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Assistant(e) Banquier Privé

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Rothschild & Co

Jan 15, 2025

  • Job
    Full-time
    Junior Level
  • Customer Relations
    Banking & Finance
  • Lyon
  • Quick Apply

AI generated summary

  • You should have prior experience in private banking assistance, knowledge of finance, LBO basics, strong Excel/PPT skills, organization, teamwork, excellent communication, and a professional appearance. English is a plus.
  • You will contact clients, prepare meetings, manage accounts, handle transactions, support bankers, organize events, and assist in credit note drafting and prospect qualification.

Requirements

  • Première expérience réussie en assistanat de banquier privé
  • Connaissance de l’environnement bancaire et marchés financiers
  • Notions en analyse financière
  • Compréhension des mécanismes de base LBO, haut de bilan
  • Excellente maîtrise d’Excel et Power Point
  • Rigueur, organisation, sens des priorités
  • Sérieux et autonomie
  • Sens du travail en équipe
  • Très bon relationnel
  • Excellente présentation
  • L’anglais est un plus

Responsibilities

  • Contact avec les clients par téléphone/e-mail.
  • Préparation des rendez-vous pour les banquiers privés.
  • Travail quotidien sur les mouvements et le fonctionnement des comptes.
  • Versements, rachats, changements des mandats pour les contrats d’assurance vie.
  • Ouverture des comptes, saisie des ordres dans Market Plus.
  • Régularisation des MIFS, CNI, mandats de gestion pour chaque rendez-vous client.
  • Interface entre le banquier et les différents services de la Banque (Back Office, RAC, service juridique…)
  • Réalisation d’organigramme capitalistique
  • Organisation d’évènements
  • Participation à la qualification de cibles de prospection
  • Rédaction des notes de crédit

FAQs

What is the job title for this position?

The job title is Assistant(e) Banquier Privé.

Where is the position located?

The position is based in Lyon.

What type of contract is being offered for this position?

The position is offered as a CDI (contrat à durée indéterminée).

What are the main responsibilities of the Assistant(e) Banquier Privé?

The main responsibilities include client communication, preparing meetings for private bankers, managing account operations, processing transactions, and interfacing with various bank departments.

Is prior experience required for this position?

Yes, a successful first experience in assisting a private banker is required.

What skills are necessary for this role?

Necessary skills include knowledge of the banking environment, financial market understanding, proficiency in Excel and PowerPoint, organization, teamwork, and strong interpersonal skills.

Is knowledge of English required for the job?

Knowledge of English is considered a plus but not mandatory.

What kind of financial knowledge is beneficial for this position?

Notions in financial analysis and understanding basic mechanisms of LBO (Leveraged Buyout) and high financing are beneficial.

Will the Assistant(e) participate in prospecting targets?

Yes, participation in the qualification of prospecting targets is part of the responsibilities.

Are there opportunities for career development within Rothschild & Co?

Yes, the company places importance on the recruitment and career development of its employees to help them thrive in their professional journey.

We offer a distinct perspective that makes a meaningful difference to our clients'​ business and wealth.

Finance
Industry
1001-5000
Employees
1810
Founded Year

Mission & Purpose

Rothschild & Co is one of the world's largest independent financial advisory groups. We offer a distinct perspective that makes a meaningful difference to our clients’ business and wealth. With a team of 3,800 talented financial services specialists on the ground in more than 40 countries across the world, we provide independent advice on M&A, strategy and financing, as well as investment and wealth management solutions to large institutions, families, individuals and governments. As a family-controlled business that has been at the centre of the world’s financial markets for over 200 years, we can rely on an unrivalled network of specialists and are known for our track record of outstanding execution in financial services.

Benefits

  • Dental Insurance

  • Paid Holidays

  • Maternity & Paternity Leave

  • Flexible Spending Account (FSA)