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For Companies At a Glance
- Tasks: Support Client Advisers in managing client relationships and portfolio analysis.
- 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 diverse team making a meaningful impact on clients and communities worldwide.
- Qualifications: A levels ABB or above; degree 2:1 or above; ideally 1 year in a professional role.
- Other info: Embrace a culture that values different perspectives and promotes inclusivity.
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.
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 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
- 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 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
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 Analyst employer: Rothschild & Co
Contact Detail:
Rothschild & Co Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Team Analyst
✨Tip Number 1
Familiarise yourself with Rothschild & Co's values and culture. Understanding their emphasis on relationships and collaboration will help you align your approach during interviews and networking opportunities.
✨Tip Number 2
Network with current or former employees of Rothschild & Co. Engaging with them can provide valuable insights into the company’s work environment and expectations, which can be beneficial when discussing your fit for the role.
✨Tip Number 3
Stay updated on financial markets and investment trends. Demonstrating your knowledge in these areas during conversations can set you apart as a candidate who is genuinely interested and informed about the industry.
✨Tip Number 4
Prepare to discuss specific examples of how you've demonstrated strong analytical skills and attention to detail in previous roles. This will showcase your ability to handle the responsibilities outlined in the job description effectively.
We think you need these skills to ace Client Team Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the responsibilities of a Client Team Analyst. Emphasise your analytical abilities, IT skills, and any experience in client management or financial services.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific aspects of Rothschild & Co that resonate with you, such as their commitment to an inclusive environment and their focus on client relationships.
Showcase Your Analytical Skills: In your application, provide examples of how you've used your analytical skills in previous roles. This could include any experience with portfolio reviews, investment proposals, or data analysis that demonstrates your ability to handle complex information.
Highlight Communication Skills: Since the role requires ongoing communication with clients, make sure to highlight your exceptional communication skills. Provide examples of how you've effectively engaged with clients or colleagues in the past, showcasing your collaborative approach.
How to prepare for a job interview at Rothschild & Co
✨Showcase Your Analytical Skills
As a Client Team Analyst, you'll need to demonstrate your analytical abilities. Prepare examples from your past experiences where you've successfully analysed data or created reports. Be ready to discuss how you approach problem-solving and decision-making.
✨Understand the Financial Markets
Having a solid understanding of financial markets is crucial for this role. Brush up on current market trends and be prepared to discuss how they might impact client portfolios. Showing your curiosity and knowledge will impress the interviewers.
✨Emphasise Team Collaboration
Rothschild & Co values teamwork highly. Be prepared to share examples of how you've worked effectively in teams, especially in high-pressure situations. Highlight your ability to communicate and collaborate with colleagues to achieve common goals.
✨Demonstrate Attention to Detail
Attention to detail is key in this role. During the interview, mention specific instances where your meticulous nature has led to successful outcomes. This could include avoiding errors in reports or ensuring compliance in client communications.
