Client Adviser
Share
Job Location:
Monthly Salary:
Posted on:
Vacancies:
Job Summary
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.
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 Executive who support Client Advisers.
Key Responsibilities
Client Relationship Management
Act as primary point of contact for clients developing deep understanding of their goals needs risk appetite and personal circumstances.
Maintain regular communication ensuring evolving client needs are identified and acted on in a timely manner.
Provide right first time responses and resolve client queries efficiently and professionally.
Investment & Portfolio Responsibilities
Discuss develop and document suitable portfolio strategies with clients.
Coordinate closely with the Investment team to ensure implementation reflects client requirements.
Conduct structured monitoring and review of client portfolios assessing suitability risk tax considerations performance and missed opportunities.
Onboarding & Business Development
Identify engage and onboard new clients in line with team and business objectives.
Work with colleagues across Client Services Analysts and Compliance to deliver a smooth onboarding process.
Contribute positively to both client growth and client retention through proactive relationship management.
Client Reporting & Communication
Coordinate and produce high quality portfolio reviews bespoke analysis and tailored investment communications.
Deliver complex information clearly and concisely in both written and verbal form.
Internal Collaboration & Conduct
Build strong partnerships with Portfolio Managers Lending and Infrastructure teams to deliver a seamless client experience.
Demonstrate the highest standards of integrity due skill and diligence.
Experience & Skills Required
Minimum of 6 years proven experience working with HNW/UHNW Clients preferably within Wealth Management or Private Banking
Highly numerate with excellent analytical and problem solving skills.
Strong IT capability (Excel PowerPoint Word).
Exceptional communication skills able to articulate complex topics clearly.
Strong organisational discipline with high attention to detail.
Proactive energetic collaborative and committed to client service excellence.
Highest levels of personal and professional integrity.
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:
Unclear Seniority
Key Skills
- Customer Service
- Client Expectations
- Client Requirements
- Client Support
- Action Plans
- Issue Resolution
- Account Management
- Client Relationships
- Service Delivery
- Client Service
- Client Satisfaction
- Client Management
- Procedures
- Service Level Agreements
- New Clients
About Company
Rothschild & Co is one of the world’s largest independent financial advisory groups, employing 4,200 people in over 40 countries across the world, delivering a unique global perspective across four market-leading business divisions; Global Advisory, Asset Management, Wealth Management ... View more
