Client Adviser

Rothschild & Co; Genf; Vor Ort; CHF 100’000 - 200’000; Vollzeit

Zusammenfassung

Rothschild & Co is seeking an experienced Client Adviser to establish and nurture long-term client relationships in the Swiss Onshore market. The ideal candidate will possess a strong background in private banking, exceptional communication skills, and a proven track record of managing client portfolios. This role offers the chance to work within a dynamic team, driving business growth and enhancing the client experience through strategic relationship building.

Leistungen

Healthcare services and benefits

In-house training and education assistance

Qualifikationen

• 5-10 years of business experience in Private Banking.
• Strong knowledge of financial markets and investment issues.
• Experience managing portfolios across asset classes.

Aufgaben

• Develop and manage long-term client relationships.
• Execute a 3-year business plan with target AuMs.
• Identify and close on portfolios for HNW and UHNW clients.

Kenntnisse

Presentation skills

Communication skills

Networking

Financial analysis

Investment knowledge

Entrepreneurial attitude

Ausbildung

University degree in finance, banking, or economics

Tools

Avaloq experience

Jobbeschreibung

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 for a seasoned Client Adviser to create new and develop existing long-term client relationship that add value to the client and lead to expansion of business in the Swiss Onshore / western European market. In this role you are a reliable and experienced partner, working in a dynamic team based in Geneva.

Responsibilities

• Create new and develop existing long-term client relationships
• Excellent presentation and communication skills, persuasive personality
• Developing and managing an existing client portfolio
• Ability to formulate and execute on a 3 year business plan with target AuMs and people
• Establish new relationships and manage existing relationship in order to generate new AuM
• Ability to identify, contact and close on portfolios for HNWI in his target market
• Strong networking and facility in contacting HNW and UHNW prospects
• A passion to perform in a highly motivated team
• Ability to properly position and sell the Rothschild & Co brand name
• Ability to provide strong financial and statistical analysis
• Ability to identify, contact and close on portfolios for HNWI in his target market
• Support in front office strategy development and implementation

Education and Qualifications

• University degree in finance, banking or economics

Experience, Skills and Competencies Required

• Solid business experience of 5 – 10 years in relevant market of Private Banking
• Extended knowledge of investment issues, markets, economies and house view; continuously improves knowledge of in house products and services
• Proven track record and personal network of UHNWI
• Experience in structuring and managing portfolios across all asset classes
• Good knowledge of global financial markets
• Understanding of basic concepts of asset allocation, good knowledge of equities, currencies and fixed income markets
• Person of integrity, high sense of responsibility, personal engagement/initiative, pronounced entrepreneurial attitude, seeking continuous improvement
• Creative mind in finding investment solution for clients in challenging market circumstances
• Knowledge of compliance and cross border rules
• Knowledge of industry products and services
• High sense of responsibility, personal engagement/initiative, pronounced entrepreneurial attitude, high social competence, proactive, person of integrity
• Awareness and knowledge of compliance, legal and regulatory practice in the relevant markets
• Awareness of potential risks (internal and external)
• Excellent communication skills in English and French are a must. Other languages are a nice plus
• Avaloq experience is beneficial
• Rothschild & Co is committed to safeguarding and enhancing the health and wellbeing of all its employees. To support this, Rothschild & Coprovides 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

If you are curious to learn more about us and have valuable experiences in a similar role, then please submit your CV through our recruitment tool.