Wealth Management Analyst, Leeds
Royaume-Uni
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
- Ideally, at least 1 years’ experience in a professional role
- 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.