Wealth Management Client Analyst & Portfolio Support

Rothschild & Co; Greater London; On-site; GBP 40,000 - 55,000; Full time

Job summary

A leading global financial services firm is looking for an Analyst/Junior Associate to join their Client Adviser team within Wealth Management. The role focuses on supporting client retention and business development through portfolio management and client communication. Candidates should have a degree, relevant experience, and excellent analytical skills. The company promotes a collaborative culture and offers opportunities for professional growth in a flexible environment.

Qualifications

• At least 3 years’ relevant experience preferred.
• Highly numerate with excellent analytical ability.
• Exceptional communication skills are required.

Responsibilities

• Coordinate and produce portfolio reviews and investment proposals.
• Proactively monitor and review client portfolios.
• Identify opportunities for developing new clients.

Skills

Analytical ability

Advanced Excel skills

Attention to detail

Communication skills

Organizational skills

Education

A levels or equivalent: ABB or above

Degree or equivalent: 2:1 or above

Some professional exams preferred

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Job description

A leading global financial services firm is looking for an Analyst/Junior Associate to join their Client Adviser team within Wealth Management. The role focuses on supporting client retention and business development through portfolio management and client communication. Candidates should have a degree, relevant experience, and excellent analytical skills. The company promotes a collaborative culture and offers opportunities for professional growth in a flexible environment.