CAIA's Career Center is an easy-to-use, comprehensive resource connecting job seekers with employers in the growing AI field. Use your knowledge and credibility to advance your career or build a talented team for your organization. Opportunities targeted to CAIA Charterholders are prioritized.
In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
As one of the world's largest independent financial advisory groups, we know that it takes a distinct perspective to make a meaningful difference to our clients' business and wealth. Rothschild & Co is a global and family-controlled group. We provide M&A, strategy and financing advice, as well as investment and wealth management solutions to large institutions, families, individuals and governments, worldwide.
Having been at the centre of the world's financial markets for more than 200 years we can rely on an unrivalled global network of more than 3,800 talented employees and a track-record of outstanding execution with 50 offices around the world.
Our integrated global network of trusted professionals and decision makers around the world provide in-depth market intelligence, meaning we can be closer to current issues than any other global financial institution in our core markets.
It is this scale, local knowledge and intellectual capital that allow us to provide a distinct perspective and effective long-term solutions for our partners.
Overview of Role
Assist the team with servicing private banking clients and support the team in fulfilling the day-to-day "Know your client" (KYC) tasks.
Act as an expert within the team for client on-boarding and documentation processes / requirements and stay up to date with all related regulatory developments
Serve as a single point of contact within the service desk between the front office and client on-boarding / compliance functions with regard to the on-boarding process and documentation requirements
Coordinate and manage the implementation of new regulatory requirements with regard to client documentation within the team
Interact with clients, clients' representatives, external advisers on structures set up via meetings, phone calls and e-mails
Deputy for serving our Düsseldorf, Frankfurt, Milan and UK offices as well as other External Asset Managers and Employee accounts
Organise, coordinate and prepare internal and external meetings, conference calls, preparation of meeting- and call- notes
Handle internal and external calls/e-mails and taking appropriate actions
Prepare presentations, pitches, specific client documents and client materials
Education and Qualifications
Higher education or University degree preferred
Experience, Skills and Competencies Required
2 - 5 years' experience in the financial industry
Client on-boarding and/or documentation experience, familiar with KYC processes and requirements
Fluent in English and German (written & spoken), Spanish is considered a plus
Computer literate (MS Office)
Additional skills & competencies
Strong communication skills / good team spirit
A "can-do" attitude, seeking continuous service improvement, high quality standards
Attention to detail a must, ability to follow directions meticulously, a keen learner and ability to apply knowledge across diverse mandate structures
Distinctly reliable and precise, conscientious, professional with good demeanour and interaction with all persons
Strong organizational and prioritization skills to be able manage multiple work streams throughout the day
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.