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Wealth Management Analyst

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Rothschild & Co

Oct 4, 2023

Applications are closed

  • Job
    Full-time
    Entry Level
  • Banking & Finance
  • London

Requirements

  • Education and Qualifications:
  • A levels or equivalent: ABB or above
  • Degree or equivalent: 2:1 or above
  • Experience, Skills and Competencies Required:
  • 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, ability to multi-task and maintain exceptional attention to detail even when working under pressure
  • 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
  • Knowledge and interest in financial markets and investments
  • Recent Graduate or up to 2 years experience of working at a financial services firm preferred but not essential

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 members on markets and portfolios.
  • Identifying opportunities for developing new clients for the team

We offer a distinct perspective that makes a meaningful difference to our clients'​ business and wealth.

Finance
Industry
1001-5000
Employees
1810
Founded Year

Mission & Purpose

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.

Benefits

  • Dental Insurance

  • Paid Holidays

  • Maternity & Paternity Leave

  • Flexible Spending Account (FSA)

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