Wealth Management Client Team Analyst – Growth & Impact

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

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.