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
Provide general assistance to the Credit Team to ensure the structuring, processing and monitoring of standard and complex credit transactions. Work closely with the team on the daily business but also provide support in ad-hoc projects.
Responsibilities
- Provide support in the daily monitoring of credit positions
- Credit assessment and execution of day-to-day payment or drawdown requests from clients
- Proactively liaise and communicate with client advisors on credit transactions
- Execution of client requests with credit card provider
- Analyse the data of securities and propose Loan-to-Value ratios to be applied
- Support preparation of internal credit applications to committees
- Give administrative support in the preparation and presentation of various management reports
- Efficiently analyse data for management reports
Education and Qualifications
- High School or University degree (Bachelor degree in Banking and Finance), bank apprenticeship
or similar
Experience, Skills and Competencies Required
- Professional experience within the Swiss banking environment or financial industry
- Knowledge and interest in financial markets
- Fluent in German and English (written and oral). Any other languages are an asset
- Advanced knowledge of Microsoft office products (VBA is a plus)
- Avaloq user experience would be an additional asset
- Strong analytical skills and solution-oriented
- Efficient and structured way of working
Proactive attitude with the ability to demonstrate initiative, attention to detail and reliability