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- Tasks: Support Client Advisers in managing client relationships and 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 or above and a degree with a 2:1 or above required.
- Other info: Ideal for those with at least 3 years in a client-facing role in Wealth Management.
The predicted salary is between 36000 - 60000 £ per year.
Client Team Associate, Wealth Management
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.
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.’
Client Team Associate, Wealth Management
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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 preservation-first philosophy will help you align your discussions and demonstrate how you can contribute to their long-term client relationships.
✨Tip Number 2
Network with current or former employees of Rothschild & Co, especially those in the Wealth Management division. They can provide valuable insights into the company culture and expectations, which can help you tailor your approach during interviews.
✨Tip Number 3
Stay updated on current trends in financial markets and investment strategies. Being able to discuss recent developments or case studies during your conversations will showcase your analytical skills and genuine interest in the field.
✨Tip Number 4
Prepare to demonstrate your collaborative skills. Since the role involves working closely with Client Advisers and other team members, think of examples from your past experiences where teamwork led to successful outcomes.
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 background aligns with Rothschild & Co's values, particularly their focus on long-term wealth management and client relationships.
Showcase Your Skills: Highlight your strong IT skills, especially 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 Your Knowledge: Include any relevant knowledge or interest in financial markets and investments. This could be through coursework, certifications, or personal investment experiences that showcase your understanding of the industry.
How to prepare for a job interview at Rothschild & Co
✨Showcase Your Client Management Skills
Since the role involves supporting Client Advisers with client management, be prepared to discuss your previous experiences in client-facing roles. Highlight specific examples where you successfully managed client relationships and addressed their needs.
✨Demonstrate Analytical Prowess
The position requires strong analytical skills, so be ready to talk about your experience with data analysis and portfolio reviews. You might even want to prepare a brief case study or example of how you've used data to inform investment decisions.
✨Emphasise Team Collaboration
Rothschild & Co values a collaborative approach, so share instances where you've worked effectively within a team. Discuss how you contributed to team goals and supported colleagues, especially in high-pressure situations.
✨Express Your Interest in Financial Markets
Make sure to convey your passion for financial markets and investments. Stay updated on current trends and be ready to discuss how they might impact wealth management strategies. This will show your genuine interest in the field and the role.
