Team Assistant, Wealth Management

2 weeks ago

London, United Kingdom Rothschild & Co Full time

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 world's 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 4,200 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 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.

Job Title: Team Assistant

Division: Rothschild & Co Wealth Management

Location: London

Contract: Permanent

Rothschild & Co

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 world's 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 4,200 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 Merchant Banking.

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 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.

Rothschild & Co Wealth Management (“WMUK”)

At Rothschild & Co Wealth Management, we provide a comprehensive range of private wealth services to some of the world’s wealthiest and most successful families, entrepreneurs, foundations and charities. In an environment where short-term thinking often dominates, our long-term perspective to wealth management sets us apart.

Our clients are looking to preserve and grow the real value of their capital. We seek to be sensible custodians, managing our clients' money as if it were our own. Our founding family are one of the few to have successfully preserved their wealth over many generations and we aim to replicate this success for our clients.

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 client’s investment requirements. To achieve this, we adopt a collaborative approach, splitting relationship and portfolio responsibilities between Client Adviser and Portfolio Manager teams.

We are looking for a proactive, enthusiastic and experienced Assistant to provide comprehensive secretarial and administrative support to two busy Client Adviser teams.

Client Adviser teams are responsible for all elements of a client’s 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, who support Client Advisers, and Client Service Executives. The Assistant is an integral part of these teams.

**Responsibilities**:

- Liaising with clients, external companies, internal teams and other Rothschild & Co offices
- Diary management - organising meetings, conference calls, client dinners & entertainment
- Keeping the CPD records of the team up-to-date
- Dealing with expenses for all members of the team
- Dealing with telephone calls in a professional manner
- Travel arrangements - to include preparation of itineraries, booking hotel and flights, currency requirements etc.
- Maintaining a list/report of important client dates: birthdays, anniversaries, review meetings etc.
- Maintaining data lists and preparing communications for bulk client/prospect communications
- Organising regular meetings to review prospect lists and follow up accordingly
- Adding all client, prospect and intermediary meetings to CRM tool, ensuring meeting notes are logged, actions and follow-ups are completed/diarised
- Proactively generate team client events and gift ideas,

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