Cdi - Assistant.e Banquier Privé

Rothschild & Co UK

Not specified
Private banking assistant experience
Patrimony management or finance degree
Microsoft excel and powerpoint proficiency
Rothschild & Co UK is seeking an Assistant Private Banker to support the relationship management of clients in their Wealth Management division. The ideal candidate should have a background in finance or banking, along with experience in assisting private bankers and strong organizational skills

Job Summary

  • You will work in a team with a private banker as an essential actor in managing client relationships.
  • Your missions include daily account management, processing orders, and ensuring compliance for all client files.
  • The company values human relationships and offers significant career development opportunities within a global financial group.

Matching Summary

Match Score: 85

Rothschild & Co UK is seeking an Assistant Private Banker to support the relationship management of clients in their Wealth Management division. The ideal candidate should have a background in finance or banking, along with experience in assisting private bankers and strong organizational skills.

Skills & Requirements

Must-have

  • Private banking assistant experience
  • Patrimony management or finance degree
  • Microsoft Excel and PowerPoint proficiency

Nice-to-have

  • Strong relational skills
  • Good level of English
  • Rigor and organization

Key Requirements

  • Diploma in Patrimony Management/Banking/Finance
  • Significant experience as Private Banking Assistant

Work Rights

Not specified

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