Wealth Management Analyst/Associate
2 weeks ago
About Us
Rothschild & Co is a prominent global financial services group with a rich history spanning over 200 years at the heart of the financial markets. We possess expertise, intellectual capital, and a global network that allows us to offer a unique perspective benefiting our clients, communities, and the planet. With 4,200 skilled specialists across 40+ countries, we provide a distinctive global outlook through four market-leading divisions - Global Advisory, Wealth Management, Asset Management, and Five Arrows.
As a family-led business built on relationships, we prioritize our people and strive to find the right individuals to drive our business forward. Rothschild & Co is dedicated to fostering an inclusive and supportive environment where diversity and varied perspectives are treasured. We are committed to attracting, developing, and retaining top talent to ensure that both we and our clients reap the rewards of diversity.
Rothschild & Co Wealth Management
Within Wealth Management, we offer an objective long-term approach to investing, structuring, and protecting assets to sustain and increase our clients' wealth. We deliver a comprehensive range of Wealth Management services to some of the world's wealthiest families, entrepreneurs, foundations, and charities. In a landscape often dominated by short-term thinking, our long-term vision sets us apart as we believe in a preservation-first approach to wealth management.
Overview of Role
Outstanding wealth managers provide personalized service, ensuring team members truly understand each client's needs and investment requirements. To achieve this, we follow a collaborative approach by dividing relationship and portfolio responsibilities between Client Adviser and Portfolio Manager teams. Client Adviser teams handle all aspects of a client's relationship with Rothschild & Co Wealth Management.
This encompasses:
- Working with clients to identify their investment needs
- Coordinating investment advice and managing all client requirements
One of our client teams is seeking a new Analyst interested in establishing a career in wealth management. The team comprises two Client Advisers, an Associate, and two Client Service Executives, catering to a diverse local and international client base, including entrepreneurs, charities, trusts, family offices, and families across multiple generations. The team is actively expanding its clientele and is in search of an Analyst to assist the Client Advisers in managing a large existing book of clients and supporting the team's business growth.
Responsibilities
- Generating portfolio reviews, investment proposals, and client communications
- Preparing customized analyses for specific client scenarios
- Proactively monitoring and evaluating client portfolios
- Liaising with the investment team on recommendations and implementation
- Coordinating new account openings and compliance activities
- Compiling market and portfolio data for senior team members
- Identifying new client development opportunities
- Maintaining client engagement and handling queries
- Collaborating with colleagues across divisions
Experience, Skills, and Competencies Required
- Authorization to work in Guernsey
- Preferably 1-2 years' experience in a professional capacity
- Ideal candidate possesses A Level and degree qualifications
- Strong numerical and analytical proficiency
- Proficient in advanced Excel, PowerPoint, and Word
- Excellent written and verbal communication skills
- Exceptional organizational abilities and multitasking under pressure
- Meticulous attention to detail
- Proactive and enthusiastic approach
- Outstanding communication and collaboration skills
- Exemplary personal and professional integrity
- Curious, ambitious, creative, and solution-oriented
- Knowledge and interest in financial markets and investments
Our aim is to cultivate a balanced, inclusive, and flexible environment that empowers all team members to achieve their personal and professional goals, ensuring long-term opportunities at Rothschild & Co.
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