Job Detail

About us

As one of the world's largest independent financial advisory groups, we know that it takes a distinct perspective to make a meaningful difference to our clients’ business and wealth.
Rothschild & Co is a global and family-controlled group. We provide M&A, strategy and financing advice, as well as investment and wealth management solutions to large institutions, families, individuals and governments, worldwide.

Having been at the centre of the world's financial markets for more than 200 years we can rely on an unrivalled global network of more than 3,300 talented employees and a track-record of outstanding execution with 50 offices around the world.

Our integrated global network of trusted professionals and decision makers around the world provide in-depth market intelligence, meaning we can be closer to current issues than any other global financial institution in our core markets.

It is this scale, local knowledge and intellectual capital that allow us to provide a distinct perspective and effective long-term solutions for our partners.

Overview of Role

Assist the team with servicing private banking clients and support client facing teams in meeting their day-to-day “Know your client” (KYC) challenges.

Responsibilities

• Act as an expert within the front office for client on-boarding and documentation processes / requirements and stay up to date with all related regulatory developments


• Serve as a single point of contact between the front office and client on-boarding / compliance functions with regard to on-boarding process and documentation requirements


• Coordinate and manage the implementation of new regulatory requirements with regard to client documentation within the front office


• Interaction with clients, clients’ representatives, external advisers on structures set up via meetings, phone calls and e-mails


• Providing high quality service and timely execution of trade orders, payments, loans and account openings for our Hong Kong office


• Deputy for serving our Frankfurt and Milan offices as well as other External Asset Managers and Employee accounts


• Organisation, coordination and preparation of internal and external meetings, conference calls, preparation of meeting- and call- notes


• Effectively handling of internal and external calls/e-mails and taking appropriate actions


• Preparation of presentations, pitches, specific client documents and client materials

Education and Qualifications

• Higher education or university degree preferred

Experience, Skills and Competencies Required

• 2-5 years’ experience in the financial industry an advantage


• Client on-boarding and/or documentation experience, familiar with KYC processes and requirements


• Very good in English and German (written & spoken)


• Computer literate (MS Office)

Additional skills & competencies

• Strong communication skills / good team spirit


• A “can-do” attitude, seeking continuous service improvement, high quality standards


• Attention to detail a must, ability to follow directions meticulously, a keen learner and ability to apply knowledge across diverse mandate structures


• Distinctly reliable and precise, conscientious, professional with good demeanour and interaction with all persons


• Strong organizational and prioritization skills to be able manage multiple work streams throughout the day

  If you are curious to learn more about us and have valuable experiences in a similar role, then please submit your CV, work certificates and cover letter online via our recruitment tool.