Assistant (e) Banquier Privé

ROTHSCHILD MARTIN MAUREL

Lyon, France
On-site
Client contact via phone/email
Account management
Life insurance contract management
Rothschild Martin Maurel is seeking an Assistant (e) Banquier Privé in Lyon, France, to support private bankers with client interactions, account management, and documentation. The ideal candidate should have 1-3 years of relevant experience within the banking sector, strong Excel and PowerPoint skills, and a solid understanding of financial markets

Job Summary

  • Rothschild & Co is a leading international financial services group with expertise in Global Advisory, Wealth Management, Asset Management, and Five Arrows.
  • The role involves daily work on account movements, life insurance contracts, and acting as an interface between bankers and various bank departments.
  • The company values the recruitment and career development of its employees, allowing them to thrive professionally.

Matching Summary

Match Score: 85

Rothschild Martin Maurel is seeking an Assistant (e) Banquier Privé in Lyon, France, to support private bankers with client interactions, account management, and documentation. The ideal candidate should have 1-3 years of relevant experience within the banking sector, strong Excel and PowerPoint skills, and a solid understanding of financial markets.

Skills & Requirements

Must-have

  • Client contact via phone/email
  • Account management
  • Life insurance contract management
  • Credit note writing

Nice-to-have

  • Rigor and organization
  • Teamwork skills
  • Excellent presentation

Key Requirements

  • 1-3 years of experience in private banking assistance
  • Knowledge of banking and financial markets
  • Proficiency in Excel and PowerPoint
  • Bac +2/3 level education

Work Rights

Not specified

Tailored Resume

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