Rothschild & Co is a leading global financial services group with a history of over 200 years
Job Summary
Rothschild & Co is a leading global financial services group with a history of over 200 years.
The role involves independent and responsible support of a client advisor team, including appointment coordination and preparation of investment proposals.
The company offers a challenging and varied work environment with comprehensive training, competitive compensation, and attractive benefits.
Matching Summary
Rothschild & Co is a leading global financial services group with a history of over 200 years.
Skills & Requirements
Must-have
Client support
Appointment coordination
Investment proposal creation
Contract preparation
Account opening coordination
Client reporting
Nice-to-have
Family-controlled business
Inclusive and supportive environment
Agile working methodology
High internal & external customer orientation
Key Requirements
Completed banking apprenticeship
Relevant practical experience in Wealth Management