- 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.
- A levels or equivalent: ABB or above
- Degree or equivalent: 2:1 or above from a leading university, in any mainstream discipline
- Ideally, at least 1 years' experience in a professional role
- 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
Wealth Management Analyst, Manchester - Rothschild & Co
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 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.
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 world's wealthiest and most successful families, entrepreneurs, foundations and charities. In an environment where short-term thinking often dominates, our long–term 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 client's 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 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 and Client Service Executives, who support Client Advisers.
One of the client teams is looking for a new Analyst who wants to build a career in wealth management. The team is currently comprised of two Client Advisers, an Associate and two Client Service Executives.
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 Analyst 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 team's business development.
Responsibilities
Education and Qualifications
Experience, Skills and Competencies Required