Client Team Associate, Wealth Management
Client Team Associate, 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 4600 talented specialists on the ground in over 40 countries around the world enabling us to deliver a unique global perspective across four market-leading business divisions Global Advisory Wealth Management Asset Management and Five Arrows.
As a family-controlled 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 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.
Rothschild & Co Wealth Management
Within Wealth Management we offer an objective long-term perspective on investing structuring and safeguarding assets to preserve and grow our clients wealth.
We provide a comprehensive range of Wealth Management services to some of the worlds wealthiest and most successful families entrepreneurs foundations and charities. In an environment where short-term thinking often dominates our longterm perspective sets us apart. We believe preservation-first is the right approach to managing wealth.
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 & Co Wealth Management. This includes: working with clients to determine their investment requirements co-ordinating investment advice and handling all day-to-day client needs. Teams are comprised of senior Client Advisers Associates and Analysts and Client Service Executives who support Client Advisers.
The team has a varied and international client base including entrepreneurs charities family offices and families often working with multiple generations. The team works with some of the largest and more complex client relationships across the Wealth Management business and is actively looking to grow the book.
The team is looking for an Associate to support the Client Advisers with client management of a large existing book of clients and to work closely with the Client Advisers to support the teams business development.
Responsibilities
- Production of portfolio reviews investment proposals and other communications for clients / potential clients.
- Preparation of bespoke analysis for specific client situations.
- Pro-active 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.
- Co-ordination 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
- Ongoing communication and engagement with clients to understand any changes in circumstances and handling any queries.
- Proactively engaging with colleagues across the division where appropriate.
Education and Qualifications
- A levels or equivalent: ABB or above
- Degree or equivalent: 2:1 or above in any mainstream discipline
Experience Skills and Competencies Required
- Ideally at least 3 years experience in a client facing role in Wealth Management
- 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 and ability to multi-task even when working under pressure
- Exceptional attention to detail
- Pro-active can-do 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
- Creative and solution-oriented
- Knowledge and interest in financial markets and investments
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
