Mercer
Investment Solution Sales(m/w/x)
Full-timeWith HomeofficeSenior
Zürich
New Job?Nejo!
The AI Job Search Engine
RORothschild & Co Bank AG
Client Adviser - UK Offshore Market(m/w/x)
Zürich
Full-timeWith Home OfficeSenior
Nejo AI Summary
Acquiring and retaining UK-based HNW/UHNW clients at a 200-year-old global financial services group, driving strategic AuM growth. 5-10 years Private Banking experience with UK clients and a strong UK business network essential. Above-average pension and social insurance contributions.
Requirements
- Solid business experience (5-10 years) in Private Banking (UK clients)
- Well-connected within UK business ecosystem (asset), strategic angle (sector or market segmentation)
- Strong knowledge of global financial markets, experience in structuring/managing portfolios (all asset classes)
- Good foundations/experience in financial planning (tax, legal, estate planning knowledge)
- Integrity, high responsibility, personal engagement/initiative, entrepreneurial attitude, continuous improvement seeking
- Creativity in finding investment solutions (challenging market circumstances)
- Awareness/knowledge of compliance, legal, regulatory practices (relevant markets)
- Flexibility, curiosity, 'can-do' attitude, high interpersonal competence, proactivity
Tasks
- Lead acquisition of UK-based HNW and UHNW clients.
- Lead retention of UK-based HNW and UHNW clients.
- Formulate 3-5 year strategy and business plan.
- Execute 3-5 year strategy.
- Execute business plan with target AuM.
- Build trusted relationships with clients.
- Deliver excellent client service.
- Liaise with UK and European teams for opportunities.
- Ensure seamless client service.
- Provide integrated client solutions.
- Provide strong financial analysis.
- Provide strong quantitative analysis.
Work Experience
- 5 - 10 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- English – Business Fluent
Benefits
Healthcare & Fitness
- Health and wellbeing services
Retirement Plans
- Above-average pension contributions
Additional Allowances
- Above-average social insurance contributions
- Financial support for external education
Informal Culture
- Collaborative, respectful, and inclusive workplace
Purpose-Driven Work
- Purpose-driven culture
Learning & Development
- Continuous learning
- In-house training opportunities
- Financial support for professional certifications
Flexible Working
- Flexible ways of working
- Work from home (up to 40%)
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Rothschild & Co Bank AG and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
Not a perfect match?
- BVZH Bank Vontobel AG
Investment Advisor(m/w/x)
Full-timeWith HomeofficeSeniorZürich - BVZH Bank Vontobel AG
Investment Advisor(m/w/x)
Full-timeWith HomeofficeSeniorZürich - DZ PRIVATBANK
Private Wealth Manager(m/w/x)
Full-timeWith HomeofficeSeniorZürich - 0877 Deutsche Bank (Suisse) SA
Director, Switzerland (Sales Coverage)(m/w/x)
Full-timeWith HomeofficeSeniorZürich
RORothschild & Co Bank AG
Client Adviser - UK Offshore Market(m/w/x)
Zürich
Full-timeWith Home OfficeSenior
Nejo AI Summary
Acquiring and retaining UK-based HNW/UHNW clients at a 200-year-old global financial services group, driving strategic AuM growth. 5-10 years Private Banking experience with UK clients and a strong UK business network essential. Above-average pension and social insurance contributions.
Requirements
- Solid business experience (5-10 years) in Private Banking (UK clients)
- Well-connected within UK business ecosystem (asset), strategic angle (sector or market segmentation)
- Strong knowledge of global financial markets, experience in structuring/managing portfolios (all asset classes)
- Good foundations/experience in financial planning (tax, legal, estate planning knowledge)
- Integrity, high responsibility, personal engagement/initiative, entrepreneurial attitude, continuous improvement seeking
- Creativity in finding investment solutions (challenging market circumstances)
- Awareness/knowledge of compliance, legal, regulatory practices (relevant markets)
- Flexibility, curiosity, 'can-do' attitude, high interpersonal competence, proactivity
Tasks
- Lead acquisition of UK-based HNW and UHNW clients.
- Lead retention of UK-based HNW and UHNW clients.
- Formulate 3-5 year strategy and business plan.
- Execute 3-5 year strategy.
- Execute business plan with target AuM.
- Build trusted relationships with clients.
- Deliver excellent client service.
- Liaise with UK and European teams for opportunities.
- Ensure seamless client service.
- Provide integrated client solutions.
- Provide strong financial analysis.
- Provide strong quantitative analysis.
Work Experience
- 5 - 10 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- English – Business Fluent
Benefits
Healthcare & Fitness
- Health and wellbeing services
Retirement Plans
- Above-average pension contributions
Additional Allowances
- Above-average social insurance contributions
- Financial support for external education
Informal Culture
- Collaborative, respectful, and inclusive workplace
Purpose-Driven Work
- Purpose-driven culture
Learning & Development
- Continuous learning
- In-house training opportunities
- Financial support for professional certifications
Flexible Working
- Flexible ways of working
- Work from home (up to 40%)
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Rothschild & Co Bank AG and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
About the Company
Rothschild & Co Bank AG
Industry
FinancialServices
Description
Rothschild & Co is a leading global financial services group with a history of over 200 years, providing distinct perspectives across various financial sectors.
Not a perfect match?
- Mercer
Investment Solution Sales(m/w/x)
Full-timeWith HomeofficeSeniorZürich - BVZH Bank Vontobel AG
Investment Advisor(m/w/x)
Full-timeWith HomeofficeSeniorZürich - BVZH Bank Vontobel AG
Investment Advisor(m/w/x)
Full-timeWith HomeofficeSeniorZürich - DZ PRIVATBANK
Private Wealth Manager(m/w/x)
Full-timeWith HomeofficeSeniorZürich - 0877 Deutsche Bank (Suisse) SA
Director, Switzerland (Sales Coverage)(m/w/x)
Full-timeWith HomeofficeSeniorZürich