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- Tasks: Support Client Advisers in managing client relationships and investment portfolios.
- Company: Join Rothschild & Co, a prestigious global financial services group with over 200 years of history.
- Benefits: Enjoy a collaborative work environment with opportunities for personal and professional growth.
- Why this job: Be part of a team that values long-term relationships and makes a meaningful impact on clients' wealth.
- Qualifications: A levels (ABB) and a degree (2:1) required; ideally 3 years in a client-facing role.
- Other info: We value diversity and are committed to creating an inclusive workplace.
The predicted salary is between 36000 - 60000 £ per year.
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 4,600 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 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.
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 team’s 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.’
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Client Team Associate, Wealth Management employer: Rothschild & Co
Contact Detail:
Rothschild & Co Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Team Associate, Wealth Management
✨Tip Number 1
Familiarise yourself with Rothschild & Co's unique approach to wealth management. Understanding their long-term perspective and preservation-first strategy will help you align your discussions with their values during interviews.
✨Tip Number 2
Network with current or former employees of Rothschild & Co, especially those in the Wealth Management division. They can provide insights into the company culture and expectations, which can be invaluable for your application.
✨Tip Number 3
Stay updated on current financial markets and investment trends. Being able to discuss recent developments and how they might impact clients will demonstrate your analytical skills and genuine interest in the field.
✨Tip Number 4
Prepare to showcase your client-facing experience by thinking of specific examples where you've successfully managed client relationships. Highlighting your ability to communicate effectively and work collaboratively will resonate well with the team-oriented nature of the role.
We think you need these skills to ace Client Team Associate, Wealth Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client-facing roles, particularly in Wealth Management. Emphasise your analytical skills and any specific achievements that demonstrate your ability to manage client relationships effectively.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your values align with Rothschild & Co's commitment to an inclusive environment and your understanding of their long-term investment philosophy.
Showcase Relevant Skills: Highlight your strong IT skills, particularly in Excel, PowerPoint, and Word. Provide examples of how you've used these tools in previous roles to analyse data or create presentations for clients.
Demonstrate Communication Skills: Since exceptional communication is key for this role, consider including a brief example in your application that showcases your ability to engage with clients and colleagues effectively, perhaps through a successful project or initiative.
How to prepare for a job interview at Rothschild & Co
✨Understand the Company Culture
Before your interview, take some time to research Rothschild & Co's values and culture. They emphasise relationships and inclusivity, so be prepared to discuss how you align with these principles and how you can contribute to a supportive environment.
✨Showcase Your Analytical Skills
As a Client Team Associate, you'll need strong analytical abilities. Be ready to provide examples of how you've used data analysis in previous roles, particularly in client-facing situations. Highlight any experience with portfolio reviews or investment proposals.
✨Demonstrate Your Communication Skills
Exceptional communication is key in this role. Practice articulating your thoughts clearly and concisely. You might be asked to explain complex financial concepts, so ensure you can do this in a way that's easy for clients to understand.
✨Prepare Questions for Your Interviewers
Interviews are a two-way street. Prepare thoughtful questions about the team dynamics, client management strategies, and growth opportunities within Rothschild & Co. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
