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Company Rothschild & Co Bank AG
in Zürich
22.01.2025 Updated on: 26.01.2025
GENERAL DESCRIPTIONThe Client Adviser is the primary point of contact between the client and the Bank. He/she acts externally as an ambassador for the Bank and is internally a role model. The Client Adviser is responsible for the proactive and autonomous management of a portfolio of clients. This entails the delivery of comprehensive wealth management solutions to meet the clients’ needs as well as dealing with routine enquiries and transactions. Professionalism and responsiveness are key. Acquisition of new client relationships through his/her network is an additional, integral element of the role. He/she is also responsible to deliver clients’ feedback regarding products and services to the relevant specialists within the Bank in order to ensure continuous improvement and adaptation in l...
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