Client Team Analyst - Wealth Management (2-4 Years Experience)

Rothschild & Co UK

London, United Kingdom
Client retention focus
Portfolio reviews
Investment proposals
Rothschild & Co is a leading global financial services group with a history of over 200 years, providing a distinct perspective to clients, communities, and the planet

Job Summary

  • Rothschild & Co is a leading global financial services group with a history of over 200 years, providing a distinct perspective to clients, communities, and the planet.
  • Within Wealth Management, the role focuses on client retention and business development, supporting Client Advisers in delivering first-class personal service and investment requirements.
  • The company is committed to an inclusive and supportive environment, valuing different perspectives and focused on attracting, developing, and retaining high calibre talent.

Matching Summary

Rothschild & Co is a leading global financial services group with a history of over 200 years, providing a distinct perspective to clients, communities, and the planet.

Skills & Requirements

Must-have

  • client retention focus
  • portfolio reviews
  • investment proposals
  • client portfolio analysis
  • advanced Excel skills
  • written English articulation

Nice-to-have

  • collaborative team player
  • curious and ambitious
  • interest in financial markets
  • can-do attitude
  • high levels of integrity

Key Requirements

  • 2-4 Years Experience
  • A levels or equivalent: ABB or above
  • Degree or equivalent: 2:1 or above
  • Some professional exams preferred

Work Rights

Not specified

Tailored Resume

Cover Letter