About Us
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.
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.
Key Responsibilities
Client Relationship Management
Act as primary point of contact for clients, developing deep understanding of their goals, needs, risk appetite and personal circumstances.
Maintain regular communication, ensuring evolving client needs are identified and acted on in a timely manner.
Provide right first time responses and resolve client queries efficiently and professionally.
Investment & Portfolio Responsibilities
Discuss, develop and document suitable portfolio strategies with clients.
Coordinate closely with the Investment team to ensure implementation reflects client requirements.
Conduct structured monitoring and review of client portfolios, assessing suitability, risk, tax considerations, performance and missed opportunities.
Onboarding & Business Development
Identify, engage and onboard new clients in line with team and business objectives.
Work with colleagues across Client Services, Analysts and Compliance to deliver a smooth onboarding process.
Contribute positively to both client growth and client retention through proactive relationship management.
Client Reporting & Communication
Coordinate and produce high quality portfolio reviews, bespoke analysis and tailored investment communications.
Deliver complex information clearly and concisely in both written and verbal form.
Internal Collaboration & Conduct
Build strong partnerships with Portfolio Managers, Lending and Infrastructure teams to deliver a seamless client experience.
Demonstrate the highest standards of integrity, due skill and diligence.
Experience & Skills Required
Minimum of 6 years proven experience working with HNW/UHNW Clients, preferably within Wealth Management or Private Banking
Highly numerate with excellent analytical and problem solving skills.
Strong IT capability (Excel, PowerPoint, Word).
Exceptional communication skills, able to articulate complex topics clearly.
Strong organisational discipline with high attention to detail.
Proactive, energetic, collaborative and committed to client service excellence.
Highest levels of personal and professional integrity.
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.’
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What We Do
Rothschild & Co is one of the world's largest independent financial advisory groups. We offer a distinct perspective that makes a meaningful difference to our clients’ business and wealth. With a team of 3,800 talented financial services specialists on the ground in more than 40 countries across the world, we provide independent advice on M&A, strategy and financing, as well as investment and wealth management solutions to large institutions, families, individuals and governments. As a family-controlled business that has been at the centre of the world’s financial markets for over 200 years, we can rely on an unrivalled network of specialists and are known for our track record of outstanding execution in financial services. For more information on our group, visit www.rothschildandco.com
