Wealth Management Analyst: Client & Portfolio Specialist

Rothschild & Co; Leeds; On-site; GBP 35,000 - 55,000; Full time

Job summary

Rothschild & Co Wealth Management in the UK seeks an Analyst to support Client Advisers in managing a large, international book of clients and to help grow the team’s business. You will produce portfolio reviews, bespoke analyses, and coordinate with investment professionals on recommendations and new account openings, ensuring high standards of service.

A levels and a degree are required; strong numeracy, communication, and integrity are essential for the role within a collaborative, inclusive

Qualifications

• A levels or equivalent: ABB or above.
• Degree or equivalent: 2:1 or above in any mainstream discipline.

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 member 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.

Skills

Numerate

Advanced Excel

PowerPoint

Strong written English

Organised

Attention to detail

Proactive attitude

Communication skills

Collaborative

Integrity

Curiosity

Creativity

Financial markets interest

Education

A levels or equivalent ABB or above

Degree or equivalent 2:1 or above

Job description

Rothschild & Co Wealth Management in the UK seeks an Analyst to support Client Advisers in managing a large, international book of clients and to help grow the team’s business. You will produce portfolio reviews, bespoke analyses, and coordinate with investment professionals on recommendations and new account openings, ensuring high standards of service.

A levels and a degree are required; strong numeracy, communication, and integrity are essential for the role within a collaborative, inclusive