Client Contracts Manager (fixed-term 6 – 12 months, 60% - 100%)

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
The Client Contracts Manager is responsible for reviewing, editing and formatting client contracts to ensure accuracy, clarity and compliance with both legal requirements and the bank’s internal policies. This role involves close collaboration with the Legal Department, Client Data Management Department as well as Marketing and other stakeholders to produce high-quality contract documents that support the bank’s operations and client relationships. This exciting position can be filled with a work rate between 60% - 100% and is limited in time for 6 – 12 months.
Responsibilities

Project Management:

• Manage the entire project lifecycle, including planning, execution, monitoring, and closing.
• Coordinate with internal and external stakeholders to ensure project objectives are met.
• Identify and adress risks associated with contracts and projects.
• Provide regular updates and reports on project status to senior management.

Contract Review:

• Review and adjust document approval process.
• Review and adjust change, access and notification process.
• Identify and rectify discrepancies or errors in contract language and terms.

Editing:

• Edit contracts for clarity, coherence, and consistency.
• Correct grammatical, punctuation, and typographical errors.
• Ensure the contract language is clear and understandable for all parties involved, in particularly in the context of banking services.

Layout and Formatting:

• Format contracts according to the bank’s guidelines and standards.
• Use appropriate styles, fonts, and layouts to enhance readability and professionalism.
• Ensure documents are visually appealing and easy to navigate.

Design and Interactive PDF creation:

• Transfer client contracts from Word documents into a design software/tool (e.g. Adobe InDesign).
• Create interactive PDFs that are user-friendly and meet the bank’s standards for digital documents.
• Ensure the interactive PDFs include necessary features such as clickable links, fillable forms, agreed formulas, and navigation aids.

Documentation and Record Keeping:

• Maintain accurate records of all reviewed and edited contracts.
• Ensure all versions of contracts are properly documented and stored.
• Track changes and updates to contracts over time.

Required Skills and Qualifications

• Education: Paralegal, Bank clerk or a degree in a related field.
• Experience: Previous experience in contract review, editing or related field, preferably within the banking or financial services sector. Proficient experience in project management is a plus.
• Skills:
• Strong attention to detail and analytical skills.
• Excellent written communication skills.
• Proficiency in document editing formatting software (e.g., Microsoft Word, Adobe Acrobat) and project management processes.
• Ability to understand and interpret legal and financial language and contract terms.
• Strong organizational and time management skills.
• Language Proficiency: Fluency in English, German and French, Spanish is an advantage (ability to review, edit and format contracts in all languages).
• Design Skills: Good knowledge in design software/tools (e.g. Adobe InDesign) and experience in creating interactive PDFs.
• Emphasis on teamwork and the ability to communicate and work effectively with colleagues.
• Innovation: Creativity and the ability to develop new ideas and solutions.

Benefits

• Rothschild & Co is committed to safeguarding and enhancing the health and wellbeing of all its employees. To support this, Rothschild & Co provides all employees with a range of healthcare services and benefits that aim to support their overall wellbeing
• We are conducive to creating a working environment and culture where people can succeed
• We provide a variety of inhouse trainings, as well as tuition assistance for further education and training courses
• Everyone can choose to incorporate agile working principles into their working week
• We have learned a great deal about the adaptability, commitment and resilience of our people. We believe there are opportunities for all of us to enhance our working lives and outcomes, by applying a more flexible approach to where and when we work and up to 40% of your work time can be performed from home

If you are curious to learn more about us and have valuable experiences in a similar role, then please submit your CV and Motivation Letter through our recruitment tool. Please also mention why you think that you are the best suited candidate for this position

Please refer the Job description for details