Client Adviser External Asset Manager (EAM)

Job title:

Client Adviser External Asset Manager (EAM)

Company

Rothschild & Co

Job description

About UsRothschild & 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 4,600 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 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.The Client Adviser External Asset Manager (EAM) is the primary point of contact between the EAM and the Bank. The Client Adviser is responsible for the proactive and autonomous management of a portfolio of EAMs. This entails the delivery of comprehensive wealth management solutions to meet the EAM’s needs as well as dealing with routine enquiries and transactions. Professionalism and responsiveness are key. Acquisition of new EAM relationships through his/her network is an additional, integral element of the role.About the teamThe EAM & central services desk is part of the Wealth Management Zurich organization and manages the bank’s centralized EAMs and also provides a range of ancillary services, such as providing booking center services, managing group accounts and the servicing of staff accounts. As a small, dedicated team, we pride ourselves on delivering tailored, high-quality service with a personal touch.Responsibilities

• Acquisition and maintenance of a portfolio of EAMs with a focus on the Swiss onshore market
• Responding to all EAMs in a timely and professional manner while ensuring consistently high level of service quality and satisfaction in order to build strong relationships
• Working in a team (including the appropriate use of specialists) to develop and deliver comprehensive wealth management solutions to the EAMs
• Collaborate with the Team Head on further developing the Swiss EAM book (marketing strategies, event ideas, acquisition efforts)
• Ensure that all compliance and legal requirements are met, and business is conducted in line with best practice, taking appropriate action where necessary
• Support in training and development of junior team members

Experience, Qualifications, Skills and Competencies required

• Solid business experience of 5 – 10 years in Private Banking covering EAMs and proven track record in developing new relationships
• Relevant higher educational and professional background e.g. FH, HWV, University or Bank apprenticeship combined with an AZEK, CWMA (SAQ) or CFA qualification is a plus
• Good understanding of investment products across all asset classes
• Fluent in German and English, additional languages are a plus
• Service mentality: client-centric, diligent and meeting fast turnaround times
• Flexibility, curiosity, ‘can do’ attitude, high social competence, proactivity
• Person of integrity, high sense of responsibility, personal engagement/initiative, pronounced entrepreneurial attitude, seeking continuous improvement
• Awareness and knowledge of compliance, legal and regulatory practice in the relevant markets

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
• Over the recent months 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 Cover Letter through our recruitment tool.

Expected salary

Location

Zurich

Job date

Wed, 21 May 2025 05:48:04 GMT

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