You will build and manage client relationships while executing a strategic business plan. Your role involves networking with high-net-worth individuals and providing financial analysis to support growth initiatives.
Anforderungen
- •University degree in finance, banking or economics
- •Solid business experience of 5 – 10 years in relevant market of Private Banking
- •Extended knowledge of investment issues and markets
- •Proven track record and personal network of UHNWI
- •Experience in structuring and managing portfolios
- •Good knowledge of global financial markets
- •Understanding of asset allocation concepts
- •Person of integrity and high sense of responsibility
- •Creative mind in finding investment solutions
- •Knowledge of compliance and cross border rules
- •Knowledge of industry products and services
- •High social competence and proactive attitude
- •Awareness of compliance and regulatory practices
- •Awareness of potential risks
- •Flexibility and curiosity with a can-do attitude
- •Excellent communication skills in English and French
- •Avaloq experience is beneficial
Deine Aufgaben
- •Create and develop long-term client relationships.
- •Manage an existing client portfolio effectively.
- •Formulate and execute a 3-year business plan.
- •Target a portfolio size of over 300 million Euros.
- •Establish new relationships to generate new AuM.
- •Identify and close portfolios for HNWI clients.
- •Network and contact HNW and UHNW prospects.
- •Work passionately within a motivated team.
- •Position and sell the Rothschild & Co brand.
- •Provide strong financial and statistical analysis.
- •Support front office strategy development and implementation.
Deine Vorteile
Healthcare services and benefits
Supportive working environment
In-house training programs
Tuition assistance for education
Original Beschreibung
# Client Adviser
**Geneva** | **Full time**
**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
* Target portfolio size 300 million’s Euro plus, minimum account size 2 million
* 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)
* Flexibility, curiosity, ‘can do’ attitude, high social competence, proactive
* Excellent communication skills in English and French are a must. Other languages are a nice plus
* Avaloq experience is beneficial
**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
* We provide a variety of inhouse trainings, as well as tuition assistance for further education and training courses