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.
About the Role
We are seeking an experienced and commercial finance professional to join us a Director to lead the Finance team of our Guernsey based private bank.
This is a senior role reporting to the local CEO and functionally to the WMUK CFO, with responsibility for the Bank’s financial management, regulatory reporting and control environment. The role combines strategic oversight with hands-on delivery.
The individual acts as a key member of the local management team, supporting decision-making, ensuring regulatory compliance (GFSC/Basel framework) and maintaining strong financial governance. The position also forms part of a wider divisional Finance function, requiring close collaboration with the divisional Wealth and Asset Management Finance and Group Finance teams as well as engagement with senior stakeholders across multiple jurisdictions.
Key Responsibilities
Financial Reporting & Control
- Ownership of financial control, including month-end close, statutory accounts and audit management
- Preparation of high-quality Board and management reporting
- Responsibility for Finance-relevant regulatory reporting and prudential requirements (capital, liquidity, large exposures)
- Oversight of capital planning and budgeting/forecasting process
- Maintenance of a robust financial control and governance framework
- Business partnering with the CEO and senior management on strategy, performance and cost management
- Leadership of a small finance team, with a hands-on approach as required
Regulatory & Statutory compliance
Responsibility for finance-related GFSC regulatory submissions, including oversight of:
- Capital adequacy (Pillar I & II)
- Liquidity reporting (LCR / NSFR)
- Large exposures and concentration risk
Ensuring compliance with:
- Basel II/III framework
- GFSC Banking Rules and Guidance
Capital & Balance Sheet Management
- Monitoring and optimisation of capital position and buffers
- Oversight of ICAAP and supporting stress testing
- Balance sheet strategy including:
- Intragroup exposures
- Liquidity placement and funding structures
- Collaboration with Treasury on ALM and liquidity risk
Tax
- Oversight of corporate tax compliance including transfer pricing and intra-group arrangements
- Ensure compliance with OECD Pillar II requirements in coordination with Group Tax
- Management of external tax advisors
Process Improvement & Systems
- Ownership of finance systems and data integrity
- Involvement in:
- Regulatory change implementation
- Process automation and efficiencies
- Testing and upgrading of core banking system
Team Leadership & Collaboration
- Proven ability to lead small, high-performing teams
- Hands-on management style
- Ability to operate effectively at both strategic and operational levels
- There will also be significant involvement in cross-functional and systems projects and the successful candidate will work closely with other departments to support business initiatives and financial planning
Qualifications & Experience
- Qualified accountant (ACA / ACCA or equivalent)
- Significant experience within banking and/or regulated financial services
- Strong understanding of prudential regulation (Basel II/III, capital, liquidity)
- Strong focus on governance, control and accuracy
- Experience interacting with regulators, auditors and external tax advisors
- Ability to operate effectively across both local entity and Group environments
- Hands-on, adaptable and ability to operate effectively at both strategic and operational levels
- Strong communication skills with the ability to engage confidently with Board and Group stakeholders
Skills Required
- Qualified accountant (ACA, ACCA or equivalent)
- Significant experience within banking or regulated financial services
- Strong understanding of prudential regulation (Basel II/III), capital and liquidity requirements
- Experience with regulatory reporting and prudential submissions (capital adequacy, LCR/NSFR, large exposures)
- Experience overseeing ICAAP, stress testing and capital planning
- Experience interacting with regulators, auditors and external tax advisors
- Oversight of corporate tax compliance including transfer pricing and OECD Pillar II
- Proven ability to lead small high-performing finance teams
- Hands-on, adaptable with ability to operate at strategic and operational levels
- Strong communication skills and ability to engage with Board and Group stakeholders
- Experience with finance systems, process automation, and core banking system testing/upgrades
Rothschild & Co Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Rothschild & Co and has not been reviewed or approved by Rothschild & Co.
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Fair & Transparent Compensation — Pay is considered competitive across core markets, and employer-provided salary bands in U.S. postings reinforce transparency on base ranges. Europe and core advisory teams are often characterized as strong on compensation relative to their market positioning.
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Leave & Time Off Breadth — Paid time off in the U.S. is described as starting around four weeks and increasing with seniority, alongside paid holidays and sick time. This points to a broad time-off framework in key offices.
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Retirement Support — A U.S. 401(k) with immediate vesting and a tiered employer match is cited, complementing discretionary bonuses. These features indicate meaningful retirement-focused support within the package.
Rothschild & Co Insights
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
