Business Developer Private Banking

About Edmond de Rothschild

Edmond de Rothschild is an investment firm founded on the conviction that wealth, when placed at the service of the real economy, can be a useful force and contribute to making progress a constantly new idea. Driven by a financial anticipation culture spanning nearly three centuries, it specializes in private banking and asset management, with recognized expertise in its core businesses: asset management, wealth engineering, life insurance, corporate finance, private equity, real estate, infrastructure, liquid strategies and fund administration, and services for independent wealth managers. Its 100% family ownership provides genuine independence, aligning its interests with those of its clients and fostering the development of financial solutions tailored to the specific needs of families, entrepreneurs, and institutional investors. As of December 31, 2025, Edmond de Rothschild manages over 200 billion Swiss francs in assets and boasts a solid balance sheet with a CET 1 ratio of 19.7%. With nearly 2,900 employees and 28 locations, it is a key player in its main operating hubs, including Geneva, Luxembourg, Paris, and Monaco. Edmond de Rothschild is at the heart of a unique ecosystem comprising agricultural and wine businesses, hotels, family philanthropic activities, the Gitana offshore racing team, and the perfume house Caron.

Missions and Tasks

Reporting to the Private Banking Business Development team, you will report to the Head of Business Development & Sales Support. The Business Development team consists of 6 people, divided between Sourcing (monitoring news, sector analysis, identifying beneficial owners and their contacts) and Phoning. You will work in the Phoning area and play a central role in the Bank's commercial development. You will proactively contact prospective entrepreneurs and business leaders to schedule qualified appointments for Private Banking, and also—depending on the situation—for Investment Banking.

• Prospection (cold calling/mailing): Proactive and multi-channel contact with identified leaders. You will schedule meetings with private bankers or relevant teams, potentially attending to ensure relationship continuity and effective context transmission.
• Targeting: The dedicated sourcing team will provide you with qualified targets and contact details (leaders, shareholders, founders, etc.), identified based on precise criteria (capital events, upcoming operations, liquidity signals…). You will supplement this flow with your own ability to identify and select high-potential profiles. You will benefit from powerful tools, adapted for private banking prospecting and specifically designed for business developers. These tools will enable you to operate across an expanded scope.
• Cross-business synergies: Depending on the identified objectives or the prospect's profile, you will direct them to the Group's relevant entities (Investment Banking, Private Equity), demonstrating a strong ability to understand their needs.
• Prospect follow-up until conversion: Continuous interaction with private bankers and prospects to ensure the quality and follow-up of scheduled appointments.
• Activity monitoring: Regular reporting, CRM updates, and rigorous follow-up of both activity-specific and transversal matters.

Profile

• Higher education from a top business school or equivalent university degree with a specialization in finance and/or wealth management.
• Previous experience in business development within a demanding financial environment.
• Strong aptitude for prospecting and securing appointments through persistent effort. You are comfortable with cold calling and motivated by the concrete results of your actions.
• Excellent interpersonal skills and a knack for building relationships, with the right demeanor and communication style.
• Energy, tenacity, and resilience: You never give up, you know how to bounce back, overcome obstacles, and remain focused on closing deals.
• Very good understanding of corporate finance operations (LBO, MBO, OBO, Management packages, refinancings, etc.), with the ability to identify key moments when the Group's support becomes relevant.

To encourage diversity and inclusion in all its forms, Edmond de Rothschild is a signatory of an agreement promoting the employment and retention of disabled workers. If you do not receive a response within three to four weeks, please consider your application unsuccessful.

Key skills/competency

Business Developer, Private Banking, Commercial Development, Prospecting, Cold Calling, Wealth Management, Finance, Investment Banking, CRM, Sales Support.