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Client Adviser(m/w/x)

2050 Rothschild & Co Bank AG
Genf

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
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