Assistant - Latam Team

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 seeking a passionate Assistant to complement our Latam team during the maternity leave absence of the present job incumbent.

We are seeking a candidate who excels in delivering exceptional client interactions, displays superior communication skills, both verbal and written, along with a friendly, articulate, and professional approach that leaves a lasting positive impression.

 Responsibilities

• Provide administrative support in opening banking relationships, including dealing with Legal & Compliance matters
• Provide general client maintenance assistance, such as:
  • responding to client requests
  • dealing with day to day client administration
  • receiving and processing payment / trading orders
  • preparing documentation for client meetings
  • monitoring progress of tasks and ensure proper follow-up
• Ensure close co-operation with various departments including Investment Department, Legal & Compliance, Credit, Payments and Securities Administration
• Collaborate in marketing activities of the team, including maintaining prospects lists, writing marketing letters, organizing meetings and business trips and ensuring proper follow up
• Coordinate meetings
• Assist with preparing presentations
• Help with client servicing and prospecting in Spanish, English and German

Education and Qualifications

• Commercial or High School degree, bank apprenticeship or similar

Experience, Skills and Competencies Required

• Experience in the financial industry is a must
• Knowledge and interest in financial markets and asset allocation
• Experience in Securities trading
• Native Spanish and fluent communication skills in English (written and spoken), German is an asset.
• Proactive attitude with the ability to demonstrate initiative, attention to detail and reliability
• Proficient in MS Office, Avaloq knowledge is an asset
• Team player
• Flexibility, “can-do” attitude, seeking continuous service improvement, high quality standards
• Reliable and accurate

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

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.