Assistant Wealth Management

at  Rothschild Co

About Us
Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world’s financial markets.
Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and planet.
We have 4,200 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market-leading business divisions – Global Advisory, Wealth Management, Asset Management and Five Arrows.
As a family-controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward.
Rothschild & Co is committed to an inclusive and supportive environment where diversity and different perspectives are valued. We are focused on the attraction and recruitment, development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference.
Overview of role

We are looking for an Assistant to join our team in Luxembourg. In this newly created role, the successful candidate will support the team and their clients, handling administrative tasks involving close co-operation with various departments locally and abroad. The Luxembourg team currently consists of 11 employees and we are looking to grow this entity in the future.

• -> The French version of this job description can be found further down below.

Responsibilities

• Daily monitoring of cash positions in accounts (cash management, monitoring of outflows, management of inflows/withdrawals, etc.).
• Support for the implementation of market orders (allocation/selection/operation on securities and funds/structured products/cash) in discretionary management portfolios.
• Support for updating and monitoring model portfolios.
• First level controls (portfolio position / allocation / compliance with internal policies / consistency of performance / ESG dimension).
• Design and update of tailor-made management reports for the bank’s customers and prospects. Contribution to the production of presentations on the market environment.
• Preparation of documents for client meetings and coordination of the draft of reports.
• Participation in the investment committee as well as the group’s various wealth management committees, including drafting of minutes.
• Support in the production of investment case presentations with the objective of developing practical skills in terms of financial analysis.
• Development and maintenance of financial data monitoring files (markets, securities performance, funds, model portfolios, ESG, etc.) and decision support tools for portfolio management.
• Perspective of taking charge of the scope of discretionary management or implementing the development of advisory management.
• Supporting Relationship Managers in customer relationship monitoring.

Experience, Skills and Competencies Required

• With a Master’s degree, you preferably have at least 2 years of experience in the field of financial investment (Wealth or Asset Management).
• You have knowledge of finance markets and/or you are passionate about economics and financial news as well as topics related to investment and Wealth Management.
• You are perfectly comfortable with traditional IT tools and you have a good spirit of synthesis.
• Excellent knowledge of French and English. Any other language is a plus.
• Dynamic, entrepreneurial mindset and willing to take initiative.
• Proactive, organized, respectful and curious personality.

If you are curious to learn more about us and have valuable experiences in a similar role, then please submit your CV and all relevant documents through our recruitment tool.
French Version
Aperçu du role
Nous recherchons un(e) assistant(e) pour rejoindre notre équipe à Luxembourg. Dans ce rôle nouvellement créé, le candidat retenu soutiendra l’équipe et ses clients, en s’occupant de tâches administratives impliquant une étroite coopération avec divers départements locaux et étrangers. L’équipe luxembourgeoise se compose actuellement de 11 employés et nous cherchons à développer cette entité dans le futur.

Principales missions

• Suivi quotidien des positions espèces des comptes (placement de trésorerie, suivi des débits, gestion des apports/retraits…).
• Support pour l’implémentation des ordres (allocation/sélection/opération sur titres et fonds/produits structurés/trésorerie) dans les portefeuilles en gestion discrétionnaire.
• Support pour la mise à jour et le suivi des portefeuilles modèles.
• Contrôles de premier niveau (position en portefeuille / allocation / respect des procédures / cohérence des performances / dimension ESG).
• Conception et mise à jour de rapport de gestion sur mesure à destination des clients et des prospects de la banque. Contribution à la production de présentations sur l’environnement de marché.
• Préparation des documents pour les rendez-vous clients et coordination de l’élaboration des rapports.
• Participation au comité d’investissement ainsi qu’aux différents comités wealth management du groupe. Rédaction des PV.
• Support à la production de présentations de cas d’investissement avec l’objectif de monter en compétences pratiques en termes d’analyse financière.
• Elaboration et maintenance des fichiers de suivi de données financières (marchés, performances titres, fonds, portefeuilles modèles, ESG…) et d’outils d’aide à la décision pour la gestion de portefeuilles.
• Perspective de prendre en charge le périmètre de la gestion discrétionnaire ou de mettre en place le développement de la gestion conseil.
• Support aux RM dans le suivi de la relation client.

Compétences requises

• De formation supérieure Master, vous bénéficiez de préférence d’une expérience d’au moins 2 ans dans le domaine de l’investissement financier (Wealth ou Asset Management).
• Vous possédez des connaissances en finance des marchés et/ou vous vous passionnez pour l’actualité économique et financière ainsi que pour les sujets liés à l’investissement et la gestion financière.
• Vous êtes parfaitement à l’aise avec les outils informatiques classiques. Vous avez un bon esprit de synthèse.
• Excellente connaissance du français et de l’anglais. Toute autre langue est un plus.
• Dynamique, esprit d’entreprise et volonté de prendre des initiatives.
• Personnalité proactive, organisée, respectueuse et curieuse.

Si vous êtes curieux d’en savoir plus sur nous et que vous avez une expérience précieuse dans un poste similaire, veuillez soumettre votre CV et tous les documents pertinents par l’intermédiaire de notre outil de recrutement

We are looking for an Assistant to join our team in Luxembourg. In this newly created role, the successful candidate will support the team and their clients, handling administrative tasks involving close co-operation with various departments locally and abroad. The Luxembourg team currently consists of 11 employees and we are looking to grow this entity in the future.

• -> The French version of this job description can be found further down below

Responsibilities

• Daily monitoring of cash positions in accounts (cash management, monitoring of outflows, management of inflows/withdrawals, etc.).
• Support for the implementation of market orders (allocation/selection/operation on securities and funds/structured products/cash) in discretionary management portfolios.
• Support for updating and monitoring model portfolios.
• First level controls (portfolio position / allocation / compliance with internal policies / consistency of performance / ESG dimension).
• Design and update of tailor-made management reports for the bank’s customers and prospects. Contribution to the production of presentations on the market environment.
• Preparation of documents for client meetings and coordination of the draft of reports.
• Participation in the investment committee as well as the group’s various wealth management committees, including drafting of minutes.
• Support in the production of investment case presentations with the objective of developing practical skills in terms of financial analysis.
• Development and maintenance of financial data monitoring files (markets, securities performance, funds, model portfolios, ESG, etc.) and decision support tools for portfolio management.
• Perspective of taking charge of the scope of discretionary management or implementing the development of advisory management.
• Supporting Relationship Managers in customer relationship monitoring