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Wealth Management Analyst - Milan

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Rothschild & Co

Aug 28

  • Job
    Full-time
    Junior Level
  • Milan
  • Quick Apply

AI generated summary

  • You need a Master's degree, 1+ year in finance, fluency in English and Italian, strong analytical and IT skills, exceptional communication, and a collaborative, ambitious mindset.
  • You will prepare client communications, analyze portfolios, support relationship management, coordinate account openings, and assist in research and marketing efforts.

Requirements

  • Minimum of Master degree or equivalent financial qualification
  • Previous experience of at least one year in a similar role within Financial Services and/or Banking industry
  • Fluent in English and Italian
  • Highly numerate with excellent analytical ability
  • Strong IT skills to include advanced Excel, PowerPoint and Word
  • 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

Responsibilities

  • Production of portfolio reviews, investment proposals and other communications for clients / potential clients.
  • Preparation of bespoke analysis for specific client situations.
  • Support Client Advisers in the day to day management of client relationships.
  • Pro-active monitoring and review of client portfolios, including consideration of risk tolerance, appropriateness of positions, 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.
  • Prospecting research and preparing marketing material, supporting Client Advisor in developing new clients.

FAQs

What specific role will the Wealth Management Analyst have within the team?

The Wealth Management Analyst will support Client Adviser teams by producing portfolio reviews, investment proposals, and bespoke analyses, as well as managing client relationships and monitoring client portfolios.

What qualifications are required for this position?

A minimum of a Master's degree or equivalent financial qualification is required, along with at least one year of experience in a similar role within the Financial Services or Banking industry.

Is fluency in any languages necessary for this role?

Yes, fluency in both English and Italian is required for this position.

What skills are particularly valued for this job?

Highly numerate analytical ability, strong IT skills (especially in Excel, PowerPoint, and Word), exceptional communication skills, strong organizational skills, and a collaborative team player mindset are highly valued.

What kind of clients will the Wealth Management Analyst be working with?

The Analyst will work with some of the world’s wealthiest and most successful families, entrepreneurs, foundations, and charities.

Is there an emphasis on teamwork in this role?

Yes, a collaborative approach is essential, with responsibilities shared between Client Advisers and Portfolio Managers, promoting teamwork to deliver excellent client service.

What is the company's stance on diversity and inclusion?

Rothschild & Co is committed to an inclusive and supportive environment where diversity and different perspectives are valued, focusing on attracting, recruiting, and developing high-caliber talent.

Is previous experience in wealth management specifically necessary for this job?

While experience in a similar role within Financial Services or the Banking industry is required, it does not necessarily have to be specifically in wealth management.

How does Rothschild & Co approach the management of client wealth?

Rothschild & Co emphasizes a long-term perspective on investing and managing wealth, focusing on preservation-first approaches to grow and safeguard clients’ assets.

Are there opportunities for career progression within this role?

Yes, Rothschild & Co aims to provide longer-term opportunities for talent, supporting personal and professional aspirations within a balanced and flexible work environment.

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Rothschild & Co

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)