Rothschild & Co is seeking an Assistant Private Banker to support a Private Banker in managing client relationships and banking operations. The ideal candidate should have a background in wealth management, banking, or finance, and possess strong organizational and interpersonal skills
Job Summary
You will work in a pair with a private banker as an essential actor in managing the relationship with our clientele.
Your daily missions include answering client questions regarding remote banking, payment methods, and processing account movements.
The role requires ensuring compliance for all client files by regularizing documents such as MIFS, ID cards, and management mandates.
Matching Summary
Match Score: 85
Rothschild & Co is seeking an Assistant Private Banker to support a Private Banker in managing client relationships and banking operations. The ideal candidate should have a background in wealth management, banking, or finance, and possess strong organizational and interpersonal skills.
Skills & Requirements
Must-have
Management of client relationships
Account opening and order entry
Daily account movement processing
Compliance document verification
Microsoft Excel and PowerPoint mastery
Nice-to-have
Significant private banking assistant experience
Strong organizational and prioritization skills
Excellent interpersonal relationship qualities
Good level of English proficiency
Key Requirements
Diploma in Wealth Management, Banking, or Finance
Significant experience as a Private Banking Assistant
Knowledge of banking environment and financial markets