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 4,200 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 diversity and 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.

Rothschild & Co Wealth Management

For over 200 years, Rothschild & Co’s freedom to offer objective advice and our commitment to personal service have combined to shape and grow our private clients’ wealth, building value for generations. Our dynamic growth and ambitious targets in relation to quality, innovation and reliability have created a need for the above-mentioned role.

Click here for more information on Rothschild & Co Wealth Management.

Overview of Role

The successful candidate will join our Swiss Onshore II Front Team, covering clients from Switzerland, Italy, Monaco and France. The candidate will assist the team with servicing private banking clients on a wide range of topics. We are preferably looking for someone who has an understanding and connection to the regions.

This exciting internship will last for a period of 6 - 12 months and the preferred start date is September or October 2024.

Responsibilities

• Provide administrative assistance on daily client management activities, such as:
• responding to client requests
• dealing with client administration
• responding to client request
• receiving and processing payment / trading orders
• handling AML's request
• preparing documentation for client meetings
• sending periodical publications and documents
• monitoring progress of tasks and ensure proper follow-up
• providing support in opening banking relationships, including dealing with Legal & Compliance matters

All activities will be carried out in cooperation with various departments including Investment Department, Legal Compliance, Credit, Payments and Securities Administration

Education and Qualifications

• Bachelor or Master's degree
• Strong MS Office skills, prior experience with Avaloq an advantage

Experience, Skills and Competencies Required

• Previous experience in the financial industry is considered a plus
• Italian and English fluency (both written and spoken); French an asset
• Good IT skills and proficient in MS Office (especially Outlook, Power Point, Word and Excel)

Additional skills & competencies

• Flexible, “can-do” and positive attitude with the willingness to go the extra mile
• Intellectually curious, eager to learn and develop
• Strong organizational and prioritization skills
• Strong attention to details and proficient communication skills
• Reliable, discreet attitude
• Ability to work under pressure
• Team player
• Professional appearance

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

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