Client Team Analyst

Rothschild & Co; London; On-site; GBP 35,000 - 50,000; Full time

Job summary

A global financial services group in London is seeking an Analyst to support Client Advisers in managing a large portfolio of clients. The ideal candidate has strong analytical and IT skills, excels in communication, and is proactive in a collaborative environment. Responsibilities include producing investment proposals and monitoring client portfolios, ensuring exceptional service for diverse clientele.

Qualifications

• At least 1 year’s experience in a professional role.
• Strong analytical abilities and highly numerate.
• Excellent written English and strong communication skills.

Responsibilities

• Produce portfolio reviews and investment proposals.
• Monitor and review client portfolios proactively.
• Collaborate with investment team on recommendations.

Skills

Analytical ability

Communication skills

IT skills

Organisational skills

Attention to detail

Team player

Education

A levels or equivalent: ABB or above

Degree or equivalent: 2:1 or above

Tools

Excel

PowerPoint

Word

Job 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 4,600 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.’