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Client Executive Service Desk – English / Spanish / German

  • Job type: Permanent
  • Location: Zürich
  • Salary: Competitive
  • Job reference: da2411
  • Sector: Buy Side, Selby Jennings
  • Date posted: 24/11/2017
Client Executive Service Desk – English / Spanish / German

My client is one of the world's largest independent financial advisory groups which provides independent advice on M&A, strategy, and financing, as well as investment and wealth management solutions to large institutions, families, individuals, and governments. They are currently looking for their next Client Executive Service Desk in Zurich.

  • Interaction with clients, clients’ representatives, external advisers on structures set up via meetings, phone calls, and e-mails
  • Managing independently a Spanish EAM by providing high-quality service and timely execution of trade orders, payments (including checking signature rights and account balances), loans and account openings as well as client visits
  • Deputy for serving our Frankfurt, Hong Kong, Singapore and Milan offices as well as other EAM’s and Employee accounts
  • Responsible for a small client book where the main task is to solve open issues (documentation) and check clients further potential
  • Responsible for timely and correct execution of payments for Rothschild Continuation Holdings accounts Deputy of KYC Manager when required
  • Organisation, coordination and preparation of internal and external meetings, conference calls, preparation of meeting- and call- notes
  • Effectively handling of internal and external calls and taking appropriate actions
  • Analysis and high-level due diligence of financial and legal documentation on companies and assets going into the new client's structures in order to prepare structure charts and assets description
  • Preparation of presentations, pitches, specific client documents and client materials

Education and Qualifications
  • Bachelor degree in business related subject is an advantage
  • Experience in the financial industry an advantage
  • Very good in English, Spanish, and German (written & spoken)
  •  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 communication skills

If interested, please send your word format CV to Daria at daria.arenberg[@] 

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