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 4,600 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.

Responsibilities

• Assist with KYC, onboarding, and compliance tasks (using Atfinity, Aura, CIS) for new and existing clients
• Actively support the sales and marketing efforts of the Institutional Clients team in Switzerland, with a particular focus on German-speaking regions
• Assist in prospecting, mapping new institutional clients (pension funds, consultants, foundations, insurances) and updating the CRM accordingly
• Support the team in client interactions (calls, meetings, emails) and help prepare marketing documentation
• Prepare and distribute client communications on portfolio performance (Avaloq), product updates, market views, and reporting
• Develop a strong understanding of Rothschild & Co’s investment offering, including both listed and private markets solutions
• Contribute to day-to-day team operations, including administrative and organizational tasks

Education and Qualifications

• Bachelor’s or master's degree in Finance, Business, Economics, Hospitality (EHL), or related field
• Excellent command of Microsoft Office, especially Excel and PowerPoint
• Familiarity with CRM tools or financial platforms is a plus

Experience, Skills and Competencies Required

• Completed Internship in finance, asset management, or a commercial/sales environment is a plus
• Knowledge and interest in financial markets, asset allocation and business development
• Fluent in Swiss-German, English and French (written and spoken). Candidates not speaking fluent Swiss-German will unfortunately not be considered
• Clear communication skills, attention to detail, and ability to adapt messages to different audiences
• Proactive, structured, and reliable team player with a strong sense of initiative and ownership

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.