global network of trusted professionals and decision makers around the world provide in-depth market intelligence, meaning we can be closer to current issues than any other global financial institution in our core markets.

It is this scale, local knowledge and intellectual capital that allow us to provide a distinct perspective and effective long-term solutions for our partners.

Aufgabenbereiche:

- Selbstständiger und eigenverantwortlicher Support eines Kundenbetreuer-Teams
- Koordination sowie Vor
- und Nachbereitung von Kundenterminen
- Unterstützung bei der Erstellung von Anlagevorschlägen sowie Beantwortung von Requests for Proposals unter Beachtung der Deadlines
- Vorbereitung von Bestandskundenterminen
- Erstellung von Vertragsunterlagen
- Koordination von Konteneröffnungen bei Custodian-Banken, Abstimmung und Abwicklung von Aufträgen jeglicher Art
- Regelmäßiges Reporting an Bestandskunden sowie Prospects
- Mitarbeit bei der Ausarbeitung und Erstellung von Präsentationen im Rahmen von Marketingzwecken
- Unterstützung in der Akquisition und laufenden Kundenbetreuung
- Administrative Unterstützung der Kundenberater (Travel Management, Reisekostenabrechnung, etc.)

Anforderungsprofil:

- Erfolgreich abgeschlossene Bankausbildung und/oder Studium der Betriebswirtschaftslehre sowie relevante praktische Erfahrung
- Sehr gute Kenntnisse von Bankprozessen und -produkten
- Interesse an Kapitalmärkten
- Erfahrung in der Private Banking Assistenz
- Sehr guter Umgang mit Zahlen
- Sehr gute Kenntnisse der gängigen MS-Office-Anwendungen
- Sprachen: Deutsch fließend und gute Englisch-Kenntnisse
- Selbstständiger Arbeitsstil, ausgeprägte Kontakt
- und Teamfähigkeit
- Hohe (interne & externe) Kundenorientierung, Einsatzbereitschaft im Team, Belastbarkeit und Flexibilität
- Souveränes und verbindliches Auftreten

Was bieten wir:

- Ein anspruchsvolles und abwechslungsreiches Tätigkeitsumfeld mit umfassender, individueller, praxisnaher Einarbeitung in einem kleinen Team
- Leistungsgerechte Vergütung und attraktive Zusatzleistungen
- Zentrale Lage des Büros in der Frankfurter Innenstadt

Haben wir Ihr Interesse geweckt?

Dann freuen wir uns auf Ihre aussagekräftigen Bewerbungsunterlagen über unser Karriereportal (Motivationsschreiben, Lebenslauf, relevante Zeugnisse) unter Angabe Ihres frühestmöglichen Eintrittstermins und Ihrer Gehaltsvorstellung.

Rothschild & Co Vermögensverwaltung GmbH

Börsenstraße 2-4

60313 Frankfurt am Main

Role profile (H)

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