Wealth Management Analyst, Leeds

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

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 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 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.

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

• 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.

One reason for the long-term success of our business is the importance we place on being principled.

It is this belief that drives both the way we work with our clients and the way we hire, manage and develop our people - and we look for the same qualities from them in return.

Our teams reflect the diverse needs of our clients, businesses and the markets we operate in around the world. We value, and seek to maintain, an eclectic mix of skills and backgrounds - encouraging everyone to come together to share their perspectives for the good of each other, the business and our clients.