Client Team Analyst - UK Wealth Management
Client Team Analyst - UK Wealth Management
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Job Description
About Us
Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the worlds financial markets.
Our expertise intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients communities and planet.
We have 4200 talented specialists on the ground in over 40 countries around the world enabling us to deliver a unique global perspective across four marketleading business divisions Global Advisory Wealth Management Asset Management and Five Arrows.
As a familycontrolled business built on relationships we place a huge emphasis on our people and finding the right colleagues to take our business forward.
Rothschild & Co is committed to an inclusive and supportive environment where diversity and different perspectives are valued. We are focused on the attraction and recruitment development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference.
Overview of Role
Great wealth managers must provide a first class personal service where team members truly know each client and understand their requirements whilst also delivering on each clients investment requirements. To achieve this we adopt a collaborative approach splitting relationship and portfolio responsibilities between Client Adviser and Portfolio Manager teams.
Client Adviser teams are responsible for all elements of a clients relationship with Rothschild Wealth Management. This includes: working with clients to determine their investment requirements coordinating investment advice and handling all daytoday client needs. Teams are comprised of senior Client Advisers Associates and Analysts and Client Service Executive who support Client Advisers.
Responsibilities
Production of portfolio reviews investment proposals and other communications for clients / potential clients.
Preparation of bespoke analysis for specific client situations.
Proactive monitoring and review of client portfolios including: consideration of risk tolerance tax appropriateness of positions missing opportunities etc.
Liaising with the investment team regarding investment recommendations and implementation.
Coordination of new account openings working with client advisers client service executives and compliance.
Collating data and information for senior team members on markets and portfolios.
Identifying opportunities for developing new clients for the team
Education and Qualifications
A levels or equivalent: ABB or above
Degree or equivalent: 2:1 or above
Experience Skills and Competencies Required
Highly numerate with excellent analytical ability
Strong IT skills to include advanced Excel PowerPoint and Word
Excellent written English and highly articulate
Strong organisational skills ability to multitask and maintain exceptional attention to detail even when working under pressure
Cando attitude approach all tasks with energy and enthusiasm
Exceptional communication skills
Collaborative team player
The highest levels of professional and personal integrity
Curious and ambitious
Knowledge and interest in financial markets and investments
Recent Graduate or up to 2 years experience of working at a financial services firm preferred but not essential
Our goal is to have a balanced inclusive and flexible environment which enables all colleagues to achieve their personal and professional aspirations and to ensure that Rothschild & Co provides longer term opportunities for talent.
Required Experience:
IC
Employment Type
Full-Time
