Client Team Associate, Wealth Management

Rothschild & Co; United Kingdom; On-site; GBP 45,000 - 65,000; Full time

Job summary

A leading global financial services group in the UK is seeking a Client Team Associate in Wealth Management. This role involves supporting client advisers and facilitating high-quality service delivery to clients. Candidates should have at least 3 years of relevant experience, demonstrate excellent analytical and communication skills, and possess strong IT proficiency. This position offers the opportunity to work in a dynamic and inclusive environment, contributing to client retention and business development efforts.

Qualifications

• At least 3 years' relevant experience preferred.
• Proven ability to produce client-friendly communications.
• Experience with portfolio monitoring and client engagement.

Responsibilities

• Coordinate and produce portfolio reviews and investment proposals.
• Prepare bespoke analysis for specific client situations.
• Proactively monitor and review client portfolios.
• Liaise with investment teams regarding recommendations.

Skills

Highly numerate with excellent analytical ability

Strong IT skills (advanced Excel, PowerPoint, Word)

Excellent written English

Strong organisational skills

Pro-active and can-do attitude

Exceptional communication skills

Collaborative team player

Knowledge of financial markets

Education

A levels or equivalent: ABB or above

Degree or equivalent: 2:1 or above

Job description

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 Executive, who support Client Advisers.

One of the client teams is looking for an experienced Analyst / junior Associate, with some relevant work experience, to support the Client Advisers, primarily with a focus on client retention, but also to support business development. Other responsibilities will include liaising with team members and colleagues and taking responsibility for coordination and execution of team procedures, to ensure we deliver high quality service to our clients.

Responsibilities

• Coordination & 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 team analysts, client service executives and compliance/account opening team.
• 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
• Some professional exams preferred

Experience, Skills and Competencies Required

• At least 3 years’ relevant experience preferred
• Highly numerate with excellent analytical ability
• Strong IT skills to include advanced Excel, PowerPoint and Word
• Excellent written English and highly articulate, able to produce client friendly communications independently
• Strong organisational skills, ability to multi‑task and maintain exceptional attention to detail even when working under pressure
• 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
• 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.