Intern Private Clients 80% - 100% (fixed-term 9 – 12 months)

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 successful candidate will join our Central & Eastern Europe (CEE) Front Team to assist with servicing private banking clients and support the team in fulfilling the day-to-day operational “Know your client” (KYC) and further due diligence tasks. We are preferably looking for someone who has an understanding and connection to the region with a specific focus on the Balkans, Greece or Romania. Additionally, fluency in a language from our region would be considered a valuable asset.
This exciting internship will last for a period of 9 - 12 months and the preferred start date is September or October 2024.

Responsibilities

• Provide general client maintenance assistance, such as:
• -> opening banking relationships, including KYC and dealing with Legal & Compliance matters
• -> responding to client requests
• -> taking responsibility for day-to-day client administration (e.g. payments, credits, securities administration) and internal projects
• -> preparing documentation for client meetings
• -> monitoring progress of tasks and ensure proper follow-up
• Provide financial markets support such as:
• -> updating clients’ portfolios overview, including performance metrics
• -> researching on specific companies, sectors and macroeconomics topics
• -> supporting Seniors in processing trading orders
• -> updating quarterly client presentations (MS Powerpoint) & reports (MS Excel)
• Ensure close co-operation with various departments in carrying out the above activities
• Collaborate in marketing activities of the team, including maintaining prospects lists, writing marketing letters, organising meetings and business trips and ensuring proper follow up

Education and Qualifications

• Bachelor or Master’s degree
• Strong MS Office skills, prior experience with Avaloq an advantage

Experience, Skills and Competencies Required

• Previous experience in the financial industry is considered a plus
• Knowledge and interest in financial markets and asset allocation
• Fluent in English/German and preferably a local language of the Central & South Eastern European region

Additional skills & competencies

• Flexible, “can-do” and positive attitude with the willingness to go the extra mile
• Intellectually curious, eager to learn and develop
• Strong organizational and prioritization skills
• Strong attention to details and proficient communication skills
• Willing to support team on all activities
• Reliable, discreet attitude
• Ability to work under pressure

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

If you are curious to learn more about us and have valuable experiences in a similar role, then please submit your application documents through our recruitment tool.

• Provide general client maintenance assistance, such as:
• -> opening banking relationships, including KYC and dealing with Legal & Compliance matters
• -> responding to client requests
• -> taking responsibility for day-to-day client administration (e.g. payments, credits, securities administration) and internal projects
• -> preparing documentation for client meetings
• -> monitoring progress of tasks and ensure proper follow-up
• Provide financial markets support such as:
• -> updating clients’ portfolios overview, including performance metrics
• -> researching on specific companies, sectors and macroeconomics topics
• -> supporting Seniors in processing trading orders
• -> updating quarterly client presentations (MS Powerpoint) & reports (MS Excel)
• Ensure close co-operation with various departments in carrying out the above activities
• Collaborate in marketing activities of the team, including maintaining prospects lists, writing marketing letters, organising meetings and business trips and ensuring proper follow u